How do you create and load an email template?

You can create email templates for commonly-used notifications sent to employees from the Case Manager.

If you have a notification that is regularly sent to employees (e.g., notification of possible exposure, notification to management of a positive case and contacts, etc.), you can create an email template so it can be easily loaded in the future for multiple users.

Save an Email Template

  1. Access the Case Manager.
  2. Select an employee you want to notify.
  3. Press "Notify" to customize your notification.
  4. Select the following:
    1. Who you want to contact (i.e., the employee or their close contacts)
    2. Where you want to reach the user (i.e., email)
    3. Email subject (e.g., Notification of Possible Exposure)
    4. Email content (e.g., You were in close contact with an employee who has tested positive for COVID-19. Please monitor your symptoms and test regularly to help stop the spread of the virus.)
  5. Press "Actions", and select "Save Template".

  6. The template is saved for future use.

Load an Email Template

After you create an email template, you can load it for each subsequent use. Follow the same steps as above, but load the template instead of filling in the forms.

  1. Access the Case Manager.
  2. Select an employee you want to notify.
  3. Press "Notify".
  4. Select who you are notifying (i.e., the employee or their close contacts).
  5. Press "Actions", and select "Load Template".
  6. Select the previously-saved template, and press "Load".
  7. Review and send the notification.