Configuring Email Message Templates - PAS ICS Integrity - 7.3 - Administration & Configuration - Intergraph

ICS Integrity Administration Guide

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English
Product
PAS ICS Integrity
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ICS
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Administration & Configuration
PAS Version
7.3

As cases advance from state to state within a workflow definition, the work can shift to different team members. For example, an approval may be needed, or the case may need to be assigned to a different team member. Integrity allows you to configure email notifications to streamline the work process and notify team members when needed.

To send email messages, you must first configure the email server by clicking the Configure email notifications link on the Maintenance window in the Admin Utility. You also can click the Configure email server information link at the bottom of the Email Message Configuration window.

The Configure Email Messages link on the Workflows window in the Admin Utility allows you to create templates for many types of email notifications:

  • Requests for approval

  • Checklist assignment notifications

  • New case owner notifications

  • Case owner updates

  • Approval no longer required

  • General notifications

  • Tacit approval and disapproval emails sent to request approval or notify users of actions needed

To configure email message templates:

  1. In the Admin Utility, click the Workflows link.

  2. On the Workflows window, click the Configure Email Messages link in the Workflow-related Tasks area. The Email Message Configuration window is displayed.

  3. Click the link on the left for the template you want to configure, such as Request for approval.

  4. In the Subject field, type text to include in the subject line of each email. You can include the Case ID and Description in the subject line of each email by typing <Case> and <Description> in the Subject field. You can include common fields that are viewable in the Case Summary in the subject line by typing the field name in angled brackets, such as <fieldname>.

  5. In the Body field, type the text of the email message.

  6. Repeat Steps 3-5 to configure additional email templates.

  7. Click Save.