I would be good if the notifications for support contracts could send mails to the Third Party Sponsor instead of the CISO or similar role.
This would be picked up when setting up the third party.
Yes - can be done in fact r37 has many improvements on this section:
- have the accordion “Expanded” by default
- Include a field “Owner” (multiple select) and “Collaborator” (multiple select)
- setup notifications with warnings (-10,5,1 days, etc) … make sure the custom role “Owner”, “Collaborator” * and “Third Party Sponsor” (this is the role defined when you create a Third Party) is there.
- include advanced filters
Forgot the reference: https://github.com/kisero/eramba_v2/issues/661
Hello,
I would like Eramba to send an email notification X days before the notice period for breaking a contract with a Third Party ends. The purpose is to ensure we have enough time to review the relationship and, if needed, stop working with the third party in line with the agreed notice period.
I tried setting this up but couldn’t find a way to work with dates and offsets. For testing, I added a custom field called “Notify me before” (which represents the notice period + X days set by the owner). I then tried to use this field with the expiry date, configuring it in Status, Notifications, and other available settings, but couldn’t find a solution.
Has anyone managed to set up automated email reminders that account for a contract’s notice period or custom expiry fields? Any advice or best practices would be greatly appreciated!
Thank you!
The following should work:
- go to the support module
- click on notification
- click on add / warning
- select one of the options below
Hello,
This doesn’t quite meet my needs. Contract notice periods can vary, and they are not all the same
Hello,
First of all, I don’t really believe in notifications, but I believe in controls and reports. I know these are only workarounds, not a new feature, but maybe they help you. My ideas:
You can keep track of contracts (for example, in Eramba), and you can create a control - e.g., every quarter somebody has to check deadlines and notify everybody who has responsibility.
OR
You can report every contract with a notice period to third-party sponsors (maybe you have to filter them). They can ignore it - that’s one reason I prefer controls - but hopefully not.
OR
You can simply notify the “Policy Reviewer Contact” (in this case the third-party sponsor) and set the review date according to your requirement. (It can be risky because it is not an automatically calculated date, but the person who reviews the contract has to take responsibility… so it can work too.)
Yeah, I see your point, but what I’m looking for is something automated (Notifications/Reminders)
it does not matter (or maybe i dont understand you) what the deadline of a contract is, the notification applies to all of them. If you set a deadline -1 day, means one day before expiration the notification will trigger.
perhaps you can explain the issue differently and we might then understand what you need.
Hello,
The ultimate objective is to be notified X days before the notice period set by the third party in the contract. For example, let’s say Eramba is a third party for me. In the contract, it states that Eramba will only accept termination if notified at least 90 days before the contract expires.
Also, not all third parties have the same notice period requirements, some require 10 days’ notice, others 60, 90, or other durations. This is exactly why it’s important to have such a usable field (I created it in customization but cannot currently benefit from it). Then i can configure notifications like “remind me -10 days before vendor notice period comes to an end,” “remind me -20 days…” etc., similar to the reminders already in place for contract expiration.
This way, I could set notifications for all vendors to alert me, and a standard number for example, 30 days before the start of their required notice period. That would give me enough time to review the vendor with all interested parties and make an informed decision.
I hope this clarifies my point.
Regards,
I’d think you could create a notify date custom field and build a custom status to trigger when it is today, which would push your notification?
Tinkering around in my playground instance, I did the following -
- Created a notification date custom field. The intent here is you enter whatever date you want to key off of to trigger the notification. My assumption is I would be entering the date I want to be reminded to review the contract.
- Created a custom status to trigger when the notification date matches the current date.
- Created a warning notification for when the dynamic status I created in #1 evaluates as true. (see below).
Of note, you can set multiple conditions to trigger the dynamic status (through the OR operator) which can give you a series of notifications that key off of the entered date.
