Manage email notifications

There are two ways to send email notifications to TrackMy users. You can set up automatic emails for account management, compliance, and fit testing tasks. Additionally, you can create custom templates for sending one-time messages to users.

Automatic email notifications

Automatic notifications include alerts for account management, compliance, and fit testing. Some automatic emails are sent to scheduled users once a day.

To set up an automatic email notification:

1. In your TrackMy admin/clinical portal, click the Notifications tile:

2. To edit an email, click View.

3. Click Load Default Content to use a template:

4. Edit the content if needed.

5. Enter the subject line.

6. Turn on the Enabled toggle switch to turn on the email notification. Or leave it off to save as a draft.

7. Click Save.

Custom email communications

Custom communications are templates for sending one-time emails to users on TrackMy. Custom communications are immediately sent to users.

Create custom communications

To create a custom communication template:

1. In your TrackMy admin/clinical portal, click the Administration tile:

2. Go to Configuration and click Manage for Custom Communications:

3. Click Create New Communication:
   

4. Enter the template name.

5. Select the template type.

6. Enter the email subject and content.

7. Click Save.

Edit a custom communication template

1. In Administration, go to Configuration and click Manage for Custom Communications.

2. Click View for the template.

3. Make the edits in the template editor.

4. Click Save.

Delete a custom communication template

Click Delete in the template editor.

Example

To create a template that asks for more information for an accommodation request:

1. Follow the above instructions to go to Custom Communications Management.

2. Click Create New Communication.

3. Select Accommodations and Declinations as the Template Type.

4. Enter Template Name and Subject Line.

5. Enter template content and save.

The template will be available to clinical users when sending an email to a participant regarding their accommodation request.

To send a custom communication to a participant while reviewing their Medical Accommodation:

1. In the Medical Accommodations Review Queue, open the participant’s accommodation case.

2. Click Send Communication.

3. Select the template to use.

4. Edit the template content as needed and send.