*OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable the Program Compliance Management system. |
The following is a list of replacement tags that can be used in Program
Compliance notification emails. These emails are defined in System
> Correspondence > Templates. Default templates have been
provided for you; however, you may customize the contents of the template
to meet your needs.
Please note that the value returned on a single tag may vary depending on the level from which it is being sent.
| This replacement tag... | will be replaced with... | Program Level |
Location Level |
Task Level |
| [[Assigned To]] | the user assigned to this task | X | ||
| [[Audit]] | the name of the auditor assigned to conduct the audit. (This is the same as the [[Auditor]] tag.) | X | ||
| [[AuditCompanyAddress]] | the entire address of the audit company, as it may appear on an envelope | X | ||
| [[AuditCompanyAddress1]] | the value assigned to the Address 1 field of the audit company profile | X | ||
| [[AuditCompanyAddress2]] | the value assigned to the Address 2 field of the audit company profile | X | ||
| [[AuditCompanyCity]] | the value assigned to the City field of the audit company profile | X | ||
| [[AuditCompanyCountry]] | the value assigned to the Country field of the audit company profile | X | ||
| [[AuditCompanyEmail]] | the value assigned to the Email field of the audit company profile | X | ||
| [[AuditCompanyName]] | the name of the audit company | X | ||
| [[AuditCompanyPhone]] | the phone number specified in the audit company profile | X | ||
| [[AuditCompanyPostalCode]] | the postal code specified in the audit company profile | X | ||
| [[AuditCompanyProvince]] | the Province specified in the audit company profile | X | ||
| [[AuditCompanyState]] | the state specified in the audit company profile | X | ||
| [[AuditCompanyZip]] | the zip code specified in the audit company profile | X | ||
| [[AuditForm]] | the audit form used for the task (either self-audit or verification audit) | X | ||
| [[Auditor]] | the auditor assigned to conduct the audit | X | ||
| [[AuditorAddress]] | the entire address of the auditor, as it may appear on an envelope | X | ||
| [[AuditorAddress1]] | the value specified in the Address 1 field of the auditor's user profile | X | ||
| [[AuditorAddress2]] | the value specified in the Address 2 field of the auditor's user profile | X | ||
| [[AuditorCity]] | the value specified in the City field of the auditor's user profile | X | ||
| [[AuditorCountry]] | the value specified in the Country field of the auditor's user profile | X | ||
| [[AuditorEmail]] | the value specified in the Email field of the auditor's user profile | X | ||
| [[AuditorName]] | the name of the auditor assigned to conduct the audit | X | ||
| [[AuditorPhone]] | the value specified in the Phone Number field of the auditor's user profile | X | ||
| [[AuditorPostalCode]] | the value specified in the Postal Code field of the auditor's user profile | X | ||
| [[AuditorProvince]] | the value specified in the Province field of the auditor's user profile | X | ||
| [[AuditorState]] | the value specified in the State field of the auditor's user profile | X | ||
| [[AuditorZip]] | the value specified in the Zip Code field of the auditor's user profile | X | ||
| [[AuditRequestEndDate]] | the end date requested in the Date Range fields in the Request Audit screen | X | ||
| [[AuditRequestStartDate]] | the start date requested in the Date Range fields in the Request Audit screen | X | ||
| [[AuditScheduledEndDate]] | the end date of the scheduled audit | X | ||
| [[AuditScheduledStartDate]] | the start date of the scheduled audit | X | ||
| [[AuditType]] | the audit type assigned to the audit | X | ||
| [[CurrentDateTime]] | the current date and time of the server | X | ||
| [[Location]] | the name of the location | X | X | |
| [[LocationAddress]] | the entire address of the location, as it may appear on an envelope | X | ||
| [[LocationAddress1]] | the value specified in the Address 1 field of the location profile | X | ||
