Home > CDX > Notifications > Create a Notification Template

Create a Notification Template

The Notifications tab allows you to send notifications informing users of deadlines, invalid submissions, and more. Two types of notifications are available: Standard and Automated. When sending a Standard or Automated notification, you can choose to customize the alert format by creating a unique notification template. Follow the procedure outlined below to generate a new notification template for your dpeartment's use.

To create a notification template

Tip: Required fields are marked with an asterisk (*).

Note: The images in the procedure reflect the pages as seen by DOH Administrators. What you see may be slightly different if you are a Department or Health System Administrator.

  1. From any page, go to Notifications: Templates. The Notification Templates page opens. 

    templates.png

  2. Click Create Template. The Create Template page opens.

    create_templates.png

  3. Enter information in the fields.

  4. Click Save.

Once the template has been created, you can use it to send standard notifications. If you are a DOH Administrator, you can also use templates to send automated notifications.

Notification Template Fields

Name
A name for the template.

Template Type
Type of template you want to create.

Status
Whether the template is Active or Inactive. Inactive templates cannot be selected for standard notifications.

Subject
Subject of the message. To add elements that may change based on the message and recipients, click Add Variable. For example, if you are sending a warning to several departments about a missing events submission for a specific month, you may want to add a month variable to specify the correct month for each department.

Message
Message content. To add elements that may change based on the message and recipients, click Add Variable. For example, if you are sending a warning to several departments about a missing events submission for a specific month, you may want to add a month variable to specify the correct month for each department.

Send Test Email
To send yourself a test email before sending the notification, enter your email address and click Send Email.

You must to post a comment.
Last modified
09:54, 31 Jan 2017

Tags

Classifications

This page has no classifications.