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You can view or modify the Notification Templates for the various modules of the SummitAI application. The Analysts use these Notification Templates to send various types of e-mail communication to the End Users. The Notification Templates ensure that e-mails are sent to the End Users in a particular format and no information is missed out. This also saves the Analysts' time in typing in the e-mail communications.

To configure Notification Templates:

  1. Select Admin > Advanced > Notifications > Notification Template.
  2. On the NOTIFICATION TEMPLATE page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and specify the new Notification Template details. For more information about the fields on the NOTIFICATION TEMPLATE page, see Field Description.

     NOTIFICATION TEMPLATE
    Figure: NOTIFICATION TEMPLATE

4. Click SUBMIT. A new Notification Template is configured.

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the NOTIFICATION TEMPLATE page:

  • Problem Management Module : The keyword PROBLEMID will be displayed by default in the Subject field for all Out of the Box (OOB) Notification templates. The keyword can be edited or deleted. PROBLEMID keyword is mandatory to trigger a notification. 
  • Work Order Module : The keyword CALLID will be displayed by default in the Subject field for all Out of the Box (OOB) Notification templates. The keyword can be edited or deleted. CALLID keyword is mandatory to trigger a notification. 
  • Release Management Module : The keyword RELEASEID will be displayed by default in the Subject field for all Out

    of

    the Box (OOB) Notification templates. The keyword can be edited or deleted. CALLID keyword is mandatory to trigger a notification. 

    You can edit the keyword or the content. Keywords should always be specified between two asterisks *. 

    For Example: *CALLER*

    The content will be displayed as subject line in the triggered e-mail. Also, the same subject will be displayed under Communication History tab under ACTIONS panel for system generated e-mails for the respective module.

    The Template Name will be same as Subject field value. or The Subject will be same as Template Name field value.

    As shown in the following screenshot, Template Name is specified as Approve Release Record. Hence

    the

    default Subject field value is also displayed as Approve Release Record.If an appropriate Subject is not specified then the

    e-mail

    notification will not be triggered

    .

    << For Example >> Note:

    Fields

    Description

    DETAILS

    Module Name

    Select the module name from the list.

    Template Type

    Displays the template type for the Incident Management and Service Request modules.

    Group

    Lists the configured groups for a particular Tenant. Select the appropriate group from the drop-down list.

    Template Name

    Type in the Notification Template name.

    Language

    Select a language in which you want to create the notification template. If the same notification template is already available in the selected language, then that template is updated else a new template is created.

    Note: The static fields (Module Name, Template Type, Template Name, and Group) and predefined *keywords* cannot be converted into the other language. The default language for these elements is English.

    Subject

    Specify the subject

    of the e-mail. The Subject field is displayed for Problem Management, Work Order and Release Management also, along with already existing modules such as Incident Management, Service Request, Change Managementand so on.

    The Subject field will be displayed with default keywords and content.

    Expand
    titleExample - Default Keywords
    Expand
    titleExample
    Expand
    titleExample
    Note
    title

    Enable for Push Notification

    • If selected, this Notification Template is included in the push notifications.

    Show HTML/ Show Editor

    • Click Show HTML to view the mail template in HTML format. If Editor view is selected, Show HTML option is available.
    • Click Show Editor to view the mail template in the Editor. If HTML view is selected, Show Editor option is available.

    Anchor
    Keywords
    Keywords
    Keywords

    Click the Keyword hyperlink to view the list of configured keywords that are used to create the mail template. See Screen Shot On the KEYWORDS pop up page, the following fields are displayed:

    KEYWORDS pop-up page
    Figure: KEYWORDS pop-up page

    • Phrase: It lists the HTML tags that are used to replace and customize the pre-defined e-mail template.
    • Description: It is the description for the phrases.

    Bold icon

    Click the icon to bold the text.

    Italics

    Click the icon to change the text to italics.

    Underline

    Click the icon to underline the text.

    Left Align

    Click the icon to align the text to left.

    Center Align

    Click the icon to align the text to center.

    Right Align

    Click the icon to align the text to right.

    Insert Ordered List

    Click the icon to insert numbering format to the text.

    Insert Unordered List

    Click the icon to insert bullet format to the text.

    Font Size

    Select the font size for the text from the list.

    Font Family

    Select the font family for the text from the list.

    Add Link

    Click the icon to add hyperlink.

    Remove Link

    Click the icon to remove the hyperlink.

    Change Text Color

    Click the icon to select a color to the font.

    ASSET MANAGEMENT E-MAIL TEMPLATE DETAILS

    The following table describes the e-mail notification templates used for various purposes in the Asset Management module.

    Template Name

    Description

    Group

    SAM_UNINSTALLATION_ALERT

    This e-mail notification is sent to the Administrator if an End User uninstalled or tried to uninstall the SAM agent.

    AGENT

    AM_AGENT_ALERT

    This e-mail notification is sent to the Administrator if an Asset is neither contacted nor discovered for more than the configured number of days.

    AGENT

    Uninstalled_SW_Mail

    This e-mail notification is sent to the Administrator about the list of uninstalled software and their details.

    AGENT

    AM_ACCESORIES_ALLOCATION

    This e-mail notification is send to the End User when Accessories are allocated to the Fixed Assets.

    ALLOCATION

    AM_ACCESSORIES_DEALLOCATION

    This e-mail notification is sent to the End User when Accessories are deallocated from the Fixed Assets.

    ALLOCATION

    AM_AlertAllocated

    This e-mail notification is sent to the End Users when Fixed Assets are allocated to them.

    ALLOCATION

    AM_ALLOCATEDASSETFORACCEPT

    This e-mail notification is sent to the End User to accept the allocated Asset(s).

    ALLOCATION

    AM_ALLOCATION

    This e-mail notifies the End User that an Asset is allocated to him and requests him to accept or reject the Asset.

    ALLOCATION

    AM_ALLOCATIONFORM

    This e-mail template allows the Asset Manager to print the Asset Allocation Form that contains details about the allocated Assets and instructs the End User to sign and submit it.

    ALLOCATION

    AM_ASSET_MANAGER_REFERBACK

    The Asset Manager sends this e-mail notification to the End User when Asset Reconciliation configuration is  required again for verification.

    ALLOCATION

    AM_ASSET_TEMPALLOCATION

    This e-mail notifies the End User that an Asset is allocated to him and has to be returned after a specified number of days.

    ALLOCATION

    AM_CONSUMABLE_ALLOCATION

    This e-mail notifies the End User that a Consumable Asset is allocated to him.

    ALLOCATION

    AM_CONSUMABLE_DEALLOCATION

    This e-mail notifies the End User that a Consumable Asset is deallocated from him.

    ALLOCATION

    AM_CUSTOMERALLOCATION

    This e-mail notifies the Customer stating that an Asset is allocated to an End User.

    ALLOCATION

    AM_CUSTOMERDEALLOCATION

    This e-mail notification is sent to the Customer stating that an Asset is deallocated from an End User.

    ALLOCATION

    AM_DEALLOCATION

    This e-mail notification is sent to the End User stating that an Asset is deallocated from him.

    ALLOCATION

    AM_LOCATIONALLOCATION

    This e-mail notification is sent to the End User stating that an Asset is allocated to a Location and contains the Asset Location details.

    ALLOCATION

    AM_LOCATIONDEALLOCATION

    The e-mail notifies the user that an Asset is deallocated from the user and it contains the Asset Location details.

    ALLOCATION

    AM_NF_THRESHOLD

    The e-mail notification is sent to the Administrator if the Available Asset Quantity is less that than the Minimum Threshold Value for Non-Fixed Assets.

    ALLOCATION

    AM_NF_THRESHOLDMAX

    The e-mail notification is sent to the Administrator if the Available Asset Quantity is more than the Maximum Threshold Value for Non-Fixed Assets.

    ALLOCATION

    AM_PROJECTALLOCATION

    The e-mail notifies the user when an Asset is allocated to a Tenant and the user is selected.

    ALLOCATION

    AM_PROJECTDEALLOCATION

    The e-mail notifies the user if an Asset is deallocated from a Tenant and the specific user was selected when the Asset was allocated.

    ALLOCATION

    AM_SINGLEASSETALLOCATIONFORM

    This allows admin to print asset allocation form to the user during allocation.

    ALLOCATION

    AM_THRESHOLDMAX

    This e-mail notification is sent when the Available Asset Quantity is more than the Maximum Threshold Value.

    ALLOCATION

    AM_UPDATEPROJECT

    The e-mail is sent to the user when the Administrator updates the project allocated assets.

    ALLOCATION

    AM_MailToFinalApprover

    This e-mail notification is sent to the Approver stating that an Asset is de-activated, all the level-wise approvals are done, and the final approval is pending. The Approver has to approve or reject the Asset de-activate request.

    DEACTIVATION

    IM_REMOTE_REQUEST

    This e-mail notification is sent to the End User requesting for Remote Desktop Sharing.

    General

    IM_REMOTE_REQUEST_WITH_SECURITY_CODE

    This e-mail notification is sent to the End User with Security Code for Remote Desktop Sharing.

    General

    AM_DeActivateMailToApprover.htm

    The e-mail notifies the Approver that an Asset is deactivated, and also contains a link clicking on which the Approver can approve or reject the request.

    DEACTIVATION

    AM_Movement_Approval

    The e-mail that contains the movement details, notifies the Approver to approve the Asset movement, and also contains a link clicking on which the Approver can approve or reject the movement.

    MOVEMENT

    AM_Movement_FinalApproved

    This e-mail notification is sent to the Asset Movement Approver after the Asset Movement is approved along with the final approval details.

    MOVEMENT

    AM_Movement_InitiatorMail

    This e-mail notification is sent from the final level Approver to the Initiator that all the levels of the movement are approved.

