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Home > System Admin Role > Page Builder > Correspondence Templates > Standard Templates > External Classes Approval Emails

External Classes Approval Emails

Admin > Page Builder > Correspondence Templates

There are two kinds of external class request approval emails.  One is used for approvals and one is for notification only.  Additionally, there are two levels of approvals.  The first round of emails is to approve the class request for external class and the second round of emails is to approve the completed class to credit as needed to requirements. All in all there are four emails:

 

1st Round of Emails
(1) External Class Request Approval Email

(2) External Class Request Approval (Notification Only) Email

 

2nd Round of Emails

(1) External Class Complete Approval Email

(2) External Class Complete Approval (Notification Only) Email

 

This email goes out to the people who need to approve class requests for the external class for a student.  It is automatically sent upon the student requesting a class via the External Classes section from the Home Page and/or the training admin who manually adds the external class 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.
External Classes Fields    
Complete Date {ECCompleteDate} Pulls the 'Complete Date' field from the Student File > External Classes Page
Cost {ECCost} Pulls the 'Cost' field from the Student File > External Classes Page.
End Date {ECEndDate} Pulls the 'End Date' field from the Student File > External Classes Page. 
Grade {ECGrade} Pulls the 'Grade' from the Student File > External Classes Page.

Misc (1-10)

{ECMisc1} Pulls the 'Misc' field from the Student File > External Classes Page.
Name {ECName} Pulls the 'Name' field from the Student File > External Classes Page.
Provider {ECProvider} Pulls the Provider' from the Student File > External Classes Page.
Reason {ECReason} Pulls the 'Reason' field from the Student File > External Classes Page.

Related To

{ECRelatedTo} Pulls the 'Related To' field from the Student File > External Classes Page.
Request Date {ECRequestDate} Pulls the 'Request Date' from the Student File > External Classes Page.
Start Date {ECStartDate}  Pulls the 'Start Date' from the Student File > External Classes Page.
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