Using a Staff Template

You can use a template to quickly send a user-generated alert to other staff members.

1. In the panel that displays the list of conversations, click the New icon.
   
2. From the pop-up menu that appears, select New Staff Template.

   

   The Start A Template panel appears.

   

   Each template that is available to you displays a TO: field that lists the group that will receive the user-generated alert generated from this template.

3. In the list of templates available to you, click the template that you want to use.
4. Some templates require you to specify the recipients of the user-generated alert generated from the template:

   • If Select A Group is listed in the TO: field for the template, select the group that is to receive the user-generated alert generated from this template.

     

   • If the template requires you to select the recipient of the user-generated alert generated from the template, a screen appears that displays your favorites and your department if it has been configured to appear.

     

     From this screen, you can:

     • Click a person's name to specify this person as the recipient.
     • Type text in the Search field to display all people and groups whose name contains the text.
     • Click a group name to display the members of the group, and then click a member to specify this person as a recipient.

     • When the members of a group are displayed, tap the group header to specify that the entire group is the recipient.

5. If the template includes fields to be filled in (for example, the time and location of a staff meeting), in the screen that appears, fill in the fields to complete the template.

   

   The text displayed in the fields indicates what you need to type in.

6. If the template contains text that can be edited, click in the text field. Edit the text as needed, or type the new text that you want to include.

   

7. Click Send to send the user-generated alert that you have built from the template.