Adding person groups as communication template recipients

When you create a communication template, you can use person groups as a recipient. You can add one or more person groups. You can also add more than one category of recipient such as email addresses, persons, or roles.

About this task

The email communication is sent to the first available person according to the calendar and shift. If no one is available, the email communication is sent to the default person in the person group.

Procedure

  1. In the Communication Templates application, open or create a communication template.
  2. On the Recipient tab, click Show Table to expand the Person table window.
  3. Click Select Groups to add multiple recipients. In the Select Person Groups window, choose the groups that you want to add and click OK. For each person in the person group, you can select any of the following options:
    • To - the person receives the email communication directly.
    • cc - the person is copied on the email communication.
    • bcc - the person is blind copied on the email communication.
  4. Optional: If you do not want the communication sent to every person in the group, clear the Broadcast check box.
  5. Save your changes.