Notifications
Browse Compliance Monitor guides related to notifications.
Interpret dashboard compliance risk metrics
Interpret dashboard compliance risk metricsUse overdue, due-soon, renewal and notification counts as operational queues rather than static totals.
Open guide →GuideUse display references and certificate numbers
Use display references and certificate numbersUse generated references to distinguish records, notifications and certificates across workspaces.
Open guide →GuideReview the notification and intimation engine
Review the notification and intimation engineMonitor staged compliance notices, delivery state, opens, verification and generated PDF evidence.
Open guide →GuideRun the intimation engine manually
Run the intimation engine manuallyProcess due notification stages from the administration area.
Open guide →GuideUnderstand staged compliance notifications
Understand staged compliance notificationsInterpret advance, due and overdue notice stages without sending duplicate messages.
Open guide →GuideGenerate a notification PDF
Generate a notification PDFCreate the PDF evidence associated with a notification log.
Open guide →GuideRepair a missing notification PDF
Repair a missing notification PDFRebuild a notification PDF log when the message exists but its generated file is missing.
Open guide →GuideResend a compliance notification email
Resend a compliance notification emailResend an existing notification using its retained log and linked record context.
Open guide →GuideResend the latest notification for a record
Resend the latest notification for a recordUse the record-level action to resend only the latest applicable notification.
Open guide →GuideOpen the latest notification PDF for a record
Open the latest notification PDF for a recordJump from a compliance record to its most recent notification PDF.
Open guide →GuideUse the public compliance renewal link
Use the public compliance renewal linkOpen the tokenised renewal page sent with a compliance notification.
Open guide →GuideConfigure and run the Compliance Monitor cron
Configure and run the Compliance Monitor cronUse the protected cron endpoint for property/supplier sync, notification processing and GDPR retention execution.
Open guide →GuideSend an AML / KYC notification
Send an AML / KYC notificationSend the approved AML/KYC record through the supported notification workflow.
Open guide →GuideReview the scheduled GDPR retention cycle
Review the scheduled GDPR retention cycleCheck the retention summary produced by the protected Compliance Monitor cron.
Open guide →GuideUse tenant information pack acknowledgement
Use tenant information pack acknowledgementAllow the tokenised recipient to acknowledge receipt of the issued information pack.
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