Custom Notifications

Custom notifications allow users to create personalized alerts for contracts, suppliers, or savings records.

These notifications ensure that stakeholders are reminded of important tasks or updates that may not be covered by automated alerts.

Unlike system-generated notifications, custom notifications are fully customizable and can be tailored to match your organization's specific needs.

The below video walks through how to create a custom notification for a contract. You can also create custom notifications for supplier, sourcing and savings records.

When to Use This Feature

• When setting personalized reminders for contract renewals, compliance checks, or other critical deadlines.

• When ensuring that record owners receive timely alerts on important actions.

• When a task or event is not covered by an automated notification and requires manual tracking.

• When multiple users need visibility on upcoming contract-related tasks.

• When setting up custom workflows for contract monitoring and follow-ups.

Key Features of Custom Notifications

✅ Tailored Alerts – Create notifications specific to your organization’s needs.

✅ Notification Delivery – Custom notifications are sent via email and displayed in the system in the same locations as automated notifications.

✅ Shared Access – Both the record owners and the notification creator will receive custom notifications.

Step-by-Step Guide

1. Navigate to the Relevant Section

• Go to the Contracts, Suppliers, eSourcing or Savings Management module.

• Locate and open the specific record (e.g., a contract or supplier).

2. Access the Custom Notifications Tab

• Click on the Custom Notifications tab within the selected record.

3. Create a Custom Notification

• Click the Create Custom Notification button.

• Enter the following details:

  • Message – Provide a detailed description of the alert or action required.

  • Notification Date – Select the date when the notification should be sent.

4. Save the Notification

• Review the details entered.

• Click Save to activate the notification.

Receiving Custom Notifications

In-System Notifications

• Custom notifications appear in the same Notification sections as automated alerts.

• The notification creator and record owner will receive the alert on the specified date.

Email Notifications

• Custom notifications are also sent via email for added visibility.

• Both the creator of the notification and record owner will receive an email reminder on the scheduled date.

Managing Existing Notifications

View Notifications

• Navigate to the Custom Notifications tab within the selected record.

• A list of active and past custom notifications will be displayed.

Edit or Delete Notifications

• Locate the notification in the Custom Notifications tab.

• Click the Actions Menu and select:

  • Edit – Modify the notification message or change the scheduled date.

  • Delete – Remove the notification entirely from the record.

Recurring Custom Notifications

Recurring custom notifications allow you to set up reminders that repeat automatically at regular intervals, removing the need to manually recreate the same notification each time.

• Where to Find This:
  Navigate to any module that supports custom notifications and create or edit a notification using the Create Custom Notification modal.

• How to Set a Recurring Notification:

  • Enter your notification message and select a Notification Date.

  • Use the Repeat Notification dropdown to choose how often the notification should repeat:

    • Does Not Repeat (default)

    • Monthly

    • Quarterly

    • Annually

  • Save the notification.

  • The first notification will trigger on the selected date, with future notifications automatically scheduled based on the chosen interval.

• How It Works:

  • The same notification message is used for each occurrence.

  • Each recurrence is triggered using the existing notification system.

  • Notifications will continue to repeat until they are manually deleted or disabled.

• Examples of Use:

  • Set monthly reminders to review supplier performance.

  • Schedule quarterly contract check-ins.

  • Create annual renewal or compliance reminders.

• Managing Recurring Notifications:

  • Deleting a custom notification will stop all future occurrences.

  • Existing notifications created before this feature will default to Does Not Repeat.

  • Previous triggered notifications will continue to appear in the Past Custom Notifications table for reference.

• Why This Matters:
  Recurring notifications ensure important tasks and deadlines are never missed, helping you maintain consistency and stay on top of ongoing activities without manual effort.

Key Considerations & Best Practices

✅ Use Clear & Actionable Messages – Ensure the notification message is specific, detailing what needs to be done.

✅ Set Realistic Notification Dates – Choose a date that allows enough time for users to act on the alert.

✅ Leverage Shared Access – Assign record owners to ensure notifications reach the right stakeholders.

✅ Regularly Review Custom Notifications – Check the Custom Notifications tab to manage or update scheduled alerts.

✅ Combine with Automated Notifications – Use both custom and automated alerts for a more comprehensive tracking system.

Additional Resources

📌 Related User Guides:

• Automated Notifications – Understanding automated notifications.