Creating an email template

Who is this article for?

 Client Administrators.

You are able to create and edit email templates in order to communicate with users on your system.

From the WorkRite home page first go to the Management System and select Content from the left menu.  

From here you can select Create Content to start a new email template, as pictured below

You will see a drop down menu where you can select Email Template and will then be prompted to enter a name and subject for your email.  The Name will be visible to Client Administrators only when going to the Content page, and the Subject is what the end user will see when they receive it

You will see a switch to make the email template Inactive or Active. If you make an email template Inactive, this doesn't remove it from your system completely.  To make it active again you will need to search for it in the inactive filter on the Content page.

You will then be able to select an Email Type from the drop down menu, and then enter the body of what the email is to say in the box. You can also add a signature in the final box which will append to the bottom of the email the user receives.  

Here is a description of what each Email Type is:

Training Notification – To notify users to start training, contains login details and will be able to trigger reminders.

Reminder – To remind users to complete a course that they have not yet completed, these can be triggered by the training notifications.  See Reminders article for set up details.

Miscellaneous – These can be used to send general messages to users/groups.

Reassessment Notification – To be used when a user is made active after a period of leave (e.g. maternity), or after a change of circumstances (e.g. a desk move).

Login Details Reminder – This is a password reset email - the link to reset the users password will be automatically added when the email is sent.

Schedule Notification – To notify users to retrain or reassess (if applies) after a specific period of time.  See Schedules article for set up details.