Company Notification Rules
Important
You must be configured with Compliance Manager or Auditor access permissions for the current vault to be able to view the Company pages within ClearToPay. Only a user with Compliance Manager permissions can edit this page.
Notification rules in ClearToPay™ are automated communication mechanisms designed to provide adequate warning and support prompt action regarding a vendor's compliance status. They ensure that both external vendors and internal project teams are kept informed of missing or expiring documentation.
When notification rules are configured at the company and job levels, the system sends automated email notifications to vendors when the compliance items they are tracking—such as insurance certificates, contractor licenses or certified payroll—are missing, expired or approaching expiration. These rules can be configured to copy internal stakeholders, such as project managers or supervisors to keep them "in the loop" on issues. Additionally, every time an automated notification is sent, ClearToPay records it in .
From My Paperless, click .
In the ClearToPay™ navigation bar, click .
Click .
A page similar to the following displays.
From the Notification Rules page, you can perform the following tasks:
Click to print the Notifications Rules grid.
Click to export the grid information to Excel, CSV or PDF.
Notification Rules Configuration
Select one of the notification rules from the grid to populate its notification job in the Notification Rules Configuration section. See Configure Notification Rules for more information on setting up the applicable rules.
Note
Compliance Managers can edit email templates in the Notification Rules Configuration section by clicking the button. Email templates can also be added or edited within .
Click the check box for a specific notification rule to populate the Notification Rules Configuration section at the bottom of the page. Not all notification rules need to be configured for the company, job and vendor levels.
Company Level Configuration: Choose the appropriate template for your selected Notification Rule from the Email Template Name dropdown and the timing from the Frequency dropdown. Click the button if you need to make updates to the template or add a new template if one does not exist in the system.
Default Job Level Configuration: Choose the appropriate template for your selected Notification Rule from the Email Template Name dropdown and the timing from the Frequency dropdown. Click the button if you need to make updates to the template or add a new template if one does not exist in the system.
Default Vendor Level Configuration: Choose the appropriate template for your selected Notification Rule from the Email Template Name dropdown and the timing from the Frequency dropdown. Click the button if you need to make updates to the template or add a new template if one does not exist in the system.
Select the check box to make the notification rule available.
Click .
Repeat the steps above to configure additional notification rules.