| Table of Contents | ||
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Objective
Upon Completion of this KB the User article you will be able to Create / Add Template to and Edit an email template for the Communication module
Assumptions
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| Note | ||
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| We are not planning on adding additional merge fields at this time. More complex use cases should be handled using the Paradigm reporting engine by generating and attaching a file to the email communication event. |
| Merge Fields Within Communication Templates | Brief Overview |
|---|---|
| {email_from} | This is the email address of the sender |
| {email_from_first_name} | This is the first name of sender (blank if the sender is a provider) |
| {email_from_last_name} | This is the last name of sender (blank if the sender is a provider) |
| {url_read_tracker} | This is a 1 pixel image that, when added to an email, will upon opening of the email by the receiver will mark the email as open within the system |
| {email_first_name} | Student / Receiver's first name |
{email_last_name} | Student / Receiver's last name |
{email_subject} | The communication event/email subject |
| Field Name | Brief Overview |
|---|---|
| Category |
|
| Data Resource Name | The template name as determined by the institution or the staff member who created it |
| Data Resource number | System allocated reference number allocated to each template |
| Purpose |
|
| Status |
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Workflow
How to Search for Communication Module Template Template
- Click on the Provider tab in the side menu
- Click on the the Search Content option in the side menu
- Enter search criteria either in the Data resource name, Purpose or Category
- Click on the Search Data Resource
button - This will return a list of Data Resources / templates that meet the searched criteria
- To filter the returned options in this box
above the returned results start typing the template name. This will reduce the number of results. - Click on the blue hyper link on the left side of the required record.
- The Template has now been loaded in the editor
...
- Click on the Provider tab in the side menu
- Click on the the Search Content option in the side menu
- Enter search criteria either in the Data resource name, Purpose or Category
- Click on the Search Data Resource button
- This will return a list of Data Resources / templates that meet the searched criteria
- To filter the returned options in this box above the returned results start typing the template name. This will reduce the number of results.
- Click on the blue hyper link on the left side of the required record.
- The template has now been loaded in the editor
- Update the required information or fields.
- Click on the Save Data Resource
button or the Save Data Resource as New Revision 
button as required
Examples
CANS Notice (with attachment)
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