Email

The email reminders screen will allow the Risk Manager to set reminder emails for risk assessments that have yet to be undertaken. Users will receive an automated email reminder notification based on the review frequency of a risk. This may depend on the settings configured within Risk Administration area.

You will be allowed to customise email reminders against the email template (created within Risk Administration> Email templates area), risk frequency (defined within Framework>Risk Settings> Review Frequency area), email recipients etc.

STEP 1: Click the 'Email' tab.

Column	Description / Instructions
Email Time Frame	Select when (time frame) the email needs to be generated. There are two options to choose from. Review Date - Allows you to define the time frame as number of days before or after the review date entered in the risk assessment. Select before/after from the adjacent dropdown and define the number of days in the text box. For example, if you require the email to be sent to recipients 2 days prior to the review, select 'before' and enter number as '2'. Risk Creation: Selecting this option will send out an email upon creation of a risk. Risk Solution Creation: Selecting this option will send the email to the recipients on the day the risk action is created. Risk Solution Review: Selecting this option will send an email on the date when the next update date is set against a risk solution. Risk Solution End Date: Selecting this option will send an email on the date the risk solution is ending. Risk Solution Completed Date: Selecting this option will send an email on the date the risk solution is completing. Risk Rating Change: Selecting this option will send an email when a Risk Rating is changed for an assessment.
Recipient	Tick the required boxes to generate reminders only for a particular role/s. 1. Risk Owner: The Risk Primary Responsible Officer only (does not include Secondary Responsible officers) 2. Department Manager: Strategic: Business Unit Responsible person. (Assessment > Team > Business Unit > Staff > Email) Operational: Business Unit Responsible person. (Assessment > Team > Business Unit > Staff > Email) Project: Business Unit Responsible person. (Assessment > Team > Business Unit > Staff > Email) 3. Director: Strategic: Directorate Responsible person. (Assessment > Team > Business Unit > Business Unit Grouping > Responsible Person > Email) Operational: Directorate Responsible person. (Assessment > Team > Business Unit > Business Unit Grouping > Responsible Person > Email) Project: Directorate Responsible person. (Assessment > Team > Business Unit > Business Unit Grouping > Responsible Person > Email) ** Department Manager and Director emails are generated only if the Team is linked. Please contact CAMMS to activate this for you if you need. 4. Risk Manager: Staff who has ‘Risk Manager’ or ‘Administrator’ role. 5. Solution Owner: Risk Action Responsible person.
Email template	Drop down list of emails templates defined within Risk Settings>Email templates area will be displayed. Select the desired template for the reminder.
Risk Type	Tick the required boxes to generate reminders only for a particular risk type or for all risk types
Risk Rating	Tick the required boxes to generate reminders only for risks that have the particular risk rating/s.

STEP 2: Make all selections and click add.

Last revised: November 26, 2017