When creating a Template on the application, it is necessary to capture the following information:
Title
Allows you to give the Template a title.
Allows you to define what Profile Type this Template will be used for.
You can choose from any of the following options:
§ Common: Selecting Common allows you to send this Template to all Profile Types on the system (Carers, Clients, Staff).
§ Carer: Selecting Carer allows you to send this Template to Carers only.
§ Client: Selecting Client allows you to send this Template to Clients only.
§ Staff: Selecting Staff allows you to send this Template to Staff only.
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Please Note à The option selected in the Template For field will define the Bookmarks that will be available to you when drafting the Template. For a full explanation of Bookmarks, please refer to the Bookmarks section of this document. |
Template Type
Once you have defined who the Template should be used for, you will need to specify what type of Template it should be. You can choose from the following types:
§ Email Template
§ SMS Template
§ Letter Template
If you select SMS, an indicator will appear at the bottom of the screen to tell you how many messages will be sent in order to accommodate all of the text into a single SMS (this is because each SMS has a pre-established character limit). You can also see how many characters are left in each SMS.
