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

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

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"