Compliance Tracker 365 can send email or Teams notifications to alert users that they have important content to read.
Notifications are generated through reports and sent by the CT365 Management Solution account.

✉️ Notification Layout Templates

Compliance Tracker 365 includes standard templates for both email and Teams messages.

To preview layouts:

• Add your test email address (with outstanding reads) into Select report data > Profile filter in reports.

Default Email with Description Template

• Contains up to 20 unread items.

Other Templates

• Default email template → Sends links to content with associated targeting terms.
• Default email template cc manager → Same as above, but CCs the person’s manager.
• Default email template summary count → Shows a count of outstanding reads, with a link to My Reads.
• Default Teams template → Sends links to content with associated targeting terms.
• Default Teams summary → Provides a summary of outstanding reads.
• Default Teams card template → Displays content links in a card format.

🔮 Future release: Custom template generation and scheduling will be available.

🚀 Sending Notifications

Notifications are sent from the Reports tab.
The standard Non-compliant only report can be used to generate base data, containing all non-compliant read statuses across targeted content in sites using shared terms.

Steps to Send Notifications

1. Open the Management page from Site pages.
2. Open the Non-compliant mandatory for notifications report and validate the data.
3. Click Select report data, refine the query if needed, then scroll to the end of the panel.
   • If data has changed, click View report to refresh.
4. Under Report options, update the File name to Non-compliant notifications.
   • ⚠️ The file will be overwritten if it already exists.
5. Select a Notification template from the layouts above.
6. Click View reports and then Send now.
   • The data will be processed and the notification queued for sending.

🔗 Notification Report Link

• Notifications can also be triggered via a report link.
• To generate the link:
  • Click View reports → Copy link.

📝 Adding Document Descriptions to Notifications

To display document descriptions in notifications:

1. Open the library containing targeted documents.
2. Click to show columns.
   
   
3. Select the Description column to display in the view.
   
   
4. Choose Edit from the column menu.
   
   
5. Click Save to make the column editable for content.