Define Sending Types
OBJECTIVE
The define sending types allows the user to configure for each type of transmittal, a subject, a message and a form or template to use when sending a mass mailing of documents linked to the issue management.
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The mass mailing option is available from the Send to all recipients icon in the Maestro Report Viewer. |
PREREQUISITE
- Define Document Categories, if the module Integrated Document Management is installed.
- The Service Management module must be installed.
- The module Issue Management must be installed.
Steps
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maestro* > Projects > Maintenance > Issue Management > xxx |
Configure a sending type
- Enter the required information:
Field
Description
Sending Type
Code identifying the sending type.
Description française
French description for the sending type.
Description anglaise
English description for the sending type.
- Enter the required infromation in the Detail tab:
- French and English sections:
Field
Description
Subjet
Message subject.
Message
Message to display for the receipient.
- Section Document :
Field
Description
Category
Indicates in which category the document will be saved in Document Manangement.
NOTE: If a form or a template is present in the document category, the forms or the templates will be displayed on screen.
NOTE: The document categories available respect the Access Restrictions set in the Documents section of Security Management.
Form
Allows user to specify a form from maestro* and create it via the viewer. This form can be used when sending.
NOTE: If a form is present in the document category, it is displayed automatically. If no document category is specified, it is then possible to select a template or a form.
French Template
Allows user to specify a Word document template that will be automatically available when sending transmittals in French.
English Template
Allows user to specify a Word document template that will be automatically available when sending transmittals in English.
- Click on Save.
See also