What we changed
We created email templates so that Proc Ops team members can easily access them within the CMS
We created 2 template types:
- a standardised response email template
- a signatory and disclaimer email template
Why we changed this
Proc Ops case workers use the email function within the CMS to respond to requests for support. Responding to queries takes time and often responses are copied from a shared drive and pasted into the email. This process is clunky and laborious, and having a set of standardised responses will save time and provide consistency.
How it works
- Proc Ops case workers can create a new email thread or reply to an email with a standardised response or signatory template
- templates are categorised into groups, subgroups and by procurement stage
- a preview of each template can be viewed upfront before selecting
- choose an email template from a group
- use filters to narrow down the list of templates
- select and apply the filters to the email message
Screenshots
Create a new message thread with an email template
Select Create a new message thread
Select Use selected template
Email template applied to message thread
Create a new message thread with a signatory email template
Select Create a new message thread
Select Use signatory template
Signatory template applied to message
Remove applied email template from an email message
Select Delete within email message
Click OK to delete message
Templated email deleted return to messages
