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Overview


Administrators assign action items to team members who receive daily email reminders from ZenGRC. The email contains links directing them to the To-Do List, which is the single point of interaction between the

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The following are general rules surrounding daily email notifications:

  • Users only receive daily email notification if they have items assigned or if they are item verifiers.
  • Items are only included in the daily email notification after their start dates.
  • The following are included in the daily email notification:
    1. Evidence request (request)
    2. Control assessment (assessment)
    3. Task (workflow task)

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person requesting information and those being asked to provide it.

In addition, tasks can be utilized in an audit or by themselves to request that a user complete an assigned activity.

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Addressing Email Notifications for Action Items


To respond to a request for information found in the action item email, complete the following steps:

  1. Open the email containing the daily compliance notification.

  2. Click Go to Your To-Do List.

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  1. Clicking Go to Your To-Do List opens the To-Do List home page, which displays all of your linked, assigned items.

                    

  2. Alternatively, clicking an individual to-do item allows you to bypass the master to-do list and open the item directly.

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Administrators have the option to switch off daily email notification for the entire ZenGRC instance. This only impacts the daily email notification and not any other notifications in the application.

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  1. For more information on managing your action item requests, see To-Do List.


Addressing Email Notifications for @Mentions


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For more information on comments, see Fundamentals of Navigating and Editing.