Configuring advanced notification settings

Use Advanced Notifications to configure notifications in Risk Manager for workflow status changes, object assignment and removal events, and attribute-level changes.

Permissions

Only users with the System Admin role can access and update Advanced Notifications settings.

Opening advanced notifications

1. From the Platform home page (www.diligentoneplatform.com), select the Risk Manager app to open it.

   If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Risk Manager app.

2. In the left navigation panel, select Settings.
3. Select Advanced Notifications.

Configuring workflow status change notifications

Use workflow status change notifications to notify stakeholders when an object moves to a configured workflow stage.

• Recipients Configure roles and recipient attributes for each workflow status.
• Message content Notifications include object name, object type, new workflow stage, object link, and the admin note for that object type.
• No recipients configured If no roles or recipient attributes are configured for a status, no notification is sent for that transition.

This behavior applies across Risks, Controls, Processes, Objectives, Risk Assessments, Control Assessments, and configured custom child object types.

Configuring object assignment and removal notifications

You can configure assignment and removal notifications independently for each object type.

• Field scope For each object type, configure all fields used to identify users or a selected subset.
• Assignment A notification is sent when a user is assigned to a monitored field used to identify users.
• Removal A notification is sent when a user is removed from a monitored field used to identify users.
• Message content Notifications include object name, object type, field name used to identify users, assignment or removal type, object link, and admin note.

Configuring attribute-level change notifications

Attribute-level notifications let you send notifications only when configured conditions are met for a specific object type.

• Logic groups Create named groups of one or more conditions.
• Group operator Set each group to any of the below (OR) or all of the below (AND).
• Recipients per group For each group, configure all fields used to identify users or a selected subset.
• Multiple groups You can configure multiple logic groups for the same object type, and reuse the same attribute in different groups.

Supported condition operators depend on field type:

Field type	Supported operators
Boolean	is true, is false, is blank, is not blank, is changed
Number	equals to, not equals to, greater than, greater than or equals to, less than, less than or equals to, is between, is blank, is not blank, is changed
Text	contains, not contains, equals to, not equals to, is blank, is not blank, is changed
Select	equals to, not equals to, is blank, is not blank, is changed

Attribute-level notifications include object name, object type, logic group name, new attribute value, object link, and admin note.

Configuring admin notes

You can configure a custom admin note for each notification type and object type combination. Notes are added to notifications for that combination.

• No note configured The notification is sent without a note section.
• Updates Changes apply only to notifications sent after the update.

Notification links and access behavior

Notifications include links to the relevant object details page in Risk Manager.

If a recipient does not have access to the linked object, the user is shown a permission error.

Additional scope notes

• Delivery timing Notification delivery timing is managed by the platform notification service.
• Configuration changes Notification configuration changes take effect shortly after they are saved.