Email Templates are used to personalize system generated emails to suit specific organization needs.

Emails are triggered and sent to users for the following reasons and therefore the templates can be edited:

• Invite User

• Invite Collaborator

• Invite Endorser

• Initiative Requires Review

• Initiative Requires Action

• Initiative Approved

• Initiative Returned

• Initiative Rejected

• Initiative Approval Reminder

• Administrator Action Notification

• Start Portfolio Request

• Notify Portfolio Request

• Notify Comments

• Project Approved

• Initiative Active

• Initiative Budgeted

• Project Approved

Note:

• “Initiative Requires Action” will be sent when the action required is by the Person Responsible at the beginning of a transitioned to stage (Proposal from Idea, Business Case from Proposal, etc). This will be sent to the Person Responsible required to action the initiative.

• “Initiative Requires Review” will be sent when the action required is at Manager, Sponsor, or Portfolio Manager Review status. This will be sent to the Manager, Sponsor, or Portfolio Manager who is required to review the initiative.

To access the Email Templates page, click on the Email Templates button under the Configuration section of the left-hand navigation bar.

The page consists of:

1. Template Selection - Select an email template to edit.

2. Insert Field For Email Subject - Insert a variable related to specific initiatives into the email subject.

   1. Examples include Initiative ID, Initiative Status, etc.

3. Email Subject - Customise the email subject.

4. Insert Field For Email Content - Insert a variable related to specific initiatives into the email content.

   1. Examples include Initiative ID, Initiative Status, etc.

5. Formatting Options - Used to format text in the email content.

   1. e.g. bold, italics, etc.

6. Email Content - Customise the email content.

7. Save - Save changes.