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Service Request Emails

Eptura Knowledge Center

Service Request Emails

Level: System Administrator

The following email templates are set up for Service Requests.

Sent From When Sent To Email Template
Manage Service Request screen's Contacts area or Approvers area

Sent automatically to a person when they are added as an assignee / any contact type / approver to a service request.

This will be sent to new users that do not have an account with steps to create an account.

 Click here to expand...

Dear %recipient.firstName%,

You have been added as the %relationshipType.name% of %serviceRequest.id%.

Your username is: %recipient.username%

You can access the Service Requests here: %serviceRequestUrl%.

Please use the instructions below to get started.

How to Create your Password

  1. When you are ready to access the system, open this page: %loginLink%.
  2. Click on the 'Reset Password' link
  3. You will receive an email with a link to create a password. All you need to do is follow the instructions included in the email and you will be ready to go. If you forget your password in the future, simply follow the steps above to create a new one.

How to Login in future

To access Serraview, head to %loginLink%. You may like to bookmark or save this site as a favourite for easy access in the future.

For assistance, please contact your Property Administrator with any queries.

The person who is assigned to the Service Request in the Contacts area.

For details, refer to Update Contacts and Assignees

Assignment Notification (New User)
Manage Service Request screen's Contacts area or Approvers area

Sent automatically to a user when they are added as an assignee / approver.

Sent to users with existing accounts, contains just a URL.

 Click here to expand...

Dear %recipient.firstName%,

You have been added as the %relationshipType.name% of %serviceRequest.id%.

Your username is: %recipient.username%

You can access the Service Requests here: %serviceRequestUrl%.

Forgot Password

  1. When you are ready to access the system, open this page: %loginLink%.
  2. Click on the 'Reset Password' link
  3. You will receive an email with a link to create a password. All you need to do is follow the instructions included in the email and you will be ready to go. If you forget your password in the future, simply follow the steps above to create a new one.

How to Login in future

To access Serraview, head to %loginLink%. You may like to bookmark or save this site as a favourite for easy access in the future.

For assistance, please contact your Property Administrator with any queries.

The person who is assigned to the Service Request in the Contacts area.

For details, refer to Update Contacts and Assignees

Assignment Notification (Existing User)
Manage Service Request screen

A completely ad-hoc email sent anytime in the workflow to a selection of people. Sends a generic FYI email with URL and 63 Business Case Report is attached to the email.

 View the email template ...

Sent To:

Keyword Set 3006 called Service Request Person Relationship Type.

For example, the keywords are:

  • ID# 6702 General Manager
  • ID# 3046 Assignee
  • ID# 3047 IT Assignee
  • ID# 3055 Delivery Manager
  • ID# 6500 Capital Works Manager
  • ID# 3528 Removalist

There are six copies of this email template, all identical but one for each of the above relationship types.

Reply To: noreply@serraview.com

Subject:

General Manager FYI

Assignee FYI

IT Assignee FYI

Delivery Manager FYI

Capital Works Manager FYI

Removalist FYI

Body:

Dear %recipient.firstName%,

Please find service request %serviceRequest.serviceRequestId% attached for your information.

 View the required parameters ...
Type Description
Recipient First Name The first name of the user that is assigned to the appropriate role.
Service Request Id The id of the service request.

The person who is assigned to the Service Request in the Contacts area.

For more details, refer to Add Contacts and send out FYI Emails.

Service Request FYI

Manage Service Request screen's Approvers area

 

Sends an email to a user requesting their review and approval of a service request.

If needed you can include the costs and 63 Business Case Report can be attached to the email.

 View the email template ...

Sent To:

Reply To: noreply@serraview.com

Subject: Service Request ## %serviceRequest.id% Approval

Body:

Dear %recipient.firstName%,

Service request %serviceRequest.id% has been submitted for approval.

Click on the following link or paste it into your browser to approve or decline this request: %approvalLink%.

 View the required parameters ...
Type Description
Approver First Name The first name of the approvers attached to a service request. 
Service Request Id The id of the service request.
Service Request Approval Link A link to the approve/deny page for the service request.

Approver's email

For more details, refer to Add Approver and send for Approval.

Service Request Approval
Manage Service Request screen's Approvers area

Sends an email to a user requesting their review and approval of a service request.

If needed you can include the costs and 63 Business Case Report can be attached to the email.

 View the email template ...

Sent To:

Reply To: noreply@serraview.com

Subject:

Body:

Dear %approver.firstName%,

Service request %serviceRequest.serviceRequestId% has been updated and has been submitted for re-approval.

Justification: %serviceRequest.reapprovalReason%

Click on the following link or paste it into your browser to approve or decline this request: %serviceRequest.approvalUrl%.

 View the required parameters ...
Type Description
Approver First Name The first name of the approvers attached to a service request. 
Service Request Id The id of the service request.
Service Request Reapproval Reason Comment provided about why this SR is ready to be approved.
Service Request Approval Link A link to the approve/deny page for the service request.

Approver's email

For more details, refer to Add Approver and send for Approval.

Service Request Reapproval
Service Request Approval screen

Sends an email to the assignee notifying them that the Service Request has received an approval.

 View the email template ...

Sent To: Service Request Assignee

Reply To: noreply@serraview.com

Subject:

Body:

Dear %assignee.firstName%,

Service request %serviceRequest.serviceRequestId% has received all approvals.

<a href="%serviceRequest.Url%">Click here to view the details.<a/>

 View the required parameters ...
Type Description
Assignee First Name

The first name of the assignee.

Service Request Id The id of the service request.
Service Request - URL The URL that links directly to the service request.

Service Request Assignee

For more details, refer to Add Approver and send for Approval.

Service Request Approved
Manage Service Request screen's Status drop-down is set to Cancelled.

Notifies the requestor of a Service Request that it has been cancelled.

Contains short description and URL.

 View the email template ...

Sent To: Requestor of the Service Request 

Reply To: noreply@serraview.com

Subject:

Body:

Dear %assignee.firstName%,

Service request %serviceRequest.serviceRequestId% has been cancelled.

<a href="%serviceRequest.Url%">Click here to view the details.<a/>

 View the required parameters ...
Type Description
Requestor First Name The first name of the assignee.
Service Request Id The id of the service request.
Service Request - URL The URL that links directly to the service request.
Requestor of the Service Request  Service Request Cancellation
Manage Service Request screen's Status drop-down is set to Complete.

Sent to the requester when the Service Request's status is set to completed.

Contains short description and URL.

 View the email template ...

Sent To: Requestor of the Service Request 

Reply To: noreply@serraview.com

Subject:

Body:

Dear %requester.firstName%,

Service request %serviceRequest.serviceRequestId% has been completed.

 View the required parameters ...
Type Description
Requester First Name The first name of the requester.
Service Request Id  The id of the service request.
Requestor of the Service Request  Service Request Completed
Create New Service Request screen

Sent to the recipient when the Service Request is first created. 

Contains a short description and URL.

 View the email template ...

Sent To: Recipient of the Service Request 

Reply To: noreply@serraview.com

Subject:

Body:

Dear %recipient.firstName%,

Service request %serviceRequest.serviceRequestId% has been created.

 View the required parameters ...
Type Description
Recipient First Name The first name of the recipient.
Service Request Id The id of the service request.
Recipient of the Service Request  Service Request Created

The default templates can be edited, refer to Manage Email Templates.

 
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