Rules, templates, and notifications for email

Notifications

You can configure notifications that are sent when certain occupational health actions are performed.

Rules for email

An email rule is used to define whether an email is sent. If they are enabled by a rule, then automatic emails use templates that you create. You can configure which emails or notifications are sent when certain occupational health actions are performed.

For example, you can enable an email notification to be sent when an employee electronically refuses a health component.

You can configure emails to use a preset header image and HTML-formatted footer to make the email match other internal communications that employees receive. See the steps for setting up notifications.

Templates for email

An email template controls who receives an automated email and what it says. Select an email template to be used to send automated emails notifying users when a component is added or has a change in status. There are templates for each change of status.

Each email template uses a template type that is based on the component actions displayed on the Health Emails and Notifications tab. When selected, the template is used for the email that is sent for that component action.