Table of Contents
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Service Request Creation/Process
- To Facility Manager When Requestor Service Request Is Submitted
- To Requestor when Requestor Service Request is Submitted
- To Facility Manager when Requestor Service Request fails to Auto Dispatch
- To Facility Manager that Call Center Service Request Routed to them
- To Requester when Service Request is closed by the FM
- *DISABLED* To Vendor that Service Request has been Revised.
- To Facility Manager if a Call Center Request is Routed to the Facility Manager
- To Facility Manager when Service Request is assigned to FM.
- To Watch List Users when a New Discussion Thread /Reply is Created.
- Core/Mobile Requestor
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Work Order Creation/Process
- To Facility Team email when an Emergency Request is Submitted
- To Vendor when a Work Order is created (When they need to Accept)
- To Maintenance Lead when they receive a Work order from the facility manager
- To Maintenance Technician when they receive a Work order from the facility manager
- To Facility Manager when multiple records are being assigned from the FM Assignment Utility.
- To Facility Manager when Demand Workorder are being assigned from the FM Assignment Utility.
- To Facility Manager when Work Order is declined by Vendor
- To Facility Manager When Vendor Acceptance Times Out
- To Vendor 2 when a Work Order has been created
- To Facility Manager that all vendors are declined the Work Order
- To Requestor when a Work Order has been Accepted
- To Facility Manager when a Work Order has been Accepted
- To Additional Email when a Work Order has been Accepted
- To Facility Manager when a Work Order is Submitted to Maintenance Lead
- To Additional Email when a Work Order is Submitted to Maintenance Lead
- *DISABLED* To Requestor when the appointment for Work Order has been set
- To Vendor when the appointment for Work Order has been set
- To Additional Email when the appointment for Work Order has been set
- *DISABLED* To Facility Manager when the appointment for Work Order has been set
- To Facility Manager for Estimate Approval
- To Vendor when Estimate Declined
- To Vendor when Estimate Approved
- To Facility Manager & Vendor when Work Order is Cancelled
- To Requestor when the Work Order has been completed
- To Facility Manager when the Work Order has been completed
- To Additional Email when the Work Order has been completed
- To Facility Manager when SLA exceeded notification sends by Scheduled Event
- To Vendor when the SLA exceeded notification sends by Scheduled Event
- To Vendor when Closeout for Work Order closeout is Declined
- To Vendor when Closeout for Work Order is completed
- *DISABLED* To Facility Manager when Invoice for Work Order is Submitted
- To Facility Manager when Invoice for Work Order Submission Failed
- To Vendor when Invoice not submitted after #of days since Work Completion
- To Vendor when Invoice for Work Order is Declined
- * Disabled* To Vendor when Invoice for Work Order is Completed
- To Facility Manager when Invoice Auto Approval/Submission to Core Fails
- *DISABLED* To Facility Manager when Invoice for Work Order submitted to Core
- To Invoice Email(s) when Invoice for Work Order submitted to Core
- *Disabled* To Facility Manager when Purchase Order for Work Order submitted to Core
- To Watch List Users when a New Discussion Thread /Reply is Created
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Scheduled Maintenance
- To Facility Manager – SM Work Order - Days Before Due Notification 1
- To Vendor – SM Work Order - Days Before Due Notification 1
- To Facility Manager – SM Work Order - Days Before Due Notification 2
- To Vendor – SM Work Order - Days Before Due Notification 2
- To Facility Manager when the SM location import process is complete
- To Facility Manager when the SM Location import process fails
- To Facility Manager when the SM Work order has been completed.
- To Maintenance Lead when the SM Work order has been Assigned.
- To Maintenance Lead – SM Work Order - Days Before Due Notification
- To Maintenance Technician when the SM Work order has been Assigned.
- To Facility Manager when the SM has been Assigned.
- To Facility Manager when the SM Workorder has been Assigned.
- To Facility Team email when an Emergency Work Order is Submitted as a Related Work Order from a Scheduled Maintenance Work Order
- To Vendor when they receive a Work Order created as a Related Work Order from a Scheduled Maintenance Work Order.