    MOVEMENT

    AM_Movement_Rejected

    This e-mail notification is sent to the Asset Movement Approver containing details about the Asset Movement that the Approver rejected and also contains a link clicking on which the Approver can approve or reject the Asset Movement.

    MOVEMENT

    AM_MovementType_Reject

    This e-mail notification is sent from the Approver to the Initiator that the Movement request is rejected.

    MOVEMENT

    AM_AssetMovementGatePass

    Approval details, Approver remarks, and the basic Asset details are printed on the Gate Pass mail template.

    MOVEMENT

    AM_Movement_Returnable

    The e-mail notifies the Administrator in advance when an Asset is ready to be returned.

    MOVEMENT

    AM_Alert_MGR_Verification

    This e-mail notifies the End user that the Asset Manager's approval is required for the Reconciliation of a particular Asset and provides a link, where the user can accept or refer back the Asset.

    RECONCILIATION

    AM_Asset_Executive_Mail

    This e-mail notifies the Administrator that an Asset is reconciled and provides a link to view the Reconciliation Report.

    RECONCILIATION

    AM_ASSET_MANAGER_VERIFICATION

    This e-mail notifies the Asset Manager that an approval is required for Asset Reconciliation.

    RECONCILIATION

    AM_ASSET_RECONCILIATION

    This e-mail notifies the End User that an Asset is allocated to him after Reconciliation and requests him to accept or reject the new configuration.

    RECONCILIATION

    AM_DATA_SYNC_MAIL

    The e-mail notifies the configured Administrator about the SCCM Data Synchronization process and provides the error details.

    SCCM

    AM_AlertSoftwareLicenseUtil

    This e-mail notification is sent to the Administrator containing License Utilization Status details of Software Assets.

    SOFTWARE

    AM_BLOCKED_APP_ALERT

    This e-mail notification is sent to the End User when he tries to execute or run Blocked Software.

    SOFTWARE

    AM_Software_Installation_Re-Certification_Alert

    This e-mail notification is sent to End User when an Asset is allocated to him after Recertification.

    SOFTWARE

    AM_SW_BLACKLIST

    This e-mail notification is sent to the Administrator if an End User installs a Blacklisted Software.

    SOFTWARE

    Installed_SW_Mail

    This e-mail notification is sent to the End User containing the installed software list and their details.

    SOFTWARE

    AM_SCAN_LAST_UPDATED_ALERT

    This e-mail notifies the Administrator if an Asset is not updated for more than the configured number of days.

    UPDATE

    AM_UPDATE_ASSET

    This e-mail notification is sent to the End User if the Asset allocated to him is updated.

    UPDATE

    AM_UPDATECUSTOMER

    This e-mail notification is sent to the Customer if an Asset is updated.

    UPDATE

    AM_UPDATELOCATION

    This e-mail notification is sent to the user if an Asset is updated and contains the updated Location information.

    UPDATE

    AM_CONTRACT_MGMT

    This e-mail notification is sent to the user containing the Contract  details before the Assets expire.

    Contract Management

    Note
    titleNote:

     Additional Keywords are added to the Asset Final Approved template. To view the keyword, click More. The selected Keyword values are added to the notification e-mail post the movement approval is approved the last approver.

    ACTIONS

    This section explains all the icons displayed on the ACTIONS panel of the NOTIFICATION TEMPLATE page.

    Expand
    titleCONFIGURE GROUPS

    Click CONFIGURE GROUPS to view, configure, and edit the Groups for a particular Tenant. The CONFIGURE GROUPS pop-up page is displayed.

    CONFIGURE GROUPS pop-up page
    Figure: CONFIGURE GROUPS pop-up page

    To configure a new Group, click the ADD Plus icon. Type in the new Group name in the Group Name field, select the Active check box if the Group is active, and then click SUBMIT.CONFIGURE GROUPS page - Configuring New Group
    Figure: CONFIGURE GROUPS page - Configuring New Group

    To view the inactive Groups, select the Include Inactive check box. To edit a Group, click the respective Group Name. Make appropriate changes and click SUBMIT.

    Expand
    titleSHOW LIST

    Click SHOW LIST to display the Notification Templates configured in the SummitAI application for the selected Tenant.


    Figure:  NOTIFICATION TEMPLATE page: List of Mail Templates

    To search for a specific notification Template, type in the required text in the search box. To preview the notification templates, click the searchicon in the Preview column. The Notification Template pop-up page is displayed.

    Notification Template pop-up page
    Figure: Notification Template pop-up page.

    To edit a Notification Template, click the Template Name. Make appropriate changes and click SUBMIT.

    Note
    titleNote:

    When the Notification Templates are displayed under the GENERAL and COMMUNICATION tabs, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Notification Template.
    The COMMUNICATION tab is displayed only if you select Incident Management or Service Request  or Problem Management module.

    Expand
    titleFilters

    On the FILTERS pop-up page, select a language from the list and then click SUBMIT. A list of e-mail notification templates configured in the selected language is displayed. The default selection is English.

    FILTERS Pop-up page
    Figure: FILTERS Pop-up page



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