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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. 

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1. Log in to DCI with personal profile
2. Click Settings on the main menu
3. Click Message Templates on the submenu
4. 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
5. 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 Settings on the main menu

8. Click Message Templates on the submenu

9. 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

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

11. Click Actions

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

13. Edit the template - part 1, Messages

    1. Message Template Type - The event in DCI that triggers the message to be sent. This field is grayed out and cannot be edited.

    2. Message Template Subject - Subject text will appear in the subject line of the message. 

    3. Message Template Body - The body of the message. Enter the text that users will see when they open the message.

    4. Macros - Macros display dynamic information in the body of the message. Text wrapped in < > will display the dynamic data for that macro. 

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

          1. Example: To add a name, enter a greeting then click on the <Profile Fullname> macro

    Click Edit Message Template and update the details using the following:
    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.To add a name: Enter greeting and then click on the <Profile Fullname> macro

    1. 1. 1. . The body text box would display the following

    in this example

    2. 1. 1. :

    3. 1. 1. Hello

     

    4. 1. 1. <Profile Fullname>

    1. For example:

14. 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.

15. Notification Type - Select from the drop-down to choose how the user will receive the notification

    1. None -

    2. None

    3. No notification is sent

    .

    5. Email

    6. - Sends an email to the

    email

    7. address

    in

    8. on the

    users

    9. user profile

    .

    11. SMS

    Users

    12. - 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 messages

    13. 1. .

    14. Both
    Sends an

    15. All - Sends the notification via email and

    a text to the user.
    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.

    1. SMS text

16. Message Priority - Select low, normal, or high from the drop-down

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

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

    1. 1. All - Sends to all message recipient types except for manual

       2. Creator - Sends to the

18. All: Send to all Message Recipient types listed below, except for Manual.
Creator: The

1. 1. creator of the object that triggered the message. For example, the creator of the punch entry for the

“Punch Created”

1. 1. Punch Created message template.

   2. Supervisor

: Users

1. 1. - Sends to users with the

Supervisor Role over the Cost Center

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

.

1. 2. Manual

:

1. 1. - Manually enter

in

1. 1. the names of the DCI users.

Here you can enter

1. 1. Enter a specific user

or multiple user,

1. 1. (s) or use the

Macros the

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

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

.
The macro

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

Supervisor
19. Employer
20. Client
21. Case Worker
22. Guardian
23. Employee
1. If Manual is selected, Macro for Recipients Macros will appear on the screen. This allows the user to select multiple recipient groups.
1. Message Template Type: This is the event in DCI that triggers the message to be sent. This field is grayed-out and cannot be edited.
2. Message Template Subject: This will appear in the subject line for 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.
3. Message Template Body: This is the body of the message. Here you can type the text that your user 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 the message. For example, a Macro can be used to add the employee or client's name to a message or notification.
4. Macros: Message Templates Macros 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.
5. Notification Type: Click the Notification Type dropdown to choose how the user with receive this notification picking one of the following options:
6. Message Priority: Click the Message Priority dropdown to select Low, Normal or High priority.
7. Message Recipients: This dropdown will determine the user(s) who will receive the message or notification. The options are:
8. Template Status: Click the dropdown to select either Active or Inactive. Active is the default.
24. Click the Save button.
25. Template Status - Select Active or Inactive from the drop-down  
26. Click Save and Yes to confirm
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.

1. Translatable fields: Not all fields can be translated. However, the fields that can be translated will display the field name and language, for example Message Template Subject (Arabic) followed by a blue button labeled Translate.
2. Click the blue Translate button on all fields that you would like to translate.

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