Often Health and Safety teams will need to communicate to different stakeholders via email. To easily track all sent and received emails for auditing purposes, emails can be sent directly from the Health and Safety Incident Record.
Out of the box, Health and Safety has been configured to allow Health and Safety teams the ability to send emails directly from the workspace. Email composer will appear within the activity stream of the Health and Safety Incident record if the Email Client has been enabled. The steps below will guide you through how to set up the Email Client for Health and Safety Incident Management.
Note: For more information on Email Client please refer to the docs page.
How to Enable the Email Client for the Health and Safety Incident Table [sn_ohs_im_incident]
- Log in as the admin
- Select All and navigate to Health and Safety Incident table [sn_ohs_im_incident]
- Select and open any Health and Safety Incident record
- On the form, click the menu icon (Menu icon) and then click Configure > Dictionary.
- On the Dictionary Entries list, open the record with no entry for column name and the type is Collection
6. On the form, in the Related Links section, click Advanced view.
In the Attributes field, enter email_client=true
7. If there are other values in the field, separate the attribute with a comma.
8. Click Update.
9. Validate by navigating to the Health and Safety Workspace > Incident Management> Open any Health and Safety Incident Record
10. Select activity. Under compose select more> email
This will create an email directly within the compose section of the activity stream
11. Email can also be created from the … button. When compose email is selected will new email draft record will open.
