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12-17-2024 10:59 PM
Dear experts,
I have a question regarding to the control lifecycle, when creating a control, what function is the owning group here as in after I put in my owning group, it does not appear in anywhere in any of my group members' task list. After I click attest, only the attestation respondent will receive a task and after completing the attestation form, no one in the owning group is informed to review the attestation response. May I know how can I do so? If I want to assign someone to review the attestation form and will receive as a task to do so? Thank you.
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01-01-2025 10:39 PM
- navigate to the Notifications section by typing "Notifications" in the application navigator and selecting System Notification > Email > Notifications.
- Click the New button to create a new notification.
- Fill in the notification details, including a name like "Control Review Notification," and select the Control [sn_compliance_control] table. Ensure the notification is active by checking the appropriate box.
- Next, set the trigger condition in the When to send section by choosing Record inserted or updated and setting the condition to trigger when the state changes to "Review."
- Specify the recipients in the Who will receive section by adding the users or groups who should receive the notification, such as the owning group or specific users. You can use dynamic fields if needed.
- Craft the notification message by writing a clear and concise subject, such as "Control [Control Name] is now in Review," and use the Message HTML editor to compose the notification message.
- Include relevant details and dynamic fields for personalization.
- For example, you might write:
- "Dear $Recipient,
- The control ${number} has been moved to the Review state.
- Please review the attestation form and provide your feedback. Thank you, Your Team."
- Choose the delivery method, such as email or in-app notifications, and ensure that the notification creates a task for the recipients to review the attestation form.
- Finally, save the notification settings and test the notification by moving a control to the Review state to verify that the recipients receive the notification and task.
- By following these steps, you can ensure that the owning group is informed when a control is moved to the Review state and that they receive a task to review the attestation form. If you need more specific instructions or encounter any issues, feel free to ask!
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12-19-2024 05:26 AM
Hello,
The review of an attestation should take place when the Control is in the 'Review' state, automatically set when an attestation is submitted. You could set up a notification that informs members of that control's Owning group when a control that has an attestation populated has moved to the Review state (consider an email digest that sends a single list of all controls that daily that meet those conditions to manage the potentially high volume as attestations are completed).
A more passive way could be to have a report filtered by controls in review state that had an attestation populated and the current user is a member of the Owning group. They can check the report daily and when there are records listed, its a call to action to review the attestations.
Hope this helps!
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01-01-2025 05:18 PM
May I know how do i do so referring to the part where you said it will trigger a notification when a control has been attested and is in the review state.
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01-01-2025 08:43 PM
There is no diect way of usage of control owner group feature. This field can be used for classifying the controls by control owner groups for reporting purpose.
Regarding informing to control owner group about the attestation review, you can create a UI Notiifcation where you can set Control State changes to REVIEW and then trigger the email to control owner group. This will help you fullfil the purpose.
Additionally, you can create a report/dashboard for control owners so that they can get updates of the controls that are getting attested
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01-01-2025 10:15 PM
Thanks @ShafrazMubarak , but may I know how to create a UI notification?
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