Creating an email template

WorkRite allows the set up of email templates to communicate with users.

From the WorkRite home page select WorkRite Management System. Then select Content from the side bar and then Create Content from the top of the screen.

Use the Content Type drop down menu to select Email Template. 

Complete the fields as follows:

• Name: Enter the title of the email template. This is to identify the email and is not displayed when an email
is sent.

• Subject: Enter the subject of the email template. The user end user will see this.

• Email type: Select the relevant email type:
• Training Notification – To notify users to start training, contains login details and will be able to
trigger reminders.
• Reminder – To remind users to complete a course that they have not yet completed, these can be
triggered by the training notifications. See Reminders for set up details.
• Miscellaneous – These can be used to send general messages to users/groups.
• Reassessment Notification – To be used when a user is made active after a period of leave (e.g.
maternity), or after a change of circumstances (e.g. a desk move).
• Login Details Reminder – This is a password reset email - the link to reset the users password will
be automatically added when the email is sent.
• Schedule Notification – To notify users to retrain or reassess (if applies) after a specific period of
time. See Schedules for set up details.

• Body: Enter the body of the email. This is all the content that will be displayed to the user in the email. The
relevant link will be automatically appended, in the following format: “Please follow the link below to log in. If
you have trouble clicking on the link please copy and paste it into the address bar of your web browser.”
• Signature: This content will be displayed at the after the body of the email.

Select Insert.