As an Association, Setting up Automated Emails for Risk Management Reports

Overview

Associations can set up automatic emails that will be deployed as the status on a risk management report changes.

Instructions

Step 1:

• From your association dashboard, click on "Association"- "Risk Management"

Step 2:

• Locate and click on the "Settings" button:

Step 3

• For the risk management requirement that the automatic email is being set up for, click on the ID number of such requirement:

Step 4

• Click on the button for Automatic Email Setup for the selected requirement:

Step 5

• Select the appropriate requirement status from the dropdown list and then enter your text for the "Email Subject" and "Email Body"