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Home > System Admin Role > Page Builder > Correspondence Templates > Standard Templates > Credential Request Approvals Emails

Credential Request Approvals Emails

Admin > Page Builder > Correspondence Templates

There are two kinds of credential request approval emails.  One is used for approvals and one is for notification only.  This email goes out to the people who need to approve credential requests from a student.   It is automatically sent upon the student requesting a credential or entering a credential from the Home Page and/or the training admin who manually adds the credential to the student and wants to push out the approvals to make sure everything is ok. 

Available Merge fields include:

Field  Merge Field   Where Information is Pulled from in System
Accept/Deny Buttons {AcceptDeny} Put HTML hyperlinks in the email for the Approver to 'Accept' or 'Deny' the enrollment. 

Typically this merge field is used when there is an approval process that needs to happen when the Student requests enrollment into a class and/or if the Training Admin puts the Student in the class but would like Manager approval first.
Credential Fields    
Credential Code {CertCode} Pulls the 'Code' field from the Admin > Curriculum > Credentials.

Credential Name

{CertName} Pulls the 'Name' field from the Admin > Curriculum > Credentials.
Credential Description {CertDescr} Pulls the 'Description' field from the Admin > Curriculum > Credentials.
Date Attained {DateAttained} Pulls the 'Date Attained' field from the Student File > Activity Page > Credential Tab.

Date Expires

{DateExpires} Pulls the 'Date Expires' field from the Student File > Activity Page > Credential Tab.
Issued By {IssuedBy} Pulls the 'Issued By' field from the Student File > Activity Page > Credential Tab.
Note {CertNote} Pulls the 'Request Note' field from the Student File > Activity Page > Credential Tab.
Request Date {RequestDate} Pulls the 'Request Date' field from the Student File > Activity Page > Credentials Tab.
Start Date {StartDate} Pulls the 'Start Date' field from the Student File > Activity Page > Credential Tab.
Status {Status} Pulls the 'Status Code' field from the Student File > Activity Page > Credential Tab.
Status Description {StatusDescr} Pulls the 'Status Name' field from the Student File > Activity Page > Credential Tab.
Student Fields    
Student First Name {StudentFirstName} Pulls the 'First Name' field from the Student File > Contact Info Page > Contact Tab.

Student Last Name

{StudentLastName} Pulls the 'Last Name' field from the Student File > Contact Info Page > Contact Tab.
Student First, Last Name {StudentFirstLast} Pulls the 'First Name' field and the 'Last Name' field from the Student File > Contact Info Page > Contact Tab and puts them together such that they read 'First Name' 'Last Name.'
Student Last, First Name {StudentLastFirst} Pulls the 'Last Name' field and the 'First Name' field from the Student File > Contact Info Page > Contact Tab and puts them together such that they read 'Last Name', 'First Name.'

Student Address

{StudentAddress} Pulls the 'Address 1' field from the Student File > Contact Info Page > Contact Tab - Home Contact section.

Student City

{StudentCity} Pulls the 'City' field from the Student File > Contact Info Page > Contact Tab - Home Contact section.

Student State

{StudentState} Pulls the 'State' field from the Student File > Contact Info Page > Contact Tab - Home Contact section.

Student Zip

{StudentZip} Pulls the 'Zip' field from the Student File > Contact Info Page > Contact Tab - Home Contact section.

Student City, State, Zip

{StudentCityStZip} Pulls the 'City' field, 'State' field, and 'Zip' field from the Student File > Contact Info Page > Contact Tab and put them together so that they read 'City', 'State' 'Zip' - Home Contact section.

Student Home Phone

{StudentHomePhone} Pulls the 'Phone' field from the Student File > Contact Info Page > Contact Tab - Home Contact section.

Student Work Phone

{StudentWorkPhone} Pulls the 'Phone' field from the Student File > Contact Info Page > Contact Tab - Work Contact section.

Student Work Extension

{StudentWorkExt} Pulls the 'Extension' field from the Student File > Contact Info Page > Contact Tab - Work Contact section. 
Student Email {StudentEmail} Pulls the 'Email' field from the Student File > Contact Info Page > Contact Tab.

The email address that it pulls is determined by the 'Primary Email' flag.  When the 'Primary Email' = Work, it pulls the email from the work contact section and when the 'Primary Email' = Home, it pulls the email from the home contact section.
Student SSN {StudentSSN} Researching...

Student Empno

{StudentEmpno} Pulls the 'Employee #' field from the Student File > Contact Info Page > Job Details Tab.

Student Hire Date

{StudentHireDate} Pulls the 'Hire Date' field from the Student File > Contact Info Page > Job Details Tab.
Student Manager Name {StudentManagerName} Pulls the 'Manager' field from the Student File > Contact Info Page > Job Details Tab.

Student Type

{StudentType} Pulls the 'Student Type' field from the Course File > Main Page > General Tab.

Student Primary Job Code

{StudentPrimaryJobCode} Pulls the 'Job Code' field from the Student File > Contact Info Page > Job Details Tab that is marked as 'Primary' in the Job Info section.

Student Primary Job Title

{StudentPrimaryJobTitle} Pulls the 'Job Title' field from the Student File > Contact Info Page > Job Details Tab that is marked as 'Primary' in the Job Info section.

Student Primary Org 1-5

{StudentPrimaryOrg1} Pulls the 'Organization Code 1' field from the Student File > Contact Info Page > Job Details Tab that is marked as in the Organization Info section.  There are 5 organization fields and depending on the one used, that information is pulled.
Student Misc 1-20 {StudentMisc1} Pulls the 'Misc 1' field from the Student File > Misc Page.  There are up to 20 miscellaneous fields and depending on the one used, that information is pulled.

See also