Defining an email rule

You can add a maximum of two email rules per component action. For example, send one email to an employee audience and another to administrators.
  1. Sign in as Health & Safety Management.
  2. Select Set Up > Organization Configuration.
  3. Open the row for an organization record.
  4. Click the Health Emails and Notifications tab.
  5. Specify this information for one of the actions that are listed:
    Notifications
    Select the check box to trigger the specified result when this action is performed. You can prevent the specified result by clearing the check box.

    See Enabling notifications.

    Email Rule 1
    Select No Email or Automatic Email.
    Email Template 1
    If you selected Automatic Email in the Email Rule 1 field, then select the email template here. If no suitable template is available for the selected action, then you can add one.

    See Defining email templates.

    Email Rule 2
    Select No Email or Automatic Email.
    Email Template 2
    If you selected Automatic Email in the Email Rule 2 field, then select the email template here. If no suitable template is available for the selected action, then you can add one.
  6. Click Save.