Creating monthly compliance report notifications in LCvista involves setting up automatic email alerts in the Notifications hub. Follow these steps to ensure your team stays informed about upcoming jurisdiction and CPE deadlines.

Setting Up Jurisdiction Deadline Email Notifications

1. Access the Notifications hub in your LCvista account.
2. Create a new notification and select Jurisdiction Deadline notification type from the event drop-down.
3. Customize the notification template to include variable tags, such as $REPORT_NAME, $DOWNLOAD_LINK, $EXPIRE_DAYS, and $REPORT_DATE.
4. Select the checkbox for Send Emails Automatically, set the trigger either x days before or after the deadline, and specify the number of days relative to a deadline that the notification should be sent.
5. Save the notification template.

Note: Once setup, these emails will go out to all users with an active jurisdiction based on the deadline date. Please refer to this guide on system emails for more information: Notifications. 

By following these steps, you can effectively manage and distribute compliance information within your organization, ensuring that all team members are aware of upcoming jurisdiction deadlines.