The Email Template page lets you define the email templates—email content, format and subject line—of the auto-generated emails that are sent from FASTER Web. These emails can be reminder emails sent for preventative maintenance, or emails for vehicle service completion.
The following email templates are available:
· Pending Repair from Alert - The email sent when a pending repair is created for an alert in FASTER Web.
· Alert AutoNotification - Email sent when alert is imported to FASTER Web.
· Customer Portal - Email sent to the Customer Portal user based on the service requested.
· Maintenance - Email sent to customers when the service requested is set as a deferred repair in FASTER Web.
· PM - Email sent to customers when their vehicle is due for preventative maintenance.
· Service Complete - Email sent to customers when the service requested is complete.
· Appointment - Email sent to asset contacts when an appointment is created,updated or cancelled.
· Spending Authorization - Email sent to the user with spending authorization permission to approve spending limit for work orders and direct charges
Tip
To view the Email Templates page, click the Email Template link.
1. Click the Setup module.
2. In the Administration Setup section, do one of the following:
o Click next to the Email Administration option, and then click Create Templates.
o In the Email Administration section of Administration Setup, click the Create Templates link.
The Email Template page opens.
3. In the Template For list, select the template that you want to modify.
The content of the selected template is displayed in the Template Body editor.
Note: In case of PM (Preventative Maintenance) template, do one of the following: · If PM is performed on the basis of number of days, in the Advanced Notification (days) list, select the number of days before the PM scheduled date to send the PM reminder email to customers. · If PM is performed on the basis of meter readings or fuel, in the Non-date PM Variance list, select the percentage of meter reading or fuel level to send the PM reminder to customers. For example, if the PM has to be done after every 120 miles and you set the PM variance to 10%, the system starts sending notification when the reading reaches 108 miles. |
4. In the Email From box, type the sender's email address.
5. In the Subject box, type the subject line of the email.
6. In the Template Body editor, type the standard body content for the email with placeholders to enter appropriate asset information.
Note: Not all fields in the Template Field list are applicable to each template. If you add a template field in the email body, but the data for the template field is not present, a placeholder <Value Does Not Exist> or the name of the selected template field is displayed in the email that is sent.
7. When finished, click one of the following:
o Save to save the information and close the dialog box.
o Cancel to disregard any changes and close the dialog box.