- Bulk Invoice
- Miscellaneous/Administrative
This document provides a reference to the many Maintenance notification types with the actual templates and examples of actual notifications.
Service Request Creation/Process
To Facility Manager When Requestor Service Request Is Submitted
Subject: Service Request #SR-2384 received
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Sent To: Facility Manager assigned to the Request
Template Name: NotifyFM
Template Subject: Service Request #{Request.RequestNumber} received
Template Body:
To Requestor when Requestor Service Request is Submitted
Subject: Service Request #SR-45473 submitted
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Sent To: Requestor who submitted the Request
Template Name: Notify Requestor
Template Subject: Service Request #{Request.RequestNumber} submitted
Template Body:
To Facility Manager when Requestor Service Request fails to Auto Dispatch
Subject: Service Request #SR-45543 Received Due To Failed Dispatch
Sent To: Facility Manager assigned to the Request
Template Name: NotifyFMPreferencesNotFound
Template Subject: Service Request #{Request.RequestNumber} Received Due To Failed Dispatch
Template Body:
To Facility Manager that Call Center Service Request Routed to them
Subject: Request #SR-45459 has been routed to you!
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Sent To: Facility Manager on the CC Request (when Matrix Item requires FM Approval)
Template Name: Routed Service Request
Template Subject: Request #{Request.RequestNumber} has been routed to you!
Template Body:
To Requester when Service Request is closed by the FM
Subject: Service Request #SR-164 has been closed
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Sent To: Requestor and Facility Manager (FM May be unnecessary), not CC
Template Name: FacilityManagerClose
Template Subject: Service Request #{Request.RequestNumber} has been closed
Template Body:
*DISABLED* To Vendor that Service Request has been Revised.
Subject: Service Request #SR-3286 has been revised
Example Screenshot Not Available.
Sent To: Vendor Assigned to Work Order
Template Name: Service Request Revise Notification
Template Subject: Service Request #{Request.RequestNumber} has been revised
Template Body:
To Facility Manager if a Call Center Request is Routed to the Facility Manager
Subject: An Emergency Request SR-30343 has been created.
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Sent To: The Facility Team members (email is set in the Work Order Configuration record)
Template Name: Emergency Request Received Notification
Template Subject: An Emergency Request {Request.RequestNumber} has been created.
Template Body:
To Facility Manager when Service Request is assigned to FM.
Subject: Service Request # SR-58072 Assigned.
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Sent To: The Facility Manager
Template Name: Service Request Assignment Notification to FM
Template Subject: Service Request # {Request.RequestNumber} Assigned.
Template Body:
To Watch List Users when a New Discussion Thread /Reply is Created.
Subject: Service Request SR-58173 - New Discussion Thread/Reply.
Sent To: All Users
Template Name: Discussion Thread Template Request
Template Subject: Service Request {Request.RequestNumber} - New Discussion Thread/Reply
Template Body:
Core/Mobile Requestor
Core/Mobile Requestors will not receive any of the “Edge” notifications (unless they add themselves as the Additional Notification Email. Instead, they will receive the notifications below when the Service Request (SR) Status is updated via the integration process between Edge and Core.
To Core/Mobile Requestor – Request Submitted
Subject: Service Request #SR-4464 Has Been Submitted
Sent To: Core/Mobile Requestor when Submitted SR is acknowledged in Edge. SR-# is generated and updated in Core as well as Status.
Template Name: SERVICE_REQUESTS_EMAIL_SUBMIT.stg
To Core/Mobile Requestor – Request Dispatched
Subject: Service Request #SR-4464 Has Been Dispatched
Sent To: Core/Mobile Requestor when SR Status becomes Dispatched in Edge (Work Order is generated). Status is also updated in Core.
Template Name: SERVICE_REQUESTS_EMAIL_DISPATCHED.stg
To Core/Mobile Requestor – Request Completed
Subject: Service Request #SR-4464 Has Been Completed
Sent To: Core/Mobile Requestor when SR Status becomes Work Complete in Edge (Happens when all in process “Related Work Orders” are Verified or Cancelled). Status is also updated in Core.
Template Name: SERVICE_REQUESTS_EMAIL_COMPLETED.stg
To Core/Mobile Requestor – Request Closed
Subject: Service Request #SR-4463 Has Been Closed
Sent To: Core/Mobile Requestor when SR Status becomes Closed (canceled) in Edge (If the Service Request is closed by the Facility Manager, possibly it was a duplicate or some other reason). Status is also updated in Core.
Template Name: SERVICE_REQUESTS_EMAIL_CLOSED.stg
Work Order Creation/Process
To Facility Team email when an Emergency Request is Submitted
Subject: An Emergency Work Order WO-217466 has been created.
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Sent To: The Facility Team members (email is set in the Work Order Configuration record)
Template Name: Emergency Notification
Template Subject: An Emergency Work Order {WorkOrder.WorkOrderNumber} has been created.
Template Body:
To Vendor when a Work Order is created (When they need to Accept)
Subject: The Work Order WO-285013 has been created.
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Sent To: Vendor Assigned to Work Order; + Requestor (email content addressed to Vendor but sent to Requestor)
Template Name: Work Order Creation Notification
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been created.
Template Body:
To Maintenance Lead when they receive a Work order from the facility manager
Subject: The Work Order WO-285015 has been assigned.
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Sent To: Maintenance Lead
Template Name: Work Order Assignment Notification To Maintenance Lead
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been assigned.
Template Body:
To Maintenance Technician when they receive a Work order from the facility manager
Subject: Work Order WO-285063 has been assigned.
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Sent To: Maintenance Technician
Template Name: Work Order Assignment Notification To Maintenance Technician
Template Subject: Work Order {WorkOrder.WorkOrderNumber} has been assigned.
Template Body:
To Facility Manager when multiple records are being assigned from the FM Assignment Utility.
Subject: Multiple Demand Work Orders have been assigned.
Sent To: Facility Manager
Template Name: Facility Manager Assignment Notification
Template Subject: Multiple {WorkOrderStoreAssignment.WOType} have been assigned.
Template Body:
To Facility Manager when Demand Workorder are being assigned from the FM Assignment Utility.
Subject: The Work Order #WO-304203 has been assigned.
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Sent To: Facility Manager
Template Name: Demand Work Order Assignment Notification To FM
Template Subject: The Work Order #{WorkOrder.WorkOrderNumber} has been assigned.
Template Body:
To Facility Manager when Work Order is declined by Vendor
Subject: The Work Order WO-239749 has been declined by qawovendor1@tangoanalytics.com
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Sent To: Facility Manager
Template Name: Work Order Rejection to FM
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been declined by {WorkOrder.VendorEmail}
Template Body:
To Facility Manager When Vendor Acceptance Times Out
Subject: The Work Order WO-239745 has not been accepted on time by QAWoVendor2@tangoanalytics.com
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Sent To: Facility Manager
Template Name: Work Order Rejection to FM Due To Timeout
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has not been accepted on time by {WorkOrder.VendorEmail}
Template Body:
To Vendor 2 when a Work Order has been created
Note: Sent when the previous Vendor declines the work or Vendor Acceptance times out
Same Content as: 1. Notification to the Vendor when a Work Order is created
To Facility Manager that all vendors are declined the Work Order
Subject: All your selected vendors have declined the Work Order WO-239745
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Sent To: Facility Manager
Template Name: Work Order All Vendors Declined
Template Subject: All your selected vendors have declined the Work Order {WorkOrder.WorkOrderNumber}
Template Body:
To Requestor when a Work Order has been Accepted
Subject: The Work Order WO-285013 has been accepted
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Sent To: Requestor
Template Name: Work Order Acceptance By Requestor
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been accepted
Template Body:
To Facility Manager when a Work Order has been Accepted
Subject: The Work Order WO-285013 has been accepted.
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Sent To: Facility Manager
Template Name: Work Order Acceptance By FM
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been accepted
Template Body:
To Additional Email when a Work Order has been Accepted
Subject: The Work Order WO-284786 has been accepted
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Sent To: Additional Email
Template Name: Work Order Acceptance By Additional Email
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been accepted
Template Body:
To Facility Manager when a Work Order is Submitted to Maintenance Lead
Sent To: Facility Manager
Template Name: Work Order Submitted FM
Template Subject: Work Order {WorkOrder.WorkOrderNumber}Submitted to Maintenance Team
Template Body:
To Additional Email when a Work Order is Submitted to Maintenance Lead
Sent To: Additional Email
Template Name: Work Order Submitted Additional Email
Template Subject: Work Order {WorkOrder.WorkOrderNumber}Submitted to Maintenance Team
Template Body:
*DISABLED* To Requestor when the appointment for Work Order has been set
Subject: The Appointment For Work Order WO-3938 has been set
Example Screenshot Not Available.
Sent To: Requestor
Template Name: Work Order Vendor Appointment
Template Subject: The Appointment For Work Order {WorkOrder.WorkOrderNumber} has been set
Template Body:
To Vendor when the appointment for Work Order has been set
Subject: The Appointment For Work Order WO-284791 has been set
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Sent To: Vendor
Template Name: Work Order Vendor Appointment To Vendor
Template Subject: The Appointment For Work Order {WorkOrder.WorkOrderNumber} has been set
Template Body:
To Additional Email when the appointment for Work Order has been set
Subject: The Appointment For Work Order WO-304339 has been set
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Sent To: Additional Email
Template Name: Work Order Vendor Appointment To Additional Email
Template Subject: The Appointment For Work Order {WorkOrder.WorkOrderNumber} has been set
Template Body:
*DISABLED* To Facility Manager when the appointment for Work Order has been set
Subject: The Appointment For Work Order WO-285271 has been set
Example Screenshot Not Available.
Sent To: Facility Manager
Template Name: Work Order Appointment To FM
Template Subject: The Appointment For Work Order {WorkOrder.WorkOrderNumber} has been set
Template Body:
To Facility Manager for Estimate Approval
Subject: The Estimate for Work Order WO-239768 has been submitted for Approval
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Sent To: Facility Manager
Template Name: Work Order Estimate Pending Approval
Template Subject: The Estimate for Work Order {WorkOrder.WorkOrderNumber} has been submitted for Approval
Template Body:
To Vendor when Estimate Declined
Subject: The Estimate for Work Order WO-239719 has been declined.
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Sent To: Vendor
Template Name: Work Order Estimate Rejection
Template Subject: The Estimate for Work Order {WorkOrder.WorkOrderNumber} has been declined.
Template Body:
To Vendor when Estimate Approved
Subject: The Estimate for Work Order WO-239768 has been Approved.
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Sent To: Vendor
Template Name: Work Order Estimate Approval
Template Subject: The Estimate for Work Order {WorkOrder.WorkOrderNumber} has been Approved.
Template Body:
To Facility Manager & Vendor when Work Order is Cancelled
Subject: Work Order #WO-285004 has been Cancelled
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Sent To: Facility Manager & Vendor (both get the same email)
Template Name: Work Order Cancel
Template Subject: Work Order #{WorkOrder.WorkOrderNumber} has been Cancelled
Template Body:
To Requestor when the Work Order has been completed
Subject: Work Order WO-239769 has been Completed
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Sent To: Requestor
Template Name: Work Order Completion
Template Subject: Work Order {WorkOrder.WorkOrderNumber} has been Completed
Template Body:
To Facility Manager when the Work Order has been completed
Subject: Work Order WO-239710 has been Completed
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Sent To: Facility Manager
Template Name: Work Order Completion To FM
Template Subject: Work Order {WorkOrder.WorkOrderNumber} has been Completed
Template Body:
To Additional Email when the Work Order has been completed
Subject: Work Order WO-239769 has been Completed
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Sent To: Additional Email
Template Name: Work Order Completion To Additional Email
Template Subject: Work Order {WorkOrder.WorkOrderNumber} has been Completed
Template Body:
To Facility Manager when SLA exceeded notification sends by Scheduled Event
Subject: Work Order: WO-247361 SLA Exceeded.
Sent To: The Facility Manager
Template Name: Work Order Past SLA_FM
Template Subject: Work Order: {WorkOrder.WorkOrderNumber} SLA Exceeded.
Template Body:
To Vendor when the SLA exceeded notification sends by Scheduled Event
Subject: Work Order: WO-247361 SLA Exceeded.
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Sent To: The Vendor
Template Name: Work Order Past RemainingSLA
Template Subject: Work Order: {WorkOrder.WorkOrderNumber} SLA Exceeded.
Template Body:
To Vendor when Closeout for Work Order closeout is Declined
Subject: The Completion for Work Order WO-239749 has been declined.
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Sent To: Vendor
Template Name: Work Order Completion Rejection.
Template Subject: The Completion for Work Order {WorkOrder.WorkOrderNumber} has been declined.
Template Body:
To Vendor when Closeout for Work Order is completed
Subject: The Closeout for Work Order WO-239770 has been completed.
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Sent To: Vendor
Template Name: Work Order Closeout Notification
Template Subject: The Closeout for Work Order {WorkOrder.WorkOrderNumber} has been completed.
Template Body:
*DISABLED* To Facility Manager when Invoice for Work Order is Submitted
This is turned off since we are also sending Notification To Facility Manager when Invoice Auto Approval/Submission to Core Fails
If this Template is Enabled, the FM will receive this notification for every Invoice Submitted, even if it is immediately auto approved/sent to Core.
Sent To: Facility Manager
Template Name: Work Order Invoice Submission
Template Subject: The Invoice Number {WorkOrderInvoice.InvoiceNumberFD} for Work Order {WorkOrder.WorkOrderNumber} has been Submitted to you for review.
Template Body:
To Facility Manager when Invoice for Work Order Submission Failed
Subject: The Invoice submission for Work Order {WorkOrder.WorkOrderNumber} has failed
Sent To: Facility Manager
Template Name: Work Order Invoice Submission Failure
Template Subject: The Invoice submission for Work Order {WorkOrder.WorkOrderNumber} has failed.
Template Body:
To Vendor when Invoice not submitted after #of days since Work Completion
Subject: Reminder to Invoice for Work Order: WO-217465 Completed on: 08/12/2020 07:52:19 PM CDT.
Sent To: Vendor
Template Name: Work Order Invoice Reminder.
Template Subject: Reminder to Invoice for Work Order: {WorkOrder.WorkOrderNumber} Completed on: {WorkOrder.WorkCompletionDate}.
Template Body:
To Vendor when Invoice for Work Order is Declined
Subject: The Invoice Number 123456789 for Work Order WO-239749 has been declined.
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Sent To: Vendor
Template Name: Work Order Invoice Rejection
Template Subject: The Invoice Number {WorkOrderInvoice.InvoiceNumberFD} for Work Order {WorkOrder.WorkOrderNumber} has been declined.
Template Body:
* Disabled* To Vendor when Invoice for Work Order is Completed
Subject: The Invoice Number 800 for Work Order WO-3941 has been completed
Example Screenshot Not Available.
Sent To: Vendor
Template Name: Work Order Invoice Completion to Vendor.
Template Subject: The Invoice for Work Order {WorkOrder.WorkOrderNumber} has been completed
Template Body:
To Facility Manager when Invoice Auto Approval/Submission to Core Fails
If Invoices are set to Auto Approve and Submit to Core, but there is a validation issue causing the process to fail, the FM will be notified
Subject: The Invoice #800 for Work Order WO-3941 Requires Additional Review and Approval
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Sent To: Facility Manager
Template Name: Work Order Invoice Auto-Submission Failure
Template Subject: The Invoice Number {WorkOrderInvoice.InvoiceNumberFD} for Work Order {WorkOrder.WorkOrderNumber} has been submitted to Core.
Template Body:
*DISABLED* To Facility Manager when Invoice for Work Order submitted to Core
Subject: This Notification is sent when an Invoice is Auto Approved/Submitted to Core
Example Screenshot Not Available.
Sent To: Facility Manager
Template Name: Invoice Submission to Core
Template Subject: The Invoice Number {WorkOrderInvoice.InvoiceNumberFD} for Work Order {WorkOrder.WorkOrderNumber} has been submitted to Core.
Template Body:
To Invoice Email(s) when Invoice for Work Order submitted to Core
This is an email or emails set up on the Work Order Configuration record that will send an email when Invoices are Submitted to Core. This will only send if emails are set up in Work Order Configuration record.
Example Screenshot Not Available
Sent To: Accounting Emails set up on Work Order Config
Template Name: Invoice Submission to Core to Accountant
Template Subject: The Invoice Number {WorkOrderInvoice.InvoiceNumberFD} for Work Order {WorkOrder.WorkOrderNumber} has been submitted to Core.
Template Body:
*Disabled* To Facility Manager when Purchase Order for Work Order submitted to Core
Subject: The Purchase Order for Work Order WO-3941 has been submitted to Core.
Example Screenshot Not Available
Sent To: Facility Manager
Template Name: Purchase Order Submission to Core
Template Subject: The Purchase Order for Work Order {WorkOrder.WorkOrderNumber} has been submitted to Core.
Template Body:
To Watch List Users when a New Discussion Thread /Reply is Created
Subject: Work Order WO-285012 - New Discussion Thread/Reply.
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Sent To: Watchlist Users on the Discussion Thread (By Default this includes Requestor/Call Center/Facility Manager and Vendor as applicable)
Template Name: Discussion Thread Template
Template Subject: Work Order {WorkOrder.WorkOrderNumber} - New Discussion Thread/Reply.
Template Body:
Scheduled Maintenance
To Facility Manager – SM Work Order - Days Before Due Notification 1
Subject: Reminder there is a Scheduled Maintenance Work Order WO-240453 due on 03/30/2021 12:00 AM.
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Sent To: Facility Manager Assigned to SM WO.
Template Name: SM Notification Before Due Template
Template Subject: Reminder there is a Scheduled Maintenance Work Order {WorkOrder.WorkOrderNumber} due on {WorkOrder.ScheduledDate}.
Template Body:
To Vendor – SM Work Order - Days Before Due Notification 1
Subject: Reminder there is a Scheduled Maintenance Work Order WO-239779 due on 03/16/2021 12:00 AM.
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Sent To: Vendor Assigned to SM WO.
Template Name: SM Notification Before Due Template Vendor
Template Subject: Reminder there is a Scheduled Maintenance Work Order {WorkOrder.WorkOrderNumber} due on {WorkOrder.ScheduledDate}.
Template Body:
To Facility Manager – SM Work Order - Days Before Due Notification 2
Same Content as: To Facility Manager – SM Work Order - Days Before Due Notification 1
To Vendor – SM Work Order - Days Before Due Notification 2
Same Content as: To Vendor – SM Work Order - Days Before Due Notification 1
To Facility Manager when the SM location import process is complete
Subject: The locations for Scheduled Maintenance: SM-4165 have been imported successfully.
Sent To: Facility Manager
Template Name: SM Locations Import
Template Subject: The locations for Scheduled Maintenance: {ScheduledMaintenance.SequenceDrivenId} have been imported successfully.
Template Body:
To Facility Manager when the SM Location import process fails
Subject: The locations for Scheduled Maintenance: SM-3400 could not be imported.
Sent To: Facility Manager
Template Name: SM Locations Import Fail
Template Subject: The locations for Scheduled Maintenance: {ScheduledMaintenance.SequenceDrivenId} could not be imported.
Template Body:
To Facility Manager when the SM Work order has been completed.
Subject: Work Order WO-254044 has been Completed
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Sent To: Facility Manager
Template Name: SM Work Order Completion
Template Subject: Work Order {WorkOrder.WorkOrderNumber} has been Completed.
Template Body:
To Maintenance Lead when the SM Work order has been Assigned.
