Send completed or approved work order report
Each completed work order report is sent:
"Send reports" - enables functionality, but whoever receives completed work orders reports must be specified in the fields below;
"Send reports to contact person" - the report received by the only person whose data is filled in "Client information" field at the end of the work order;
"Send email reports to additional customer’s email” - work order customer receives report to the email, that is entered in his client card as additional receivers;
“Send work order reports on this status” - select to send PDF act when work order is completed or approved (approval is only available from web user/administrator).
"List of additional recipients" - additional email list to receive ALL completed work order reports.
Email text
Language of PDF report and emails - PDF report content language can be set separately (it is not dependent on the language of online environment);
Job card email subject/Remote signature email subject - you can add here a title for the email that will be sent. You can use text variables to be more specific and identify particular information.
Report email text - the contents of an e-mail being sent, where %task_id% is a special code that automatically displays the number of work order in PDF report.
Remote signature email text - the text that will appear on email. % task_id % - a special code, which automatically inserts the work order number of the PDF report sent. % url % - a special code, which automatically inserts URL for signing a work order report.
Remote signature SMS text - the text that will appear on sms. Same as for the remote signature email, various special codes can be used by the need.
Request supplement SMS text - the message that will be sent for the request update.
Restore default text - button, which restores the default text contents and translates it automatically into the same language as system locale. Default text is a predefined text layout used in an e-mail with PDF reports and also in remote signature email. The texts can be modified and saved by clicking the SAVE button.
Email text variables
You can configure email text using more special codes that will let automatically display additional information of the work order. You just need to insert needed code in the email text and it will be displayed. There are these special codes allowed now:
'%task_guid%' => identifier generated by Frontu. Can be found in the detailed view.
'%task_systemid%' => shows system ID of the work order.
'%task_title%' => displays work order name.
'%task_description%' => shows the description of the work order.
‘%workspace_serial_number%' => shows object’s serial number.
'%workspace_systemid%' => displays object’s system ID.
'%workspace_title%' => shows the title of the object.
'%workspace_address%' => shows the address of the object.
'%workspace_city%' => shows the city of the object.
%CUSTOM_FIELD_GUID% => shows any of custom fields added for the work order.
For work orders custom fields to be visible in the email text, find the guid in quick or detailed view of the custom field.
Additional work order report recipients by work order type
You may add additional reports receiver email addresses separately for selected work order types. In this case when the work order will be completed or approved, the job card will be sent to these emails by the type.
Note: If you have more than 30 work order types, you will see more than 1 page, so to review all work order types you should go to different pages.