Send out Validation Open, Reminder, or Closed Emails
Level: System Administrator
You can send out the Validation Open, Reminder, or Closed emails to the Workplace Administrators to notify them that the Validation is open and they can begin the validation, or a Validation Reminder, or a Validation is closed email. If you want to edit the content of the email then refer to Update Workplace Administration Emails and to Manage Email Templates.
Step 1. Filter by Teams or Admins
Navigate to Audits > Workplace Admin.
The Manage Admins screen contains a Show By filter for Teams or Admins and either filter below will display Workplace Administrators assigned to teams.
Use either:
- Show By: Teams
The Teams filter is selected by default, leave this selected.
- Show By: Admins
When you select the Admins filter then all the administrators display such as Storage Administrator, Workplace Administrator, BOS Coordinator, and Technology Coordinator. However, you only want to send the validation email to the Workplace Administrators so you will need to filter for this Administrator Type.
- Click the Admins filter.
- Click the Filters
icon. - In the Administrator Type drop-down, select Workplace Administrator.
- Click the Filters
icon to hide the filters.
Step 2. Select the Workplace Administrators
Select the Workplace Administrators, either:
- Select All Workplace Administrators - Click the Select All Rows button.
- Select a range of Workplace Administrators - for more details, refer to select multiple Workplace Administration grid rows.
Step 3. Send Email
- Click the Send email button.
The emails you can send displays.
2. Select either:
- Workplace Admins: Validation Open
- Workplace Admins: Validation Reminder
- Workplace Admins: Validation Closed