In Tide you are able to set what notifications you receive. To do so, navigate to your account in the top right of the screen, click on your name, and then select Notifications. This will take you to the Notifications Centre.
Notifications are maintained within the grid. Each entry will result in separate notifications being sent to you. To add a new notification, select Add Notification.
You then need to enter details in the following fields:
- Name – you can give the notification a name if you wish, which will appear in the email notification you receive.
- Event – select the event that will trigger you receiving a notification (further details on each Event are set out below).
- Class of Business – you will only receive notifications relating to Contracts/Sections that contain the Classes of Business you select.
- Bordereau Type – if a Bordereaux related notification, then you can select which types of Bordereau should trigger a notification.
- Frequency – select when you should receive notifications (further details on the Frequency options by Event are set out below).
- Association Condition – for Bordereaux Events you can select how your company’s relationship with the Contract should trigger notifications; whether the Leader, Follower, Contract Administrator, or Transformation company.
Notification Events
The below table sets out the different Notification Events you can select, their definition, and the scope of Bordereaux that are included depending on the Frequency of the notification.
| Event |
Event Definition | Weekly | Daily | Real-Time | Conditions | |||
|---|---|---|---|---|---|---|---|---|
| Scope |
Event Notification Text |
Scope |
Event Notification Text |
Scope |
Event Notification Text |
|||
Bordereau Due |
Bordereau that are due to be received. |
Those Bordereau that will become due this week (Monday to Sunday). |
This is a weekly notification of Bordereaux that will become due this week. |
Those Bordereau that have become due Today. |
This is a daily notification of those Bordereaux that have become due today. |
N/A |
N/A |
All, Leader, Follower, Contract Administrator, Transformation Role |
Bordereau Overdue |
Bordereau with a Status of Overdue. |
Those Bordereau that are currently overdue. |
This is a weekly notification of Bordereaux that are currently overdue. |
Those Bordereau that are currently overdue. |
This is a daily notification of Bordereaux that are currently overdue. |
N/A |
N/A |
All, Leader, Follower, Contract Administrator, Transformation Role |
Bordereau Uploaded |
Bordereau |
N/A |
N/A |
N/A |
N/A |
When a Bordereau is uploaded. |
This is a notification that a Bordereau has been uploaded. |
All, Leader, Follower, Contract Administrator, Transformation Role |
Bordereau Review Errors |
Bordereau that have a Status of Review Errors. |
Those Bordereaux that are currently in a Status of Review Errors. |
This is a weekly notification of Bordereaux that are currently in a Status of Review Errors. |
Those Bordereaux that are currently in a Status of Review Errors. |
This is a daily notification of Bordereaux that are currently in a Status of Review Errors. |
When a Bordereau moves to a Status of Review Errors. |
This is a notification that a Bordereau has moved to a Status of Review Errors. |
All, Leader, Follower, Contract Administrator, Transformation Role |
Bordereau For Assignment |
Bordereau that have a Status of For Assignment. |
Those Bordereaux that are currently in a Status of For Assignment. |
This is a weekly notification of Bordereaux that are currently in a Status of For Assignment. |
Those Bordereaux that are currently in a Status of For Assignment. |
This is a daily notification of Bordereaux that are currently in a Status of For Assignment. |
When a Bordereau moves to a Status of For Assignment. |
This is a notification that a Bordereau has moved to a Status of For Assignment. |
All, Leader, Follower, Contract Administrator, Assignment Role |
Bordereau Awaiting Approval |
Bordereau that have a Status of For Approval. |
Those Bordereaux that are currently in a Status of Approval. |
This is a weekly notification of Bordereaux that are currently in a Status of Approval. |
Those Bordereaux that are currently in a Status of Approval. |
This is a daily notification of Bordereaux that are currently in a Status of Approval. |
When a Bordereau moves to a Status of Approval. |
This is a notification that a Bordereau has moved to a Status of Approval. |
All, Leader, Follower, Contract Administrator, Approval Role |
Bordereau Approved |
Bordereau that have a Status of Approved. |
Those Bordereaux that moved to a Status of Approved the previous week (Monday to Sunday). |
This is a weekly notification of Bordereaux that have moved to a Status of Approved in the previous week (Monday to Sunday). |
Those Bordereau that moved to a Status of Approved yesterday. |
This is a daily notification of Bordereaux that have moved to a Status of Approved yesterday. |
When a Bordereau moves to a Status of Approved. |
This is a notification that a Bordereau has moved to a Status of Approved. |
All, Leader, Follower, Contract Administrator, Approval Role |
Bordereau Unapproved |
Bordereau that have been unapproved after reaching a Status of Approved. |
Those Bordereaux that moved from a Status of Approved to For Approval the previous week (Monday to Sunday). |
This is a weekly notification of Bordereaux that have been unapproved, following reaching a Status of For Approval in the previous week (Monday to Sunday). |
Those Bordereaux that moved from a Status of Approved to For Approval yesterday. |
This is a daily notification of Bordereaux that have been unapproved, following reaching a Status of For Approval yesterday. (Monday to Sunday). |
When a Bordereau moves from a Status of Approved to For Approval. |
This is a notification of a Bordereau that has been unapproved, following reaching a Status of Approved. |
All, Leader, Follower, Contract Administrator, Transformation Role |
Bordereau Rejected |
Bordereau that have been rejected after reaching a Status of For Approval. |
Those Bordereaux that moved from a status of For Approval to Review the previous week (Monday to Sunday) |
This is a weekly notification of Bordereaux that have been rejected, following reaching a status of Review in the previous week (Monday to Sunday) |
Those Bordereaux that moved from a Status of For Approval to Review yesterday. |
This is a daily notification of Bordereaux that have been rejected, following reaching a Status of Review yesterday. |
When a Bordereau moves from a Status of For Approval to Review. |
This is a notification of a Bordereau that has been rejected, following reaching a Status of For Approval |
All, Leader, Follower, Contract Administrator, Transformation Role |
Added to Contract |
When a Division is added to a Draft Contract. |
Those Contracts where a Division associated with the User via Teams and the |
This is a weekly notification of Draft Contracts that your Company has been added to in the previous week (Monday to Sunday). |
Those Contracts where a Division associated with the User via Teams and the |
This is a daily notification of Draft Contracts that your Company has been added to yesterday. |
A Contract where a Division associated with the User via Teams and the |
This is a notification of a Draft Contract that your Company has been added to yesterday. |
N/A |
Contract Update |
A Contract for which has had a Contract Change. This could be moving from Draft to Signed or subsequent Endorsements. This does not include Contract Settings changes. |
Those Contracts where a Division associated with the User via Teams and the Classes of Business of the Notification have been subject to a Contract Change in the previous week (Monday to Sunday). |
This is a weekly notification of Contracts that your Company is associated with have moved to a Signed Status or been endorsed in the previous week. (Monday to Sunday). |
Those Contracts where a Division associated with the User via Teams and the Classes of Business of the Notification have been subject to a Contract Change yesterday. |
This is a daily notification of Contracts that your Company is associated with have moved to a Signed Status or been endorsed yesterday. |
A Contract where a Division associated with the User via Teams and the Classes of Business of the Notification have been subject to a Contract Change. |
This is a notification of a Contract that your Company is associated with has moved to a Signed Status or been endorsed. |
N/A |
| All Functional Error(s) encountered during Contract Message Processing Error |
When a contract processing error has been raised, even when that error was raised on a previous attempt at processing the contract |
All functional errors raised in the previous week (Monday to Sunday) |
This weekly notification has been generated where new errors have been encountered processing a Contract from an external system. |
All functional errors raised yesterday for Contracts |
This daily notification has been generated where new errors have been encountered processing a Contract from an external system. |
Functional error(s) raised for Contracts |
This real-time notification has been generated where new errors have been encountered processing a Contract from an external system. |
The Contract Administrator for the contract is a Division associated with the user |
| Functional Error(s) encountered during Contract Message Processing |
When a contract processing error has been raised and the error has not been raised on a previous attempt at processing the contract | Functional error(s) in the previous week (Monday to Sunday) not previously raised against a given contract | This weekly notification has been generated where new errors have been encountered processing a Contract from an external system. |
Functional error(s) yesterday not previously raised against a given contract |
This daily notification has been generated where new errors have been encountered processing a Contract from an external system. |
Functional error(s) not previously raised against a given contract |
This real-time notification has been generated where new errors have been encountered processing a Contract from an external system. |
The Contract Administrator for the contract is a Division associated with the user |
| Gross Premium Income Limit Exceeded |
When the Gross Premium assigned to a section exceeds the specified GPIL for that section. |
Those Gross Premium Income Limits that have been exceeded in the previous week. |
This is a weekly notification of Gross Premium Income Limits that have been exceeded. |
Those Gross Premium Income Limits that were exceeded yesterday. |
This is a daily notification of Gross Premium Income Limits that have been exceeded. |
When a Gross Premium Income Limit has been exceeded. |
This is a notification that a Gross Premium Income Limit has been exceeded. |
All, Leader, Contract Administrator |
| Gross Premium Income Limit Notification Percentage Met |
When the Gross Premium assigned to a section reaches or exceeds the specified GPIL notification percentage for that section. |
Those Gross Premium Income Limit Notification Percentages that have been exceeded in the previous week. |
This is a weekly notification of Gross Premium Income Limit Notification Percentages that have been met. |
Those Gross Premium Income Limit Notification Percentages that were exceeded yesterday. |
This is a daily notification of Gross Premium Income Limit Notification Percentages that have been met. |
When a Gross Premium Income Limit Notification Percentage has been met. |
This is a notification that a Gross Premium Income Notification Percentage has been met. |
All, Leader, Contract Administrator |