Email Templates – Here is where you can customize the notification emails that the application sendsto users. Be careful to not modify anything inside the curly brackets. There are placeholders for dataRisk Management Software Solutions. Guide for Administrators – this is unique to your instance of the application, for example, your organization’s name, the assessment’s name, or a particular user’s name.
Updated 2026-05-14DocumentationRiskWatch platform
What is the Email Templates module in RiskWatch?
Email Templates – Here is where you can customize the notification emails that the application sendsto users. Be careful to not modify anything inside the curly brackets. There are placeholders for dataRisk Management Software Solutions. Guide for Administrators – this is unique to your instance of the application, for example, your organization’s name, the assessment’s name, or a particular user’s name. It sits inside the RiskWatch compliance workspace and shares its data with assessments, the evidence vault, and the audit-pack export so a single change updates every downstream view.
How do I use the Email Templates screen?
Open the RiskWatch app, navigate to the Email Templates module from the main menu, and apply the filters or actions described in the guide below. Permissions follow your role profile, so admins see configuration, assessors see workflow actions, and viewers see read-only data. Saved views and filters persist per user across sessions.
Email Templates – Here is where you can customize the notification emails that the application sendsto users. Be careful to not modify anything inside the curly brackets. There are placeholders for dataRisk Management Software Solutions. Guide for Administrators – this is unique to your instance of the application, for example, your organization’s name, the assessment’s name, or a particular user’s name. Some of the templates allow you to set the timeframes that they will be sent out. We have following email templates:
Create user: Whenever a new user created this create user email template will be sent out to that newly created user. This email is sent out to a new user who has been created, asking them to create a password.
Password Reset: When user forgot his password and when he want to reset his new password by clicking on forgot password button in user login page & also in user module home page for that user reset password reset email will be sent to that user.This email is sent out to that user .
Reset Confirm: When user create new password from password reset email then reset confirm email will be sent to that user.
Resetconfirms email tells user when user resets his password successfully then only this reset confirms email should be sent to that user.
New Assessment: When ever user creates new assessment from assessment module new assessment email should be sent to that user.
This email is sent out to selected users in email template admin, Site contact, Site Supervisor & View only users.
That have been assigned to the Facility being assessed, notifying them that they have a Survey to complete.
In this email template user can set his own new assessment email data when new assessment email should be sent based on this new assessment email template email will be sent.
This email will be sent to admin, Site contact, Site Supervisor & View only users. In new assessment email template based on selected assessment status email will be sent.
When new assessment email template is in enabled state then only new assessment email will be sent when it is in disabled mode new assessment email will not be sent to the users.
New assessment email template can be sent based on user selected Before Start Date, after start date, before end date & after end date.
Completed Assessment: When ever user complete survey for that created assessment from assessment module completed assessment email should be sent to that user.
In this email template user can set his own completed assessment email data when user complete assessment this complete assessment email should be sent based on this complete assessment email set data.
This email will be sent to admin, Site contact, Site Supervisor & View only users. In complete assessment email template based on selected assessment status complete assessment email will be sent.
When complete assessment email template is in enabled state then only complete assessment email will be sent when it is in disabled complete assessment email will not be sent to the users.
New assessment email template can be sent based on user selected Before Start Date, after start date, Before End date & After End date.
Remainder Not Started:This email will be sent to the assigned facility users and those users not started their surveys, reminding them to begin their assessment.
This email will be sent to the template trigger by default “after start Date” Template trigger will be selected.
This email will be sent when survey status is in selected Status.
If user selects “New” and if user not started that survey as per condition in remainder email not started template email will be sent.
User can select all status also as per condition remainder not started email will be triggered.
This email will be sent when it is in enabled status when it is in disabled status this email should not be sent.
This email will be sent based on checked users in send email to field users. Based on user selected day this remainder not started email will be sent.
By default remainder not started email will be sent based on template trigger & Day selection. If user check recurrence check box in remainder not started email as per backend selected time remainder not started email will be sent.
Escalation Not Started: This email will be sent to the created assessment users that have not started their surveysafter reminding them through remainder not started.
This email will be sent whenever user created a survey/ Task and after remainder email triggered and then also user not started assessment survey / Task then this escalation not started email will be sent based on Escalation Not started email template configuration settings. By default this template trigger selected as “after start Date”.
This email will be sent based on escalation not started email status.
Escalation Not Completed: This email will be sent to thecreated assessment users when user assessment status is in new/in progress state then this remainder not started email should be sent.
This Remainder Not Completed email will be sent based on remainder not completed email template configuration set by user. If user select template trigger date as before end date and selected day as 1 then this remainder not completed email will be sent to the user 1 day before end date.
This email will be sent when it is in enabled status when it is in disabled status this email should not be sent.
This email will be sent based on checked users in send email to field users. Based on user selected day this remainder not completed email will be sent. By default remainder not completed email will be sent based on template trigger & Day selection.
If user check recurrence check box in remainder not completed email as per backend selected time remainder not started email will be sent.
Escalation Not Completed: This email will be sent to thecreated assessment users when user assessment status is in new/in progress state then this remainder not started email should be sent.
This Escalation Not Completed email will be sent based on remainder not completed email template configuration set by user.
If user select template trigger date as before end date and selected day as 1 then this remainder not completed email will be sent to the user 1 day before end date.
This email will be sent when it is in enabled status when it is in disabled status this email should not be sent.
This email will be sent based on checked users in send email to field users. Based on user selected day this remainder not completed email will be sent. By default remainder not completed email will be sent based on template trigger & Day selection.
If user check recurrence check box in remainder not completed email as per backend selected time remainder not started email will be sent.
New Task: When user creates a new task then this email should be sent to the send email to selected users in new task email template.
Task Remainder Not Started: When user create new task and that email to send to select user and when those users not started then this task remainder not started email should be sent.
Task Escalation Not Started: When user create new task and that task sent to selected user and after sending task remainder email also if user still not start this task then task escalation not started email should be triggered to that user.
Task Remainder not completed: When user send task to a user and he did not completed the task then this task remainder not completed will be generated.
Task Escalation not completed: When user send task to a user and he did not completed the task after sending task remainder not completed email also then this task escalation not completed will be sent.
Cloning Completed: When user complete clone assessment and when user the survey then this cloning completed email should be triggered to the user.
Task Remainder: When user click on remind button in task details page then this task remainder email should be sent to assigned to users.
Self Assessment Admin complete Notification: When user complete self assessment portal survey then this self assessment admin complete notification will be sent to administrator user.
Self Assessment contract completion Notification: When user completes self assessment portal survey then this self assessment contract complete notification will be sent to sitecontact user.
Edit Task: When user update any created task those updated tasks edit task email template should be sent.
Common questions about Email Templates
What does the Email Templates module integrate with?+
The Email Templates screen shares records with the rest of the RiskWatch compliance suite: Email Templates, Create user, Password Reset, Reset Confirm, plus the cross-mapping engine that connects compliance controls to other frameworks like ISO 27001, SOC 2, HIPAA, NIST 800-53, and PCI DSS. There is nothing to wire up, the integrations are native.
Where does the Email Templates fit in the RiskWatch compliance workflow?+
It is one of 38 screens that make up the Compliance module. Most teams reach it from the compliance dashboard while running an assessment or reviewing posture. See the related-topics sidebar for the workflows it feeds into and the upstream screens that feed it.
References and related standards
Standards and references the Email Templates module aligns with, plus related RiskWatch documentation.
