Email Rules
The table below lists the type of email sent detailing what triggers them to be sent:
|
Type of Work Order
|
Trigger
|
Email Type
|
Sent to?
|
|
Reactive
|
On Assign
|
Assign Email
|
Resource
|
|
Reactive
|
On Stop Job
|
Completed Email
|
Building Contact
|
|
Reactive
|
On Reinstate (assign)
|
Assign after recall
|
Resource
|
|
Reactive
|
On De-allocation of an Assigned Work Order
|
Cancelled (de-allocated)
Completed Email
|
Resource
Building Contact
|
|
Reactive
|
On Cancellation
|
Cancelled Email
Completed Email
|
Resource
Building Contact
|
|
Quote
|
On Assign
|
Assign Email
|
Resource
|
|
Quote
|
On Stop Job
|
Completed Email
|
Building Contact
|
|
Quote
|
On Quote Request
|
Quote Requested Email
|
Resource
|
|
Quote
|
On Quote Rejection/Selection
|
Quote Rejected Email
|
Resource
|
|
Quote
|
On Cancellation
|
Cancelled Email
Completed Email
|
Resource
Building Contact
|
|
PPM
|
On Assign
|
Assign Email
|
Resource
|
|
PPM
|
On Stop Job
|
Completed Email
|
Building Contact
|
Note: Quote rejection emails will only be sent if the resource has been set to Email automatic