| [[LocationAddress2]] | the value specified in the Address 2 field of the location profile | X | ||
| [[LocationCity]] | the value specified in the City field of the location profile | X | ||
| [[LocationComment]] | the comment field on the location record if being populated | X | ||
| [[LocationContactName]] | the name of the Primary Contact associated with the location | X | ||
| [[LocationCountry]] | the value specified in the Country field of the location profile | X | ||
| [[LocationId]] | the Location ID of the location | X | X | |
| [[LocationName]] | the name of the location | X | ||
| [[LocationPhone]] | the phone number associated with the location | X | ||
| [[LocationPostalCode]] | the value specified in the Postal Code field of the location profile | X | ||
| [[LocationProvince]] | the value specified in the Province field of the location profile | X | ||
| [[LocationState]] | the value specified in the State field of the location profile | X | ||
| [[LocationType]] | the Location Type assigned to the location | X | ||
| [[LocationUDF01]] | the value assigned to user-defined location field 01 | X | X | |
| [[LocationUDF02]] | the value assigned to user-defined location field 02 | X | X | |
| [[LocationUDF03]] | the value assigned to user-defined location field 03 | X | X | |
| [[LocationUDF04]] | the value assigned to user-defined location field 04 | X | X | |
| [[LocationUDF05]] | the value assigned to user-defined location field 05 | X | X | |
| [[LocationUDF06]] | the value assigned to user-defined location field 06 | X | X | |
| [[LocationUDF07]] | the value assigned to user-defined location field 07 | X | X | |
| [[LocationUDF08]] | the value assigned to user-defined location field 08 | X | X | |
| [[LocationUDF09]] | the value assigned to user-defined location field 09 | X | X | |
| [[LocationUDF10]] | the value assigned to user-defined location field 10 | X | X | |
| [[LocationZip]] | the value specified in the Zip Code field of the location profile | X | ||
| [[Logs]] | the results of a Launch or Submit action | X | ||
| [[MilestoneCompletionDate]] | the date on which the milestone was marked complete | X | ||
| [[MilestoneDescription]] | the value specified in the description field of the milestone profile | X | ||
| [[MilestoneDueDate]] | the date on which the milestone is due | X | ||
| [[MilestoneName]] | the name of the milestone | X | ||
| [[PaymentAmount]] | the amount of the payment. <No Payment> will display is no payment has been made. | X | ||
| [[PaymentDate]] | the date on which the payment was made. <No Payment> will display is no payment has been made. | X | ||
| [[PaymentTransactionNumber]] | the transaction number of the payment that was made. <No Payment> will display is no payment has been made. | X | ||
| [[ProgramDescription]] | the value specified in the Description field of the program profile | X | ||
| [[ProgramEndDate]] | the date on which the program ended (the date on which the END PROGRAM button was clicked). | X | ||
| [[ProgramLastDueDate]] | the due date of the last task of the program | X | ||
| [[ProgramName]] | the name of the program | X | ||
| [[ProgramStartDate]] | the date on which the program was launched | X | ||
| [[TaskCancelledDate]] | the date on which the task was cancelled | X | ||
| [[TaskCompletionDate]] | the date on which the task was marked complete | X | ||
| [[TaskDaysTilDue]] | the number of days until the task is due | X | ||
| [[TaskDescription]] | the value specified in the Description field of the task profile | X | ||
[[TaskDueDate]] |
the date on which the task is due |
|
|
X |
| [[TaskName]] | the name of the task | X | X | X |
| [[TaskNameDueDate]] | X | |||
| [[Tasks]] | a list of all tasks, either in the program, or assigned to a location | X |
X
|
|
| [[TasksModified]] | a list of all tasks that have been modified, either in the program or assigned to a location |
X
|
||
| [[TasksOutstanding]]
|
a list of all tasks that have not yet been completed, either in the program or assigned to a location | X |
||
| [[TasksPastDue]] | a list of tasks past due by name, due date, and assigned to | X |
ref: Programs |
|