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:
|Invite the end-user to participate in the Survey, providing a link to the webform.
|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.
|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: