Access: Regulators
Overview: A walkthrough on sending one time communications from an assembly record and a location record.
Please Note: This walkthrough assumes your communication templates have already been created and published. If you need guidance on creating and publishing a communication, please review our articles in our Communications Knowledge Base.
Topics:
Sending a Communication from a Location Record
Navigate to the Locations tab and search for the location record that you'd like to create a communication for.
Open the location record, and click the COMMS tab in the slide out window.
Scroll down and click the green Add Comm button. This will take you to a new communication log with the location details auto-populated.
Choose your Communication Template from the drop-down menu.
Click the green Select Contacts button to choose which contacts you'd like this communication to go to.
Click the green Select Equipment button to choose what device(s) the communication is pertaining to.
Choose the Method of communication from the dropdown.
If necessary, select a due date (YYYY-MM-DD) and add notes.
If your template is utilizing the Additional Content merge field, you can add your additional details by clicking the grey Edit Additional Content button.
If the communication you created is a Letter, click the green Download button to download the PDF. Once you've confirmed that the letter printed as expected, click the green Mark as Sent button to notate the sent letter in the system.
If the communication you created is an Email, you can click Send Test Email to send a preview of the email to yourself, or you can click Send Email/s to send the email to the selected location's contact(s).
Sending a Communication from an Assembly Record
Navigate to the Assemblies tab and search for the assembly record that you'd like to create a communication for.
Open the assembly record, and click the COMMS tab in the slide out window.
Scroll down and click the green Add Comm button. This will take you to a new communication log with the location details auto-populated.
Choose your Communication Template from the drop-down menu.
Click the green Select Contacts button to choose which contacts you'd like this communication to go to.
Click the green Select Equipment button to choose what device(s) the communication is pertaining to.
Choose the Method of communication from the dropdown.
If necessary, select a due date (YYYY-MM-DD) and add notes.
If your template is utilizing the Additional Content merge field, you can add your additional details by clicking the grey Edit Additional Content button.
If the communication you created is a Letter, click the green Download button to download the PDF. Once you've confirmed that the letter printed as expected, click the green Mark as Sent button to notate the sent letter in the system.
If the communication you created is an Email, you can click Send Test Email to send a preview of the email to yourself, or you can click Send Email/s to send the email to the selected location's contact(s).