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Edit a Message Template

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 edit.
5. Click Settings on the main menu
6. Click Message Templates on the submenu
7. 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
8. Select a message template by clicking anywhere on the rowClick anywhere on the Message Template you would edit to view to open the Message Template Details screen.
9. Click Actions
10. Click Select Edit Message Template from the drop-down menuand update the details using the following:
    1. Click the desired macro(s) to add to the message body. The macro When the macro is clicked, it will appear in the message body wherever your where the cursor is located when you click the macro.
       1. Example: To add a name: Enter , enter a greeting and then click on the <Profile Fullname> macro. The body text box would display the following in this example:
       1. Hello <Profile Fullname>
    1. For example:
    1. None
    1. No notification is sent.
    2. Email
    1. Sends an email to the email address in the users profile.
    3. SMS
    1. Users must verify their mobile number in their profile settings to receive SMS text messages.
    4. Both
    1. Sends an 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. All: Send to all Message Recipient types listed below, except for Manual.
    2. Creator: The creator of the object that triggered the message. For example, the creator of the punch entry for the “Punch Created” message template.
    3. Supervisor: Users with the Supervisor Role over the Cost Center in which the event occurred.
    4. Manual: Manually enter in the names of the DCI users. Here you can enter a specific user or multiple user, or use the Macros the open when Manual is selected
       1. Click the desired macro(s) to add to the recipient group.
       2. The 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
       3. If Manual is selected, Macro for Recipients Macros will appear on the screen. This allows the user to select multiple recipient groups.
    5. 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.
    6. 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.
    7. 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.
    8. 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.
    9. Notification Type: Click the Notification Type dropdown to choose how the user with receive this notification picking one of the following options:
    10. Message Priority: Click the Message Priority dropdown to select Low, Normal or High priority.
    11. Message Recipients: This dropdown will determine the user(s) who will receive the message or notification. The options are:
    12. Template Status: Click the dropdown to select either Active or Inactive. Active is the default.
11. Click the Save button.
12. Select Yes in the confirmation alert window.

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