Create a Notification

1. Access the appropriate form:

   Finding form

   1. Access the audit.
      1. Select the Default GRC context from the context menu.
      2. Click the Projects tab.
      3. Select Pending, Current, or Complete from the Execution group.

         

      4. Click the project name from the project hierarchy tree.

         

      5. Click Expand in the Project section to view the project attributes.

         

   2. Click the Findings tab.

      Note: You may also access a list of findings assigned specifically to you through the Action Items list. See "Action Items" for additional information.

   3. Click on the finding name.

      

   Project report work paper

   1. Access the work papers.

      There are several ways within the Governance Portal to access work papers. The two most common paths are through the Action Items List and the Internal Audit tab. The Action Item list is the quickest and easiest way for most users.

      1. Via Action Items List
         1. Expand the Favorites & Action Items tab in the left navigation pane.
         2. Expand Action Items.
         3. Expand Work Papers.
         4. Click General Tasks (#).
         5. Click the project name.
         6. Click the Status link for the work paper type.
      2. Via Project Tab
         1. Select the Default GRC context from the context menu.
         2. Click the Projects tab.
         3. Select Pending, Current, or Complete from the Execution group.

            

         4. Click the project name from the project hierarchy tree.

            

         5. Click Expand in the Project section to view the project attributes.

            

         6. Click the Status link for the work paper type in the Project Activity section.

   2. Click the Status link for an Project Report Form work paper type.

      

   Project form

   1. Select the Default GRC context from the context menu.
   2. Click the Projects tab.
   3. Select Pending, Current, or Complete from the Execution group.

      

   4. Click the project name from the project hierarchy tree.

      

   5. Click Expand in the Project section to view the project attributes.

      

2. Click Notification.

   

3. Click Select User or Select User Group for the To: field, CC: field and BCC: field.
   • Enter text that contains the name, email address or network ID of the user you wish to select and click Search or click Show All.

     Note: A list of users containing, (not equaling), the entered text will display in the search results.

   • Select the check box next to the name(s) of the users you wish to include and click Save or click Select No User to indicate the user assignment is not required.

     Notes: By default the management owner is automatically populated in the To: field. By default the assigned auditable and any individuals assigned to the IA Findings Notifications group are automatically populated in the CC: field.

4. Complete the remaining fields.
   • From: This field is automatically completed with the name of the user who is generating the notification.
   • Subject: This field is pre-populated based on the source of the notification (project report deliverable, scheduled project or findings. This field is displayed as a link in the recipient's email providing them quick and easy access to the information.
   • Footer: Enter any text you wish to display at the bottom of the email message.
   • Attachments: Click Browse... and add any attachments to the notification email.
   • Body: Utilize the HTML box to create the body of the email. You will notice the object name that will appear as a hyperlink in the recipients email. When clicked within their email, they will be directed to this specific form within the system.
5. Click Save.

Below is a sample email received for a project report.