Skip to main content
Eptura Knowledge Center

BOS Emails

  1. Last updated
  2. Save as PDF
System Administrator

The following email templates are set up for BOS Move Plan.

Sent From When Sent To Email Template
BOS Move Data screen

This will be sent to new users that do not have an account with steps to create an account.

 

Sent To: Invitee to the project (provided to the template by BOS)

Reply To: noreply@serraview.com

Subject: %bos.projectName%

Body:

Dear %recipient.firstName%,

You have been invited to access the %bos.projectName% BOS Move Plan.

Your username is: %recipient.username%

You can access the Move Plan here: %bos.Url%.

Please use the instructions below to get started.

How to Create your Password

1. When you are ready to access the system, open this page: %loginLink%.

2. Click on the 'Reset Password' link

3. You will receive an email with a link to create a password. All you need to do is follow the instructions included in the email and you will be ready to go. If you forget your password in the future, simply follow the steps above to create a new one.

How to Login in future

To access Serraview, head to %loginLink%. You may like to bookmark or save this site as a favourite for easy access in the future.

For assistance, please contact your Property Administrator with any queries.

For the Required Parameters, refer to the section below.

 Sent automatically to a person when they are granted access to a BOS plan. Assignment Notification (New User)
BOS Move Data screen

Sent to users with existing accounts, contains just a URL.

 

Sent To: Invitee to the project (provided to the template by bos)

Reply To: noreply@serraview.com

Subject: %bos.projectName%

Body:

Dear %recipient.firstName%,

You have been invited to access the %bos.projectName% BOS Move Plan.

You can access the Move Plan here: %bos.Url%.

You may like to bookmark or save this link for easy access to the project in the future.

Forgot Password

1. When you are ready to access the system, open this page: %loginLink%.

2. Click on the 'Reset Password' link

3. You will receive an email with a link to create a password. All you need to do is follow the instructions included in the email and you will be ready to go. If you forget your password in the future, simply follow the steps above to create a new one.

How to Login in future

To access Serraview, head to %loginLink%. You may like to bookmark or save this site as a favourite for easy access in the future.

For assistance, please contact your Property Administrator with any queries.

For the Required Parameters, refer to the section below.

 Sent automatically to a person when they are granted access to a BOS plan. Assignment Notification (Existing User)
BOS Move Data screen

Sent many weeks out from the move to notify people to prepare for the move.

 

Sent To: BOS Occupant of the move row

Reply To:  noreply@serraview.com

Subject: Move Information and Instructions

Body:

Dear %recipient.firstName%,

You may be aware that you are involved in an upcoming planned move. It is our goal to make the transition as smooth as possible. Here are a few things to help ensure the move runs smoothly:

  • Identify what is needed in your area and what can be discarded
  • If required, speak with your line manager or %moveRow.MigrationManager.FirstName% about the details of how to pack and move personal items to your new location
  • Tidy up! Leave your current workspace as clean as possible

Should you have any further questions please speak with your line manager or %moveRow.MigrationManager.FirstName%.

Options: SendOneEmailPerPerson = true

For the Required Parameters, refer to the section below.

 BOS Occupants Ready Email
BOS Move Data screen

Sent a few weeks out of the move to notify people to pack their things.

 

Subject: Move Information and Instructions

Body:

Dear %recipient.firstName%,

You are only a few weeks away from the move to your new location!

It is our goal to make the transition as smooth as possible. Here are a few things to help ensure the move runs smoothly:

  • Identify what is needed in your area and what can be discarded
  • If required, speak with your line manager or %moveRow.MigrationManager.FirstName% about the details of how to pack and move personal items to your new location
  • Tidy up! Leave your current workspace as clean as possible

Please see the details below of your new location:

  • Building: %moveRow.toLocation.BuildingName%
  • Floor: %moveRow.toLocation.FloorName%
  • Workstation: %moveRow.toLocation.SpaceName%

Should you have any further questions please speak with your line manager or %moveRow.MigrationManager.FirstName%.

Options: SendOneEmailPerPerson = true

For the Required Parameters, refer to the section below.

 BOS Occupants Set Email
BOS Move Data screen

Sent on move week to notify people that everything is ready and to confirm the move details.

Attached 60 Floorplan Report.

 

Sent To: BOS Occupant of the move row

Reply To:  

Subject: Move Information and Instructions

Body:

Dear %recipient.firstName%,

You are only a few days away from the move to your new location!

It is our goal to make the transition as smooth as possible. Here are a few things to help ensure the move runs smoothly:

  • Please finish tidying up your current workspace and leave it as clean as possible.
  • If required speak with your line manager or %moveRow.MigrationManager.FirstName% about the details of how to pack and move personal items to your new location
  • Check the attached floor plan. It will assist you in locating your new work area.

Please see the details below of your new location:

  • Building: %moveRow.toLocation.BuildingName%
  • Floor: %moveRow.toLocation.FloorName%
  • Workstation: %moveRow.toLocation.SpaceName%

Should you have any further questions please speak with your line manager or %moveRow.MigrationManager.FirstName%.

Options: SendOneEmailPerPerson = true

For the Required Parameters, refer to the section below.

 BOS Occupants Go Email
BOS Move Data screen

Sent post move as a thank you email and includes post move information.

 

Sent To: BOS Occupant of the move row

Reply To:  

Subject: Move Information

Body:

Dear %recipient.firstName%,

Welcome to your new work area! We hope the transition was quick and simple.

If you have any questions about your new work area or need any assistance in getting yourself set up, please speak with your line manager or %moveRow.MigrationManager.FirstName%.

Options: SendOneEmailPerPerson = true

For the Required Parameters, refer to the section below.

 BOS Occupants Welcome Email

Required Parameters

Type Description
BOS occupant (person)

The person details for the BOS occupant on the move row; first name, last name, email.
BOS Occupant (team)

The details of the team that is moving; team name.
From location

The name of the container that the BOS occupant is moving from.

The building name of that container.

The floor name of that container.

If Statement Examples

You can include If statements in the logic of the email.

Builing Name

  if ToLocation is not null then ToLocation.Building.Name else ToFloor.Building.Name

 Floor Name

  if ToLocation is not null then ToLocation.Floor.Name else ToFloor.FloorName

  Location Value

    if ToLocation is not null then ToLocation.Name

    else if ToFloor is not null then

                if ToFutureWorkpoint is not null then

                                ToFutureWorkpoint

                else

                                'Unknown'

    else null
To location

The name of the container that the BOS occupant is move to.

The building name of that container.

The floor name of that container.
Migration Manager

The person details for the person assigned as the migration manager on the move row; get first name, last name, email.
BOS URL

A direct URL to the BOS plan.
BOS Project Details

The name given to the BOS project
Team Grid Data Do not use.
Workstyle Do not use.

The default templates can be edited, refer to Manage Email Templates.