ManagementStudio provides the ability for project administrators to collect additional information directly from end-users via a type of web form provided by Surveys. For example, an application owner might use a survey to populate information about an application's licensing details on behalf of the project. Since most of the users will not have a login account for ManagementStudio, end-users are notified via email and are provided with a link to the webform.
Although the examples in this document refer to the Application module, Test Sign-Off emails are available to the following modules: Applications, Users, Devices, Mailboxes, Bespoke, Deployment Units, and Defects.
TABLE OF CONTENTS
- Email Templates
- Creating Content
- Further Support
Accessing the Email Templates
The email templates are located within the Survey sections of the supported modules. For example, to access the email templates for the Applications module:
- Open the Administration section by clicking the icon in the bottom left corner (1).
- Select Applications from the menu and choose Surveys (2) from the Surveys, Sign-Offs & Self Schedule section.
- Select the appropriate Survey from the dropdown menu (1) or create a New Survey (2)
- Click Emails from the tabs on the left (3)
Surveys contain three email templates that are used at different stages of the process:
|Request Email||Invite the end-user to participate in the Survey, providing a link to the webform.|
|Reminder Email||Remind the end-user that their participation is required. |
By default, this is automatically issued after 14 days. The waiting period is adjusted under Settings > Email for the Test Sign-Off.
|Confirmation Email||Confirm that the user's input has been received by ManagementStudio.|
Each template provides the content that is used for the email body. As this is common to Surveys and Test Sign-Offs, the process of adding content is discussed at:
Email Template Wrappers
All emails sent from ManagementStudio are based on a global wrapper that is responsible for creating the presentation of the email, including style, layout, header and footer. The body - or main content - of an email is injected into the wrapper at the time of sending.
More information about modifying the wrapper is available at: