Service Request Emails
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The following email templates are set up for Service Requests.
| Sent From | When | Sent To | Email Template | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Manage Service Request screen's Contacts area or Approvers area |
Sent automatically to a person when they are added as an assignee / any contact type / approver to a service request. This will be sent to new users that do not have an account with steps to create an account. Dear %recipient.firstName%, You have been added as the %relationshipType.name% of %serviceRequest.id%. Your username is: %recipient.username% You can access the Service Requests here: %serviceRequestUrl%. Please use the instructions below to get started. How to Create your Password
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. |
The person who is assigned to the Service Request in the Contacts area. For details, refer to Update Contacts and Assignees |
Assignment Notification (New User) | ||||||||||
| Manage Service Request screen's Contacts area or Approvers area |
Sent automatically to a user when they are added as an assignee / approver. Sent to users with existing accounts, contains just a URL. Dear %recipient.firstName%, You have been added as the %relationshipType.name% of %serviceRequest.id%. Your username is: %recipient.username% You can access the Service Requests here: %serviceRequestUrl%. Forgot Password
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. |
The person who is assigned to the Service Request in the Contacts area. For details, refer to Update Contacts and Assignees |
Assignment Notification (Existing User) | ||||||||||
| Manage Service Request screen |
A completely ad-hoc email sent anytime in the workflow to a selection of people. Sends a generic FYI email with URL and 63 Business Case Report is attached to the email. Sent To: Keyword Set 3006 called Service Request Person Relationship Type. For example, the keywords are:
There are six copies of this email template, all identical but one for each of the above relationship types. Reply To: noreply@serraview.com Subject: General Manager FYI Assignee FYI IT Assignee FYI Delivery Manager FYI Capital Works Manager FYI Removalist FYI Body: Dear %recipient.firstName%, Please find service request %serviceRequest.serviceRequestId% attached for your information.
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The person who is assigned to the Service Request in the Contacts area. For more details, refer to Add Contacts and send out FYI Emails. |
Service Request FYI | ||||||||||
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Manage Service Request screen's Approvers area
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Sends an email to a user requesting their review and approval of a service request. If needed you can include the costs and 63 Business Case Report can be attached to the email. Sent To: Reply To: noreply@serraview.com Subject: Service Request ## %serviceRequest.id% Approval Body: Dear %recipient.firstName%, Service request %serviceRequest.id% has been submitted for approval. Click on the following link or paste it into your browser to approve or decline this request: %approvalLink%.
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Approver's email For more details, refer to Add Approver and send for Approval. |
Service Request Approval | ||||||||||
| Manage Service Request screen's Approvers area |
Sends an email to a user requesting their review and approval of a service request. If needed you can include the costs and 63 Business Case Report can be attached to the email. Sent To: Reply To: noreply@serraview.com Subject: Body: Dear %approver.firstName%, Service request %serviceRequest.serviceRequestId% has been updated and has been submitted for re-approval. Justification: %serviceRequest.reapprovalReason% Click on the following link or paste it into your browser to approve or decline this request: %serviceRequest.approvalUrl%.
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Approver's email For more details, refer to Add Approver and send for Approval. |
Service Request Reapproval | ||||||||||
| Service Request Approval screen |
Sends an email to the assignee notifying them that the Service Request has received an approval. Sent To: Service Request Assignee Reply To: noreply@serraview.com Subject: Body: Dear %assignee.firstName%, Service request %serviceRequest.serviceRequestId% has received all approvals. <a href="%serviceRequest.Url%">Click here to view the details.<a/>
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Service Request Assignee For more details, refer to Add Approver and send for Approval. |
Service Request Approved | ||||||||||
| Manage Service Request screen's Status drop-down is set to Cancelled. |
Notifies the requestor of a Service Request that it has been cancelled. Contains short description and URL. Sent To: Requestor of the Service Request Reply To: noreply@serraview.com Subject: Body: Dear %assignee.firstName%, Service request %serviceRequest.serviceRequestId% has been cancelled. <a href="%serviceRequest.Url%">Click here to view the details.<a/>
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Requestor of the Service Request | Service Request Cancellation | ||||||||||
| Manage Service Request screen's Status drop-down is set to Complete. |
Sent to the requester when the Service Request's status is set to completed. Contains short description and URL. View the email template ...
Sent To: Requestor of the Service Request Reply To: noreply@serraview.com Subject: Body: Dear %requester.firstName%, Service request %serviceRequest.serviceRequestId% has been completed.
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Requestor of the Service Request | Service Request Completed | ||||||||||
| Create New Service Request screen |
Sent to the recipient when the Service Request is first created. Contains a short description and URL. Sent To: Recipient of the Service Request Reply To: noreply@serraview.com Subject: Body: Dear %recipient.firstName%, Service request %serviceRequest.serviceRequestId% has been created.
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Recipient of the Service Request | Service Request Created |
The default templates can be edited, refer to Manage Email Templates.