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AVEVA™ Contract Risk Management - Company Portal

System Emails

  • Last UpdatedJan 25, 2021
  • 12 minute read

The following tables list the sender and recipients of emails sent by the AVEVA Contract Risk Management system.

General

Email Subject

Sample Email Body

Triggered By

From

To

Password Reset Request

A request has been made to reset the password for your account.

A user requests a password reset.

See Logging In With ProCon Details.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The company user or contractor contact who requested a password reset request.

Batch Download Confirmation and Attachment

Please find a zip file attached containing the documents you downloaded from AVEVA Contract Risk Management.

A user requests a batch download of documents.

See Download multiple documents.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The user who requested the batch download of documents.

Project/Dept

Email Subject

Sample Email Body

Triggered By

From

To

Successful Import of Control Accounts for <Project/Dept Reference> - <Project/Dept Name>

An import of control accounts has been successful.

A file of control accounts is successfully imported to AVEVA Contract Risk Management.

See Control accounts.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The user who imported the file.

Errors in Import of Control Accounts for <Project/Dept Reference> - <Project/Dept Name>

An import of control accounts has errors. Not all control accounts were successfully imported.

A file of control accounts is imported to AVEVA Contract Risk Management with errors.

See Control accounts.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The user who imported the file.

Pre Award

Tender General

Email Subject

Sample Email Body

Triggered By

From

To

Tender Message - <Tender Reference> - <Tender Name>

Tender Name / Tender Reference

Message Subject

Response Required: Yes

A bidder sends a tender message to the company.

See Tender messages.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The tender team members with Tender - Messages View Access permission

Tender Message - <Tender Reference> - <Tender Name>

Tender Name / Tender Reference

Message Subject

Response Required: Yes

The company sends a tender message to a bidder.

See Tender messages.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The contractor contact to whom the message was sent.

Review Schedule Items

Email Subject

Sample Email Body

Triggered By

From

To

Tender Review Request - <Tender Reference> - <Tender Name> - <Review Name>

Please review this <Review Name> package.

Reviewers are assigned to a Review schedule item.

See Create a tender document review.

The email address of the user who created the Review schedule item (usually a tender administrator).

The assigned reviewers.

Tender Review Update - <Tender Reference> - <Tender Name> - <Review Name>

The list of reviewers has been modified.

Reviewers are removed from a Review schedule item.

The email address of the user who created the Review schedule item (usually a tender administrator).

The users who are no longer assigned as reviewers.

Tender Review Packet Update - <Tender Reference> - <Tender Name> - <Review Name>

This review package has been updated.

A user makes an update to the tender review and selects to notify the other reviewers.

The email address of the user who created the Review schedule item (usually a tender administrator).

The assigned reviewers.

Review Attached File

A user selects to send the files attached to a tender review to an email address.

See Email documents to external reviewers.

The email address of the user who created the Review schedule item (usually a tender administrator).

The specified email address.

Tender Review Status Update - <Tender Reference> - <Tender Name> - <Review Name>

The status of your review has been updated to In Progress.

The tender review is marked as In Progress.

See Mark reviews as In Progress.

The email address of the user who marked the review as In Progress.

The user who created the Review schedule item (usually a tender administrator).

Tender Review Update - <Tender Reference> - <Tender Name> - <Review Name>

<Reviewer> has completed this review.

A reviewer marks their review as Complete.

See Mark reviews as Complete.

The email address of the user who marked their review as Complete.

The user who created the Review schedule item (usually a tender administrator).

Tender Review Update - <Tender Reference> - <Tender Name> - <Review Name>

All reviewers have completed their review.

All reviewers have marked their reviews as Complete.

See Mark reviews as Complete.

The email address of the user who created the Review schedule item (usually a tender administrator).

The user who created the Review schedule item (usually a tender administrator).

Tender Review Deleted - <Tender Reference> - <Tender Name> - <Review Name>

This request for review has been deleted.

The tender review is deleted.

See Manage document reviews.

The email address of the user who created the Review schedule item (usually a tender administrator).

The assigned reviewers.

Tender Review Closed - <Tender Reference> - <Tender Name> - <Review Name>

The Review Manager has closed this review package.

The tender review is closed.

See Manage document reviews.

The email address of the user who created the Review schedule item (usually a tender administrator).

The assigned reviewers.

Despatch/Tracking Schedule Items

Email Subject

Sample Email Body

Triggered By

From

To

Tender Despatch - <Tender Reference> - <Tender Name>

<Organization> has invited you to make a submission for the following:

Task Title

A Despatch/Tracking schedule item request is dispatched to bidders via email.

See Create requests for contractor submissions.

The email address of the user who created the Despatch/Tracking schedule item (usually a tender administrator).

The bidders included in the Despatch/Tracking schedule item.

