Send Email: Event Recipients

The Event Recipients sub-tab allows you to specify the roles associated with the affected record that should receive an email though the Email action.

For example, a Shop Supervisor might be designated to receive an email for a rule associated with the shut down of an asset. Or the Requester might be designated to receive an email upon generation of a work order initiated through a service request.

The options that display depend on the type of rule (event). Individually named recipients can be specified on the Recipients sub-tab.

Designate event recipients for an email:

1. Ensure the Email action is selected.

2. Click the Event Recipients sub-tab.

3. Select the check boxes for the individuals who should receive the email.

   Select as many event recipients as needed. Be sure that the recipient is a logical choice for the event associated with the rule. For example, a rule based on a Purchase Order event should not be tied to Assigned Labor.

4. Access the other Send Email tabs and make changes as needed: Settings, Recipients, Message Content, and Attachments.

5. Click Save.