Make use of the SkillsTX generated emails to streamline actions such as booking Validation sessions or linking to other intranet pages
Add the steps involved:
There are a set of emails provided by the SkillsTx system that may be suitable for adapting to include actions such as links to session booking systems for booking profile Validation sessions, links to a bespoke Satisfaction Survey following Validations, or to intranet pages etc. Some of these Emails are sent automatically following an action such as completing the self-assessment surveys, provided it has been configured to do so. The following being a list of the Emails:
Self Assessment Invites - Manual send - Refer Send Self Assessment Invites task
Self Assessment Reminders - Manual send - Refer Send Self Assessment Reminders task
Self Rated Skills - Auto send after surveys completion - Refer IT Professional Individual Reports task
Validated Skills - Auto send after Validation completion - Refer IT Professional Individual Reports task
Action Plan - Auto send following a manual request in the Planner - Refer IT Professional Individual Reports task
Edit the appropriate email to include the wording and links required
Save the new version of the email template
Send Test of the email to ensure it is suitable and the links work as expected
Of course all Emails templates are able to be tailored as required, the above selection are the ones that are tailored most often for including links |
Related articles appear here based on the labels you select. Click to edit the macro and add or change labels.
|