Outstanding Submission Reminder - <Tender Reference> - <Tender Name> - <Task Name>

REMINDER: THE CLOSING DATE FOR ACCEPTING SUBMISSIONS IS

The Final Submission Date is one day away.

The email address of the user who created the Despatch/Tracking schedule item (usually a tender administrator).

The bidders included in the Despatch/Tracking schedule item. who have not yet submitted a response.

Secure Opening task has been assigned to you - <Tender Reference> - <Tender Name>

You have been assigned the role of Opening Authority for this submission.

A user is assigned as the Opening Authority for a Despatch/Tracking schedule item.

See Create requests for contractor submissions.

The email address of the user who created the Despatch/Tracking schedule item (usually a tender administrator).

The user assigned as the Opening Authority.

You are no longer responsible for this Secure Opening Task - <Tender Reference> - <Tender Name>

The Secure Opening task has been reassigned to another user.

The assignment as the Opening Authority for a Despatch/Tracking schedule item is removed from a user by the assignment of another.

See Create requests for contractor submissions.

The email address of the user who created the Despatch/Tracking schedule item (usually a tender administrator).

The user who is no longer assigned as the Opening Authority.

Stage Gates

Email Subject

Sample Email Body

Triggered By

From

To

Stage Gate Approval Request - <Tender Reference> - <Tender Name>

<Organization> needs approval for a Stage Gate in order for the Tendering process to continue.

A stage gate package is issued for approval.

See Issue stage gate packages for approval.

The email address of the user who created the stage gate (usually a tender administrator).

The members of the business process role assigned to the stage gate.

Stage Gate Approval Status Update - <Tender Reference> - <Tender Name>

A Business Process Role member has updated the status of your Stage Gate approval request.

A member of the business process role assigned to the stage gate acknowledges receipt of the approval request.

The email address of the member of the business process role assigned to the stage gate who has acknowledged receipt of the approval request.

The user who created the stage gate (usually a tender administrator).

Status Update on Stage Gate Approval - <Tender Reference> - <Tender Name>

A Business Process Role member has updated the status of <Organization>'s Stage Gate approval request.

A member of the business process role assigned to the stage gate updates the status of the approval request.

See Send stage gate status updates.

The email address of the member of the business process role assigned to the stage gate who has updated the status of the approval request.

The user who created the stage gate (usually a tender administrator).

Stage Gate Approval Response - <Tender Reference> - <Tender Name>

A Business Process Role member has made a formal response to your Stage Gate approval request.

A member of the business process role assigned to the stage gate approves or rejects the stage gate package.

See Issue the Responsible Party's formal response.

The email address of the member of the business process role assigned to the stage gate who has approved or rejected the stage gate package.

The members of the business process role assigned to the stage gate.

Stage Gate Approval Response Received - <Tender Reference> - <Tender Name>

A Business Process Role member has made a formal response to <Organization>'s Stage Gate approval request.

A member of the business process role assigned to the stage gate approves or rejects the stage gate package.

See Issue the Responsible Party's formal response.

The email address of the member of the business process role assigned to the stage gate who has approved or rejected the stage gate package.

The user who created the stage gate (usually a tender administrator).

Post Award

Communications

Email Subject

Sample Email Body

Triggered By

From

To

Contract Communication Update

<Communication Title> has been sent to you. The communication requires agreement and reply.

Depends on the communication's notification workflow, but typically by the communication being sent by the company to the contractor, or by the contractor to the company.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

Company to Contractor communications: the Contractor Representative

Contractor to Company communications: the Company Representative

Internal Communications: the defined recipients

AVEVA Contract Risk Management: You have been assigned a Review - <Review Name> - <Contract Reference> - <Communication Reference>

Please click the following link to access and perform the Review to which you have been assigned

Reviewers are assigned to a communication review.

See Communication reviews.

Applies to both best practice reviews created by workflows, and ad hoc reviews created manually.

The email address of the user who created the communication review (Contract Owner for best practice reviews).

The assigned reviewers.

Communication Review Request

You have been unassigned as a reviewer for this review.

Reviewers are unassigned from the review.

The email address of the user who created the communication review (Contract Owner for best practice reviews).

The reviewers who have been unassigned.

Communication Review Cancelled - <Contract Reference> - <Communication Name>

This review has been cancelled.

The communication review is cancelled.

See Cancel reviews.

The email address of the user who created the communication review (Contract Owner for best practice reviews).

The assigned reviewers.

Communication Review ready for Final Decision

This Review has been completed by all involved. It is now ready for a Final Decision

All reviewers for a communication review have provided a Review Status

AND

the review notification options have been set to Notify Review Administrator only when all reviewers have provided a Review Status or Notify Review Administrator at all times.

