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Email Communications

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Level: System Administrator

Overview

Corporate Real Estate teams are a pivotal point within any organization and keeping end users apprised of relevant information regarding space requests, relocations, and the validation of occupancy information is crucial. 

Serraview offers a set list of default email templates. These default email templates can be edited if required, or new email templates can be created to meet your specific needs.

The emails will contain your company logo. For details on how to upload your company logo, refer to Branding and your Company's Logo.

What Modules Send Emails

Emails can be sent from the different Serraview modules, including:

Area

Description

User Security

The following emails are used:

  • Change password request
  • Confirmation that your password has been rest

For more information, refer to User Security Emails.

Scenario Planner

The following email is used:

  • Scenario Planner access invitation (new user)
  • Scenario Planner access invitation (existing user)

For more information, refer to Scenario Planner Emails.

BOS

The following emails are used:

  • BOS assignment
  • BOS Ready
  • BOS Set
  • BOS Go
  • BOS Welcome
  • BOS Post Survey
  • BOS Validation Cycle
  • BOS Storage/Locker/Parking assignment

For more information, refer to BOS Emails.

Bulk Email Person

The following emails are used:

  • Blank Generic Template
  • Ad Hoc Template

For more information, refer to Bulk Update Emails.

Service Request

The following emails are used:

  • FYI (for your information)
  • Creation
  • Approval
  • Reapproval
  • Approved
  • Cancellation
  • Completed

For more information, refer to Service Request Emails.

Workplace

The following emails are used when you self-manage the Workplace access:

  • User invitations

For more information, refer to Modify the Self-manage Workplace Access Emails.
Workplace Administration

The following emails are used in the Validation cycle:

  • User invitations
  • Validation open
  • Validation reminder
  • Validation closed

For more information, refer to Update Workplace Administration Emails.
Storage

The following email is used:

  • Storage assignment

For more information, refer to Storage Emails.
Lockers

The following email is used:

  • Lockers assignment

For more information, refer to Lockers Emails.

Parking

The following email is used:

  • Parking assignment

For more information, refer to Parking Emails.
Reporting

The following emails are used:

  • Report completed
  • Report failed

For more information, refer to Reporting Emails.

Manage Emails

Email Templates

Serraview has default templates that can be modified or duplicated. The email template's can be modified using the editor and you can include parameters, refer to Manage Email Templates.

While the sending of emails is incorporated into each module, the management of the email templates is in the Configuration module, refer to the following procedures:

Email Outbox

The Outbox tab displays, listing all emails with the status of their delivery. You can review the status of emails that you have sent from within Serraview, refer to Send an email from the Production Environment.

UAT Environment and Emails

The UAT Environment will have the Email Requires Confirmation setting turned on and this will set all emails to Pending. For more information, refer to Email Configuration on the UAT Environment.

Audit History

When the email templates are updated the changes are recorded in the audit history: