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Description: In this topic you , the user will learn about message templates. Message Templates are automated messages and notifications that are sent to DCI users based on specific events or triggers in DCI. Message Templates can only be edited by a Super User.Role Required: Superuser

Permission Required: N/A

Message Templates are split into two categories, messages and notifications.

• Messages are sent to the user’s inbox in the DCI messaging module. Because messages are housed completely within DCI, they contain more detailed information than notifications. Messages will include hyperlinks to specific objects in DCI, such as a profile or a punch entry. When active, all message templates will send a message.
• Notifications are sent to a user’s email address and/or as a text message. Because notifications are sent outside of DCI, they contain limited information

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• to protect confidentiality. The user must log into DCI to view the details.

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• For a user to receive a text message notification, they must verify their mobile phone number under employee settings on their

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• profile.

*Please note: There are many different Message Template types. To view the complete list, follow the View Message Templates steps below. 

Role Required: Super User

Permission Required: N/A

View Message Templates

1. Log in to DCI with your personal profile.
2. Select Settings from the Main Menu.
3. Select Message Templates from the Submenu.
4. Use the Search functionality to find the holiday schedule you would like to view.
5. Click anywhere on the Message Template you would like to view to open the Message Template Details screen.

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1. Click Settings on the main menu
2. Click Message Templates on the submenu
3. Scroll through the list (click the Load More button at the bottom until all records have loaded) or use the filters to locate specific message templates
4. Select a message template to view the details by clicking anywhere on the row

Edit a Message Template

1. Log in to

   DCI with your

   DCI with personal profile

   .

2. Select Settings from the Main Menu.
3. Select Message Templates from the Submenu.
4. Use the Search functionality to find the holiday schedule you would like to edit.
5. Click anywhere on the Message Template you would edit to view to open the Message Template Details screen.
6. Click Actions
7. Click Edit Message Template and update the details using the following:

8. Click Settings on the main menu

9. Click Message Templates on the submenu

10. Scroll through the list (click the Load More button at the bottom until all records have loaded) or use the filters to locate a specific message template to edit

11. Select a message template by clicking anywhere on the row

12. Click Actions

13. Select Edit Message Template from the drop-down menu

14. Edit the template - part 1, Messages

    1. Message Template Type - The

Message Template Type: This is the

15. 1. event in DCI that triggers the message to be sent. This field is grayed

-

16. 1. out and cannot be edited.

    2. Message Template Subject

: This

17. 1. - Subject text will appear in the subject line

for

18. 1. of the message.

You can keep the default subject or replace the text with a subject line that you want your users to see when they receive the message or notification.

19. 1.  

    2. Message Template Body

: This is the

20. 1. - The body of the message.

Here you can type

21. 1. Enter the text that

your user

22. 1. users will see when they open

the message. Remember, these are system generated messages, so we want the body text to be appropriate for any user who triggers the event in the system. In addition to body text, the user can add Macros, which can pull in system information to be displayed in

23. 1. the message.

For example, a Macro can be used to add the employee or client's name to a message or notification.

24. 2. Macros - Macros

Macros: Message Templates Macros

25. 1. display dynamic information in the body of the message. Text wrapped in < > will display the dynamic data for that macro.

Macro buttons are located below the body text field, but will be inserted in the body text field when clicked.

26. 1.  

       1. Place the cursor in the message body where the macro should be inserted. Click the desired macro(s) to add

to the message body. The macro will appear in the message body wherever your cursor is located when you click the macro.

27. 1. 1. .

          1. Example:

28. For example:

29. 1. 1. 1. To add a name

: Enter

30. 1. 1. 1. , enter a greeting

and

31. 1. 1. 1. then click on

the <Profile Fullname> macro

32. 1. 1. 1. the <Profile Fullname> macro. The body text box would display the following

in this example

33. 1. 1. 1. :

34. 1. 1. 1. Hello

 

35. 1. 1. 1. <Profile Fullname>

Notification Type: Click the Notification Type dropdown

37. Edit the template - part 2, Notifications

    1. Notification Template Subject - Subject text will appear in the subject line of the notification.

    2. Notification Template Body - The body of the notification. Text that users will see when they open the notification. 

    3. Macros - Notifications have only one macro to select. This is the Message Details Link macro, which users will click to log in to DCI and view.

       1. Place the cursor in the message body where the macro should be inserted. Click the desired macro to add.

38. Notification Type - Select from the drop-down to choose how the user

with

39. will receive

this notification picking one of the following options:

40. the notification

    1. None

41. 1. - No notification is sent

.

42. 2. Email

43. 1. - Sends an email to the

email

44. 1. address

in

45. 1. on the

users

46. 1. user profile

.

47. 2. SMS

Users

48. 1. - Sends a text message to the number on the user profile

       1. Please note: To receive SMS text notifications, the user must verify their mobile number in their profile settings

to receive SMS text messagesSends an

49. 1. 1. .

50. Both

51. 1. All - Sends the notification via email and

a

52. 1. SMS text

to the user.

54. Message Priority

: Click the Message Priority dropdown to select Low, Normal or High priority.
1. NOTE: High priority messages display a Red Alert bar below the Main Menu on the a users profile. The user can click on the Red Alert bar to open the Message Center.
Message Recipients: This dropdown will determine the user(s)

55. - Select low, normal, or high from the drop-down

    1. High priority will display a red banner on the user's dashboard

56. Message Recipients - Select from the drop-down to determine the users who will receive the message or notification. The options are:

    1. 1. All

: Send

57. 1. 1. - Sends to all

Message Recipient types listed below,

58. 1. 1. message recipient types except for

Manual.

59. 1. 1. manual

       2. Creator

: The

60. 1. 1. - Sends to the creator of the object that triggered the message. For example, the creator of the punch entry for the

“Punch Created”

61. 1. 1. Punch Created message template.

       2. Supervisor

: Users

62. 1. 1. - Sends to users with the

Supervisor Role over the Cost Center

63. 1. 1. supervisor role for the cost center in which the event occurred

.

64. 1. 2. Manual

:

65. 1. 1. - Manually enter

in

66. 1. 1. the names of the DCI users.

Here you can enter

67. 1. 1. Enter a specific user

or multiple user, or

68. 1. 1. (s) or use the

Macros the

69. 1. 1. macros that open when Manual is selected

If Manual is selected, Macro for Recipients Macros will appear on the screen. This allows the user to select multiple recipient groups

70. 1. 1. .

          1. Click the desired macro(s) to add to the recipient group

.
The macro

72. 1. 1. 1. Macro options include the following, all of which must be in the same cost center to receive the notification or message:

1. Supervisor
2. Employer
3. Client
4. Case Worker
5. Guardian
6. Employee
73. Template Status - Select Active or Inactive from the drop-down  
74. Click Save and Yes to confirm
75. Template Status: Click the dropdown to select either Active or Inactive. Active is the default.
76. Click the Save button.
Select Yes in the confirmation alert window.

Preferred Language Message Templates

DCI has the ability to can send messages and notifications in the user's preferred language. In order to To use this feature, an instance-level setting must be enabled. Please contact your authorized DCI representative to learn more. The languages currently support supported by DCI are as follows:

• English
• Spanish
• Vietnamese
• Russian
• Mandarin
• Somali
• Arabic

Translate a Message Template to a Preferred Language

To translate a Message Templatemessage template, follow the steps to Edit.

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above to edit, clicking the blue Translate button for each language. The following fields can be translated:

• Message Template Subject
• Message Template Body
• Notification Template Subject
• Notification Template Body

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1. For example, if your program has English and Spanish speakers only, click on the blue Translate button for all the fields labeled Spanish.

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