See Review notification options.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The user who created the communication review (Contract Owner for best practice reviews).

Communication Review Updated

<Reviewer Name> has updated this Review

A reviewer for a communication review has updated their review

AND

the review notification options have been set to Notify Review Administrator at all times.

See Review notification options.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The user who created the communication review (Contract Owner for best practice reviews).

Communication Review Updated

<Reviewer Name> updated the Review with the following Note

A reviewer for a communication review has updated their review with a note

AND

the review notification options have been set to Notify Review Administrator at all times.

See Review notification options.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The user who created the communication review (Contract Owner for best practice reviews).

Communication Review Final Decision made

This Review has been completed by all involved and the final decision has been made.

The final decision has been made for a communication review

AND

the review notification options have been set to Notify Review Administrator only when all reviewers have provided a Review Status or Notify Review Administrator at all times.

See Review notification options.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The user who created the communication review (Contract Owner for best practice reviews).

Communication Workflow Emails

Email Subject

Sample Email Body

Triggered By

From

To

Routing Workflow Error for <Communication Reference> - <Communication Title>

An error occurred while automatically starting the routing workflow for this communication.

An error in the communication routing workflow.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Notification Workflow Error for <Communication Reference> - <Communication Title>

An error occurred while automatically starting the notification workflow for this communication.

An error in the communication notification workflow.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Mapping Workflow Error for <Communication Reference> - <Communication Title>

An error occurred while automatically starting the mapping workflow for this communication.

An error in the mapping workflow.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Contract Obligations

Email Subject

Sample Email Body

Triggered By

From

To

Contract Obligation Due Date - <Contract Name> - <Contract Reference>

The due date has been reached for the following contract obligation

The due date is reached for a contract obligation.

See Contract obligations.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The members of the Responsible Party for the obligation.

Contract Obligation Due Date - <Contract Name> - <Contract Reference>

The due date is approaching for the following contract obligation

The due date is close for a contract obligation.

See Contract obligations.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The members of the Responsible Party for the obligation.

Contract Obligation Due Date Updated - <Contract Name> - <Contract Reference>

The due date has been updated for the following contract obligation

The due date for a contract obligation is updated.

See Edit contract obligations.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The members of the Responsible Party for the obligation.

Contract Obligation Responsible Party Updated - <Contract Name> - <Contract Reference>

You may no longer be responsible for the following contract obligation

Members of the Responsible Party for a contract obligation are removed.

See Edit contract obligations.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The users who are no longer members of the Responsible Party for the obligation .

Contract Obligation Responsible Party Updated - <Contract Name> - <Contract Reference>

The Responsible Party has been updated for the following contract obligation

The Responsible Party for a contract obligation is updated.

See Edit contract obligations.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The members of the Responsible Party for the obligation.

Contract Events

Email Subject

Sample Email Body

Triggered By

From

To

Event Notification - <Contract Reference> - <Contract Name> : <Event Name>

The following event has occurred for this contract

A contract event is triggered.

See Contract events.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Contract Line Items and Rates

Email Subject

Sample Email Body

Triggered By

From

To

Successful Import of <Line Item Type> Line Items for <Contract Reference> - <Contract Name>

An import of <Line Item Type> line items has been successful

A file of line items (of the specific <Line Item Type> is successfully imported to AVEVA Contract Risk Management.

See Importing Contract Line Items.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Errors in Import of <Line Item Type> Line Items for <Contract Reference> - <Contract Name>

An import of <Line Item Type> line items has errors. Not all line items were successfully imported.

A file of line items (of the specific <Line Item Type> is imported to AVEVA Contract Risk Management with errors.

See Importing Contract Line Items.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Successful Import of Rates for <Contract Reference> - <Contract Name>

An import of rates has been successful.

A file of contract rates is successfully imported to AVEVA Contract Risk Management.

See Importing Contract Rates.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Errors in Import of Rates for <Contract Reference> - <Contract Name>

An import of rates has errors. Not all rates were successfully imported.

A file of contract rates is imported to AVEVA Contract Risk Management with errors.

See Importing Contract Rates.

The email address of the Administrator, specified in the site configuration settings.

See System settings.

The Contract Owner.

Delegation of Authority

Email Subject

Sample Email Body

Triggered By

From

To

Delegation of Authority Assignment

Another user has temporarily delegated their tasks and workload to you.

A user delegates their authority.

See Temporarily delegate your authority.

The email address of the user whose authority has been delegated (the delegator).

The user to whom authority has been delegated (the delegate).

Delegation of Authority Assignment

A user's tasks and workload has been temporarily delegated to you.

A user's authority is delegated on their behalf by another user.

See Delegate authority on another user's behalf.

The email address of the user whose authority has been delegated (the delegator).

The user to whom authority has been delegated (the delegate).

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