Operations Emails - Scheduling an Email

1. Navigate to "System"

   In order to schedule an email, navigate to "System" section in the operations portal.

   

2. Click "Emails"

   Then, click "Emails". In order to access and update “Emails” you will need to be set up as an “administrator” or “superuser” or have the roles of: “emailView” and “emailEdit”.

   

3. Click the "Compose" icon

   Create a new email by clicking the "Compose" icon.

   

4. Create the email in the template

   Fill in all the needed fields to create the email you would like to send.

   

5. Click the "Schedule send" icon

   Click the "Schedule send" icon to open the scheduling options.

   

6. Click "Choose a Date" field

   Click "Choose a Date" field to select the date.

   

7. Select the date

   Select the date you would like the email to be sent.

   

8. Click "Select a time" field

   Next, click the "Select a time" field.

   

9. Select the time

   Select the desired time, and either am or pm.

   

10. Click "Schedule send"

    Click the "Schedule Send' icon to schedule that email to be sent out at that date and time.

    

11. Success message will appear

    Success message will appear when the email has been scheduled. The time stamp will be in UTC format.

    

12. The email will appear at the top and the sent column will be blank until it is sent out at the scheduled time

    Once you refresh the grid, the email you created will appear at the top of the grid. The "Sent" column will be blank until it is sent out at the scheduled time.