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ITM Setup: Resolved Notifications

Purpose Statement

The Resolved Notifications settings within ITM Setup allow departments to configure what happens when an ITM submission is marked Resolved. These settings can be used to automatically notify selected users by email or text and determine how future compliance checks are handled.

Background Information

Resolved Notifications help automate follow-up actions after an ITM submission is resolved. Depending on your department's workflow, you can:

  • Send automatic email or text notifications when a submission is resolved.
  • Notify the same individuals who receive the Initial System Status notification.
  • Keep an existing compliance check scheduled or schedule a new compliance check when applicable.

These options help departments maintain consistent communication and compliance-check workflows without requiring additional manual follow-up.

Required Permissions

Access to ITM Setup and the ability to modify Resolved Notifications may require permissions assigned by your department's First Due administrator.

The specific permission required for this configuration could not be verified from the available information. If you cannot access ITM Setup or Resolved Notifications, contact your First Due administrator to confirm your assigned permissions.

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Step-by-Step Guide


1. Navigate to ITM Setup

From the main navigation menu, click ITM, then click ITM Setup.


2. Open Resolved Notifications

Within ITM Setup, click Resolved Notifications.


3. Configure Notifications

Use the Notifications section to configure automatic notifications when an ITM submission is resolved.

Notifications can be sent by email or text message, depending on the notification options configured for your department.


4. Select the Notification Method

For an email notification workflow, select Send Email Notification.

Configure the available notification options based on your department's communication requirements.


5. Configure Notification Recipients

Select the appropriate option to send an immediate notification when the submission is received.

If applicable, select the option to send the notification to the same individuals who receive the Initial System Status notification.

Review the selected recipients to ensure notifications are being sent to the appropriate personnel.


6. Configure the Compliance Check

In the Compliance Check section, select how First Due should handle the compliance check after the ITM submission is resolved.

Choose one of the available options:

  • Keep the previous compliance check scheduled to retain the existing compliance-check schedule.
  • Schedule a new compliance check to create a new compliance check when the existing compliance-check status allows it.

A new compliance check is scheduled only when:

  • The existing compliance check is in Scheduled status, or
  • No previous compliance check exists.

A new compliance check will not be scheduled when the existing compliance check is in one of the following statuses:

  • In Progress
  • Ready Notes to Review
  • Completed

Best Practices

  • Use automatic notifications to ensure the appropriate personnel are informed when submissions are resolved.
  • Review recipients associated with the Initial System Status notification before using the same recipients for resolved notifications.
  • Consider the current compliance-check status before expecting a new compliance check to be created.
  • Periodically review your Resolved Notification settings to ensure they continue to match your department's ITM workflow.
  • Avoid configuring unnecessary notifications that could result in users receiving duplicate or excessive messages.

Troubleshooting & FAQs

Why wasn't a new compliance check scheduled?

First Due only schedules a new compliance check when the existing compliance check is in Scheduled status or when no previous compliance check exists. A new compliance check will not be scheduled when the existing check is In Progress, Ready Notes to Review, or Completed.

Can users receive an email when an ITM submission is resolved?

Yes. Enable Send Email Notification and configure the available notification and recipient options.

Can the same people who receive the Initial System Status notification also receive the resolved notification?

Yes. The Resolved Notifications configuration includes an option to send the notification to the same individuals who receive the Initial System Status notification.

Why can't I access Resolved Notifications?

Your assigned permissions may not provide access to ITM Setup or its configuration options. Contact your First Due administrator to verify your permissions.