This article explains how you can set up notifications that alert you when a user chooses to decline a policy in the Policy Hub. Enabling these notifications helps you monitor compliance more effectively and ensures that the right people in your organisation are informed as soon as a policy is declined.
What Are Policy Declination Notifications?
A policy declination notification is an automated alert generated by the Policy Hub whenever a user indicates that they do not agree to comply with a policy. This feature ensures that key stakeholders can follow up promptly and take appropriate next steps.
How to Enable Declination Notifications in the Policy Hub
Follow the steps below to turn on this feature in your Management Console.
Select the Management Console and go to the Policy Hub.
Navigate to:
Settings > Notifications > Policy Declined Notification
Switch the Declination Notifications setting to On.
Once turned on, the system will begin generating notifications, but you still need to set up who receives them. You can do this by creating a Policy Notification Team.
How to Set Up Recipients for Policy Declination Notifications
To make sure declination notifications reach the correct people, you must configure one or more Policy Notification Teams. Members of these teams will receive an email whenever a user declines a policy.
Step-by-Step: Creating and Configuring a Policy Notification Team
1. Access User Management
Log in to the LMS.
Go to User Management > Teams.
2. Create a Policy Notification Team
Select the Add User Team option and complete the fields on the Add New Team page:
Domain: Choose the staff domain the team will apply to.
Team Key: Enter a clear name, such as Policy Notification Team.
Audience Group:
Leave this blank if team members should receive notifications for all users in the chosen domain.
If notifications should apply only to a specific set of users, create and select an Audience Group.
Offline Activity Team?: Select No.
Is Policy Notification Team?: Select Yes.
Status: Select Live.
Event Team?: Select No.
Select Add to create the team.
3. Verify Your Team
Select Search Teams.
Select Search to view all teams.
Locate your newly created Policy Notification Team in the search results.
4. Add Team Members
Select Edit for the team you created.
In the Add Team Member to: section:
Enter the recipient's work email address.
Select Add Member.
Check that the person now appears under Team Members.
Tip: Make sure anyone you add has an active account on the system and does not have any duplicate email accounts.
Troubleshooting and Tips
If you are not seeing the option to enable Policy Declined Notifications, check whether your role has access to Policy Hub settings.
If notifications are not reaching recipients, verify that members are assigned to a live Policy Notification Team and that their email addresses are correct.
Limitations
Note:
Notifications will only be sent to members of active Policy Notification Teams.
If a user has duplicate or inactive accounts, notifications may not be delivered correctly.
Next Steps
You have now enabled and set up notifications for declined policies. If you need additional help, please contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].