Defining a safety-observation email template

Verify that a suitable template is not already available in the system.
  1. Sign in as Health & Safety Management.
  2. Select Set Up > Safety > Email Templates > Observation Templates.
    The Observation Templates page is displayed.
  3. Click Create.
  4. Specify this information:
    Template
    Specify a unique name for this template.
    Description
    Specify when this template should be used.
    Template Type
    Select the action to trigger the sending of an email based on this template.
    Active
    Select this check box to make this template available to users.
    To
    Place the pointer over the field, click Field Actions, select Text Variable Replacement, and select the variable that represents the email address of the recipient. For example, {EmployeeIncidentCaseEmail}.
    CC, BCC
    Optionally, pause over the field, click Field Actions, select Text Variable Replacement, and select the variable that represents the email address to copy. For example, {InvestigatorEmail}.
    From
    Place the pointer over the field, click Field Actions, select Text Variable Replacement, and select {RequesterEmail}.
    Subject
    Place the pointer over the field, click Field Actions, select Text Variable Replacement, and select the options to insert to identify this email. You can type free text to accompany the variables. For example, Regarding case {CaseNumber} reported on {IncidentDate}.
    Body

    Specify the text of the notification.

    Optionally, place the pointer over the field, click Field Actions, select Text Variable Replacement, and select the options to identify this email.

  5. Click Save.