Getting Started (For All Users)
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      2. Getting Started (For All Users)

      Managing SurePact Notifications

      Introduction

      SurePact keeps you informed with real-time notifications and task reminders, ensuring you never miss important updates, approvals, or actions. Notifications help track record changes, while tasks provide clear action items requiring completion.

      This guide explains how SurePact notifications work, how to manage them efficiently, and best practices for staying on top of updates.

      Understanding Notifications & Tasks

      Notifications 🔔

      SurePact notifications provide real-time updates about:

      ✔️ Approvals requested on records you manage.

      ✔️ Updates to records where you are a member.

      ✔️ Risk assessments and compliance actions.

      ✔️ Record modifications or status changes.

      ✔️ Comments or governance log updates.


      💡 Tip: Notifications do not require action, but they provide awareness of changes within SurePact.

      Tasks ✅

      Tasks in SurePact require action and are typically assigned by the Record Manager but can be created by other Members of the record as needed, with the exception of Risk Approvals. These can include:

      ✔️ Approvals (e.g., Risk, Eligibility, Application Approvals).

      ✔️ Completing a risk review or assessment.

      ✔️ Updating an assigned record task.

      ✔️ Providing a milestone or compliance report.

      ✔️ Completing project deliverables.


      💡 Tip: Tasks remain active until completed, while notifications simply inform you of updates.

      Where to Find Notifications & Tasks

      Notifications Bell  Gif - Bell Notification

      • Located in the top-right corner of SurePact.

      • Displays unread notifications for approvals, changes, and updates.

      • Clicking a notification logs that you have viewed it, which updates the governance log.

      • You can click Mark All as Read, but it is recommended to review notifications first.

      Tasks Widget ✅

      • Found on the bottom of your SurePact Homepage.

      • Displays all assigned tasks requiring action.

      • Hover over a task preview to see full details before clicking on it.

      • Clicking a task opens the related record for completion.

      • Tasks remain until manually completed by the assigned user.

      • Click View All Tasks to see a full list of your assigned tasks in one place.

      Managing Record-Specific Notifications

      Notifications for a record are managed by the Record Manager. Individual users cannot enable or disable notifications for themselves, but they can request that the Record Manager turn notifications off for a specific record if needed.

      How to Request Notification Changes for a Record:

      1. Identify the Record Manager for the specific record.
      2. Contact them directly to request notification changes.
      3. If approved, the Record Manager can disable notifications for you in the Members Section of the record.

      💡 Tip: Disabling notifications does not remove your access to the record—it only stops notifications for updates.

      Organising SurePact Emails

      SurePact sends email notifications for assigned tasks, approvals, and record changes. To keep your inbox organised, set up email rules or filters in your email provider.

      Setting Up Email Rules in Outlook

      1. Create a SurePact Folder:
        • Right-click your inbox > Select New Folder.
        • Name it SurePact > Click OK.
      2. Create an Email Rule:
        • Go to Rules > Manage Rules & Alerts.
        • Click New Rule > Apply rule on messages I receive.
        • Select with specific words in the subject or body.
        • Enter "SurePact" and click Add.
        • Select Move it to the specified folder and choose SurePact.
        • Click Finish.

      💡 Tip: You can create separate folders for SurePact tasks and notifications by filtering keywords such as "task" or "notification."

      Setting Up Filters in Gmail

      1. Create a SurePact Label:
        • Click More in the left menu > Create new label.
        • Name it SurePact > Click Create.
      2. Create an Email Filter:
        • In the search bar, click Show search options (small triangle icon).
        • In the From field, enter "noreply@surepact.com".
        • Click Create filter.
        • Tick Apply the label and select SurePact.
        • Click Create filter.

      💡 Tip: If you want SurePact emails to skip your inbox, also select Skip the Inbox (Archive it) during setup.

      Best Practices for Managing Notifications

      ✔ Check the Notifications Bell regularly to stay informed.

      ✔ Clear completed tasks to keep your Tasks Widget organised.

      ✔ Disable notifications for low-priority records to reduce inbox clutter.

      ✔ Set up email rules to organise SurePact updates efficiently.

      ✔ If you stop receiving notifications, ensure your email is correct in your User Profile.

      Troubleshooting Notification Issues

      ❓ Not receiving notifications?

        • Check your email address in User Profile.
        • Verify your organisation allows SurePact emails (check spam/junk folder).
        • Ensure you have notifications enabled for the record.

      ❓ Too many notifications?

        • Disable notifications for non-critical records in the Members Section.

        • Set up email filtering rules to keep messages organised.

      ❓ Tasks not showing in the Tasks Widget?

        • Make sure the task is assigned to your user account.

        • Contact the Record Manager if you believe you should have a task but do not see it.


      📌 For further support, contact your SurePact Administrator or log a Support Ticket.