Configuring safety emails and notifications

  1. Sign in as Health & Safety Management.
  2. Select Set Up > Organization Configuration.
  3. Open the record for an organization.
  4. Select the Safety Emails and Notifications tab.
  5. Optionally, select the check box for Use Corporate Header And Footer.
    This check box is available only if a header and footer have been set up for this organization in Administration > Set Up > Email > Header And Footer. If you select the Use Corporate Header And Footer option, then the preset header image and HTML-formatted footer text are inserted into safety emails.

    See the Infor HR Management Setup and Administration Guide for steps to set up a header and footer.

  6. Select the Notifications check box for each of the actions that requires a notification.
  7. For each of the actions that requires an email, select an email rule and an email template.
    For each status, select a maximum of two email templates.
    Email Rule

    Select Automatic Email to send a system-generated email when the component moves to this status.

    Email Template

    If you selected Automatic Email above, then select the template to use for emails about this action.

  8. Click Save.