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Home > System Admin Role > Page Builder > Correspondence Templates > Standard Templates

Standard Templates

 Admin > Page Builder > Correspondence Templates > Standard Templates Tab

 

The Standard Templates cannot be deleted but can be modified. These templates are used at certain points in training and tracking process and triggered by taking action at various places in the system.  They cannot be recreated as custom templates because often the merge fields are different for these templates.

 

Standard Email Templates Tab starts off grouped by roles in the system to help users know who is getting what kind of emails.  Click the Ungroup button to see all standard email templates in alphabetical order.  This will make the button read Group.  Click the Group button to see all standard email templates in role groups again. 



Template How Is It Triggered? Home Page Reminder
  Group: Approver_Templates  
 
Class Enrollment Approval Email		 When a student registers for a class and/or if the User enrolls the Student and approval is needed, this email is sent to those who need to approve the class enrollment. Approvals: Class Enrollment Requests
Class Enrollment Approval Email (Notification Only) When a student registers for a class and/or if the User enrolls the student, this email is sent to those who need to be notified of the class enrollment but do not need to be approve. N/A
Credential Request Approval Email When a student enters a credential request and/or if the User enters the credential and approval is needed, this email is sent to those who need to approve the credential request.  Approvals: Credential Requests
Credential Request Approval Email (Notification Only) When a student enters a credential request and/or if the User enters the credential, this email is sent to those who need to be notified of the credential request but do not need to be approve.  N/A
Tuition Assistance Approval Email When a student enters a class request for tuition reimbursement and/or if the User enters the class for consideration and approval is needed, this email is sent to those who need to approve the class for tuition reimbursement.  Approvals: Tuition Assistance Requests
Tuition Assistance Approval Email (Notification Only) When a student enters a class request for tuition reimbursement and/or if the User enters the class for consideration, this email is sent to those who need to be notified of the class for tuition reimbursement but do not need to approve. N/A
Tuition Assistance Pay Approval Email When a student enters the completed class information for tuition reimbursement and/or if the user enters the completed information for consideration and approval is needed, this email is sent to those who need to approve the completed class information for tuition reimbursement.  Approvals: Tuition Assistance Pay Requests
Tuition Assistance Pay Approval Email (Notification Only)  When a student enters the completed class information for tuition reimbursement and/or if the user enters the completed information for consideration, this email is sent to those who need to be notified of the completed class information for tuition reimbursement but do not need to approve. N/A
External Class Approval Email When a student enters an external class request and/or if the User enters the external class request and approval is needed, this email is sent to those who need to approve the request.  Approvals: External Class Requests
External Class Approval Email (Notification Only) When a student enters an external class request and/or if the User enters the external class request, this email is sent to those who need to notified of the request but do not need to approve. N/A
External Class Complete Approval Email When a student enters an external class request and/or if the User enters the external class request and approval is needed, this email is sent to those who need to approve the request.  Approvals: External Class Complete Request
External Class Complete Approval Email (Notification Only) When a student enters the completed class information for external class and/or if the user enters the completed information for consideration, this email is sent to those who need to be notified of the completed class information for the external class but do not need to approve. N/A
Course Opt Out Approval Email
 When a student enters an opt out request and/or if the User enters the opt out request for a training requirement and approval is needed, this email is sent to those who need to approve the request.    Approvals: Out-Opt Requests
Course Opt Out Approval Email (Notification Only)
 When a student enters an opt out request and/or if the User enters the opt out request for a training requirement, this email is sent to those who need to notified of the request but do not need to approve.  N/A
Courses Taken Request Approval Email  When a student enters a completed requirement request and/or if the User enters the completed requirement request, this email is sent to those who need to notified of the request but do not need to approve. Approvals: Courses Taken Requests
Courses Taken Approval Approval Email (Notification Only) When a student enters a completed requirement  request and/or if the User enters the completed requirement request, this email is sent to those who need to notified of the request but do not need to approve.
 N/A
   Group: Instructor_Templates  
Class Reminder to Instructors This email can be sent from the Class List > Take Action Column > SEnd Reminder Option and the checkbox to send it to 'Instructors' is selected. N/A
   Group: Manager_Templates  
Class Reminder to Manager This email can be sent from the Class List > Take Action Column > Send Reminder Option and the checkbox to send it to 'Manager' is selected.  It sends 1 email with all students in the class for that manager regardless of what students were selected on the previous page.    N/A
Class Reminder to Secondary Approver
 This email can be sent from the Class List > Take Action Column > Send Reminder Option and the checkbox to send it to 'Secondary Approver' is selected.  It sends 1 email with all students in the class for that manager regardless of what students were selected on the previous page.    
 N/A
   Group: Password_Templates  
Reset Student Passwords
 The Student can request this email from the login page.  The email can also be mass emailed out via the Find Student > Search Results - Email Option. 
 N/A
Reset User Passwords The User can request this email from the login page.  The email can also be mass emailed out via the Reset Password page under Admin > Security.
 N/A
   Group: Student_Templates  
New Enrollment Email to Students Any enrollment in the system (Student File, Class File, Home Page, etc...) has the ability to send this email. N/A
Class Closed Email to Students When going through the 'Close Class' process, this email can be selected to be sent to the Students. N/A
Class Reminder to Students This email can be sent from the Class List > Take Action Column > Send Reminder Option and the checkbox to send it to 'Students' is selected. N/A
   Group: Training_Admin_Templates  
 New Requirement Added Email to Training Admin Not Yet! It is coming... N/A
Class Reminder to Training Admin This email can be sent from the Class List > Take Action Column > Send Reminder Option and the checkbox to send it to 'Training Admin' is selected.   N/A

 

See also

Custom Templates