This functionality enables users to communicate with other users or with Clients via e-mail. Typically this is the Back-Office communicating with the member.
To create an e-mail for a service request, highlight the service request on the JU7AB Work Management List screen and select Communicate from the sub-menu on the left.
The Communication Page screen will be displayed.
Capture data as follows:
|
Scheme Code |
The system will display the scheme code of the SR for which the e-mail is being sent. |
|
Member Reference |
Where the SR selected has a member reference number, this will be displayed in this field. E.g. Exits / Withdrawals, EFT Rejection, etc. |
|
Type of Communication |
The method of communication to be used.
Select E-Mail or SMS from the drop-down list.
Note: The Templates listed for selection under Standard Message Templates will differ depending on the type of communication selected. |
|
Enter Email Address |
The email address of the recipient.
Capture an e-mail address if no e-mail address is displayed.
Note: The Enter Email Address field is displayed when E-mail is selected from the drop-down list in the Type of Communication field.
Where the SR selected is for a member, then if the member’s e-mail address is stored on the Client Address Detail, it will be displayed in this field. The member’s e-mail address can be overridden and a different address can be captured. |
|
Enter Cellular Number |
The cellular number of the recipient.
Capture an cellular number if no cellular number is displayed.
Note: The Enter Cellular Number field is displayed when SMS is selected from the drop-down list in the Type of Communication field.
Where the SR selected is for a member, then if the member’s cellular number is stored on the Client Address Detail, it will be displayed in this field. The member’s cellular number can be overridden and a different cellular number can be captured.
Note: The system will read for a Cost Centre Value on Scheme Parameter EMDSCOSTCENTRE. If no Cost Centre is found, only the E-Mail Communication Type will be displayed. |
|
Subject |
The Subject of the email message.
The system will automatically display the appropriate subject when a Template is selected from the Standard Message Template list.
The subject displayed can be overridden and a different subject can be captured. |
|
Enter Email Address |
The e-mail address of the recipient. |
|
Subject |
The Subject of the e-mail message. |
|
Standard Message Templates |
Select the appropriate message template from the list.
Note: When the message template has been selected, pre-defined text will be displayed in the Message field.
The Templates listed for selection will differ depending on the selection made for Type of Communication |
|
Message |
The text of the e-mail message.
Note: The contents of the message is determined by the selection made in the Standard Message Templates field. |
|
Subject |
A custom subject for the message that replaces the subject set by the template. |
|
Message |
A custom message that replaces the pre-defined message text set by the template. |
E-mail Example
Contents of the e-mail message:
Good day
Please note that we have validated your submission and kindly request that you address the following:
1. Notification of member instruction is incomplete
2. Employer's notification of withdrawal is incomplete
3. A copy of the ID is not included
4. A copy of a recent bank statement is not included
Please provide us with the outstanding information as soon as possible so that we can proceed with processing.
Kind regards
Umbrella Administration Department
Click SUBMIT.
The following message will be displayed on the screen to confirm that the contents of the e-mail have successfully been sent:
The e-mail will be received by the recipient.
