Adding a New Update Template

The Administrator may add New Update Templates to the system by :

Select the Administrator Menu.
Select the Manage Update Templates Menu Item. This will open the Update Templates screen.
Select the Add Button. This will open the New Template screen.
Enter a Name for the Template
Select the Update Type this Template is to be.
Select the Status for the call this update should return.
If the Update Type is an email, then the To:,Cc: and Bcc: fields should also be filled in as required.
Enter the Subject for the template.
Enter the main body details for the Call Update.
If the Update Type is an email, then select the Signature Type you wish to use.
Select the Add Comments to Notes Checkbox if required.
If the Status is Closed, then select the "Send Closed Confirmation Checkbox if you require a Closed Confirmation email to be sent.
From the File menu select Save to Save the new Press the OK button to Save this Update Template.

Sample text for the main body of an update template may be as follows, in the case where an email is being sent as part of an implementation of versaSRS being used by a HR department in hiring processes :

<center>NEW - FIRST DAY NOTIFICATION <TABLE class="default" borderColor=#000000 width="80%" border=1> <TBODY> <TR><TD>EMPLOYEE NAME :</TD><TD>[...]</TD></TR> <TR><TD>EMPLOYEE NUMBER :</TD><TD>[...]</TD></TR> <TR><TD>POSITION TITLE :</TD><TD>[...]</TD></TR> <TR><TD>SUPERVISOR :</TD><TD>[...]</TD></TR> <TR><TD>COMMENCEMENT DATE :</TD><TD>[...]</TD></TR> <TR><TD>SPOUSE :</TD><TD>[NAME]</TD></TR> <TR><TD>DEPENDANT CHILDREN :</TD><TD>[NAMES/AGES]</TD></TR> </TBODY></TABLE> </center> Hello, The above new employee information is provided for your use. Please ensure the employees temporary and permanent accommodation, transportation, clothing issues, PC Logins, medical records, workstation and induction arrangements are made as necessary. [SUPERVISOR] PLEASE CONFIRM WITH ME VIA RETURN EMAIL that you will be responsible for [EMPLOYEE] and [HIS/HER] family to be collected from the airport on [DATE OF ARRIVAL]. If you have any further queries please contact either me on XXXX YYYY ZZZZ. Kind regards, 
This would result in the Details field being populated with the following text, where the Red font indicates the versaSRS User is expected to complete these fields:

NEW - FIRST DAY NOTIFICATION

EMPLOYEE NAME :	[...]
EMPLOYEE NUMBER :	[...]
POSITION TITLE :	[...]
SUPERVISOR :	[...]
COMMENCEMENT DATE :	[...]
SPOUSE :	[NAME]
DEPENDANT CHILDREN :	[NAMES/AGES]

Hello,

The above new employee information is provided for your use. Please ensure the employees temporary and permanent accommodation, transportation, clothing issues, PC Logins, medical records, workstation and induction arrangements are made as necessary.

[SUPERVISOR] PLEASE CONFIRM WITH ME VIA RETURN EMAIL that you will be responsible for [EMPLOYEE] and [HIS/HER] family to be collected from the airport on [DATE OF ARRIVAL].

If you have any further queries please contact either me on XXXX YYYY ZZZZ.

Kind regards,