Description: C:\Users\Earth\Desktop\istockphoto_3067567-residential-district-neighbour-with-houses-on-street.jpg

EMAIL TEMPLATE MAINTENANCE

ABOUT EMAIL TEMPLATE MAINTENANCE

This function facilitates the various email templates to be used for sending out notifications to Resident Association’s participants.

This allows System Administrators to pre-define the templates to be used when sending out email notifications.

The maintained email templates will be available for selection in the NOTIFY RESIDENTS  function.

The Inventory Class Maintenance function facilitates for the following:

·         Display of the email templates maintained in the system.

·         Creation of an email template.

·         Updating of an email template.

·         Deletion of an email template.

 

 

HOW TO SEARCH FOR AN EMAIL TEMPLATE RECORD?

1.       Click on the EMAIL TEMPLATES  function from the JIRAN system main menu.

2.       Once in this function, define the following search criteria to retrieve the desired record:

SEARCH CRITERIA

DESCRIPTION

Filter

Denotes a free text search criteria.  Partial search is supported. The system will display all available parameter values by default

3.       Click on  icon to initiate the search criteria.

 

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\SYSTEM\Email Templates\Email Template View.png

 

 

HOW TO CREATE AN EMAIL TEMPLATE RECORD?

1.    Click on the EMAIL TEMPLATES  function from the JIRAN system main menu.

2.    Click on NEW EMAIL TEMPLATE to initiate the creation of the record.

3.    Enter the following values on the EMAIL DETAILS screen:

DATA FIELDS

DESCRIPTION

Code

Enter the email template code

Description

Enter the full description of the email template

CC (email list)

Enter the list of email addresses tagged to this email template. Use the semicolon (;) to separate email addresses

BCC (email list)

Enter the list of email addresses tagged to this email template. Use the semicolon (;) to separate email addresses

Subject

Enter the subject matter of the email template

Body

Enter the full context of the email templates message content

Active

Denotes if the record is active, i.e. to be used in the system. Check (R) YES if applicable

 

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\SYSTEM\Email Templates\Email Templates Create.png

4.    Click on SAVE to create the record.

 

 

HOW TO UPDATE AN EMAIL TEMPLATE RECORD?

1.    Click on the EMAIL TEMPLATES  function from the JIRAN system main menu.

2.    Enter the search criteria and click on the on  icon to search for the desired record.

3.    Click  the record to launch the EMAIL DETAILS screen.

4.    Update the required values.

INote: The email template code value itself cannot be amended. The record must be deleted before it can be replaced.

5.    Click SAVE to save the changes.

 

HOW TO DELETE AN EMAIL TEMPLATE RECORD?

1.    Click on the EMAIL TEMPLATES  function from the JIRAN system main menu.

2.    Enter the search criteria and click on the on  icon to search for the desired record.

3.    Click  the record to launch the EMAIL DETAILS screen.

4.    Click on DELETE to remove the record.

 

See Also

·          NOTIFY RESIDENTS article on how to use email templates setup in the JIRAN system to issue notifications to RA residents

 

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