Subject: The Scheduled Maintenance Work Order WO-284946 has been assigned
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Sent To: Maintenance Lead
Template Name: SM Work Order Assignment Notification To Maintenance Lead
Template Subject: The Scheduled Maintenance Work Order {WorkOrder.WorkOrderNumber} has been assigned
Template Body:
To Maintenance Lead – SM Work Order - Days Before Due Notification
Subject: Reminder there is a Scheduled Maintenance Work Order WO-284838 due on 02/23/2023 12:47 PM
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Sent To: Maintenance Lead
Template Name: SM Notification Before Due Template Maintenance Lead
Template Subject: Reminder there is a Scheduled Maintenance Work Order {WorkOrder.WorkOrderNumber} due on {WorkOrder.ScheduledDate}
Template Body:
To Maintenance Technician when the SM Work order has been Assigned.
Subject: The Work Order WO-269464 has been assigned.
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Sent To: Maintenance Technician
Template Name: SM Work Order Assignment Notification To Maintenance Technician
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been assigned
Template Body:
To Facility Manager when the SM has been Assigned.
Subject: The Scheduled Maintenance #SM-9760 has been assigned.
Sent To: Facility Manager
Template Name: Scheduled Maintenance Assignment Notification to FM
Template Subject: The Scheduled Maintenance #{ScheduledMaintenance.SequenceDrivenId} has been assigned.
Template Body:
To Facility Manager when the SM Workorder has been Assigned.
Subject: The Scheduled Maintenance Work Order WO-304287 has been assigned.
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Sent To: Facility Manager
Template Name: Scheduled Maintenance Work Order Assignment Notification to FM.
Template Subject: The Scheduled Maintenance Work Order {WorkOrder.WorkOrderNumber} has been assigned.
Template Body:
To Facility Team email when an Emergency Work Order is Submitted as a Related Work Order from a Scheduled Maintenance Work Order
Subject: Emergency Work Order WO-285000 has been created.
Example Screenshot not available.
Sent To: The Facility Team members (email is set in the Work Order Configuration record)
Template Name: SM Related Work Order Emergency Notification
Template Subject: Emergency Work Order {WorkOrder.WorkOrderNumber} has been Created.
Template Body:
To Vendor when they receive a Work Order created as a Related Work Order from a Scheduled Maintenance Work Order.
Subject: The Work Order WO-285000 has been created.
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Sent To: Vendor
Template Name: SM Related Work Order Creation Notification
Template Subject: The Work Order {WorkOrder.WorkOrderNumber} has been created.
Template Body:
Bulk Invoice
To Facility Manager when Invoices are Generated
Subject: Your Invoices for the Bulk Invoice Number - 1000 have been Generated
Sent To: Facility Manager
Template Name: Bulk Invoice Generate
Template Subject: Your Invoices for the Bulk Invoice Number - {BulkInvoice.BulkInvoiceNumberFD} have been Generated
Template Body:
To Facility Manager when Invoices submission process is Completed
Subject: The Bulk Invoice submission process is complete.
Sent To: Facility Manager
Template Name: Bulk Invoice AutoSubmission
Template Subject: The Bulk Invoice submission process is complete
Template Body:
To Facility Manager when Invoices fail to Generate.
Subject:
Sent To: Facility Manager
Template Name: Bulk Invoice Generate_Fail
Template Subject: Your Invoices for the Bulk Invoice Number - {BulkInvoice.BulkInvoiceNumberFD} are not generated.
Template Body:
Miscellaneous/Administrative
To Facility Manager/Admin when Requestors are assigned to Stores.
Subject: Requestors Have Been Assigned to Locations.
Sent To: Facility Manager/Facilities Admin (whoever processes the Store Assignment Utility)
Template Name: Store_Utility_Assignment
Template Subject: Requestors Have Been Assigned to Locations.
Template Body:
To Facility Manager/Admin when Requestors are unassigned from Stores.
Subject: Requestors Have Been Unassigned from Locations.
Sent To: Facility Manager/Facilities Admin (whoever processes the Store Assignment Utility)
Template Name: Store_Utility_Assignment_Unassign
Template Subject: Requestors have been Unassigned from Stores.
Template Body:
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