Note: This article covers only AlertTraveler® permissions and settings within the Terra Dotta Software site. You can view all AlertTraveler related articles and videos AlertTraveler®: Overview.
AlertTraveler®: Check-in and Reminder Templates
Sending check in requests and reminders is even easier with the new Templates functionality! Create templates for all your office’s needs, allowing for more quicker, more consistent communication when your travelers are impacted by alerts.
Admins can create and access all templates under AlertTraveler® > Templates. This page shows all templates avail for use with Check-Ins. Clicking the ‘Check-In Reminders’ button will allow you to see all templates available for use when sending a check-in reminder.
Click ‘New Template’ on the desired view to create a new template for that purpose. The pop up screen will allow you to name the template, add a description and include a message for the body of the check-in as well as a message for corresponding SMS check-ins.
Once the content is ready, click ‘Create’ and the template will be saved.
Templates are available in both the web portal and the admin app. On the Check-In request creation page, at the top is a ‘Template’ drop down with all available templates showing.
Simply select the template.
Then edit the details as necessary and click ‘Create Request’.
If you wish to choose a different template, you can do so and the configuration options will automatically update.
Click ‘Clear Template’ to go back to the blank configuration option. ;