Emailing a Form to a manager

Manager User Email setup

Before using the Email to Manager feature make sure that the Manager user has a valid email address, Area access and Site access assigned. In the System admin page use the Users: Manager [1] to single out Manager users in the Users list and select the desired User [2].

Email_setup_select_user.jpg

In the Edit User window go to the Info tab [3] and confirm the Email address [4] is valid and the Site field [5] is left blank.

Email_setup_Edit_User_window.jpg

In the Admin tab [6] make sure both the Available [7] and Emails [8] check boxes for the Manager’s Area are ticked.

NOTE  If the Emails checkbox is unchecked the Manager will not receive any Email notifications.

In the Sites tab [9] make sure the Manager’s Site/s [10] are selected using the checkboxes then if any changes have been made click Save [11].

Setting a Form to be automatically sent to managers

Go to Design > open a Forms Folder [1] in the left menu > either select a Form [2] from the table or click Add Form [3]

Send_Eamil_to_Manager_Add_Form.jpg

In the Edit/Add Form window set the Style drop down [4] to Email to Manager, this will reveal the Email Cc field [5] where you can enter additional email addresses that the Form report will be sent to.

Send_Eamil_to_Manager_Edit_Form.jpg

NOTE  When adding email addresses to the Email Cc field separate each email address with a semi-colon.

Click Save [6] when you have finished.

Missing Manager emails

When sending out a Form, school administrators will receive an email advising which site cannot be emailed due to missing manager email addresses.

The e-mail will say the following:

Dear Admin,

Form cannot be emailed. The system is not able to find a manager with an email address allocated to site.

Regards,

Cypad Support

NOTE  If no Admin account, with an email is setup, a support request email is automatically sent to the CYPAD Support team.

Email Opt-Out

Managers who do not want to receive automated emails e.g. Forms can opt-of receiving them.

Go to System > Users > select a User [1] > Admin tab

Email_OptOut_Manager.jpg

When the user ticks a checkbox in the Available column [2], the Email column [3] for that Area is ticked automatically. Manually un-tick the Emails column tick box to exclude the user from any email communications related to that Area.