Define Sending Types

Objective

The Define Sending Types option offers the means to configure the mailing of different forms and messages based on a work order's progress.

 

Prerequisites

• Forms (standard or personalized)

 

Steps

maestro* > Projects > Maintenance > Work Orders > Define Sending Types

 

Create a Sending Type

1. Click on the New button.
2. Complete the fields in the Details section:

Field	Description
Sending Type	Used to indicate the sending type.
French Description	Used to describe the sending type in French.
Description	Used to describe the sending type in English.

3. Complete the fields in the Document section:

Field	Description
Save in Document Management	Defines when the work order form will be saved in the document management. Available values: No The form will not be saved in the document management. When sending The ocument will be saved in the document management once it has been sent. When generating form The form will be saved in the document management once it has been generated in the system. NOTE: The message to which the form is attahed will be saved in the sending history.
Category	Indicates to which document category the generated form should be linked.
Form	Select the desired form from the displayed list available after clicking on the downward arrow at the right of the field. The icon to the right of the field can be used to open the form configuration window.

4. In the English details tab, indicate the Subject.
5. Write the message body in the text editor.
6. Repeat the last two steps in the French details tab if necessary.
7. Save the mailing information.

 

See Also

• Define Progression States
• Enter Work Orders
• Define Document Categories

 

Last modification: August 04, 2026