Within SCView there is a Workflow Summary email that is sent out on a fixed schedule to any approver that has items to approve. It is important to understand this email will only go out if the following criteria are met:
- The user is an approver for the queue
- There is a Summary Schedule set for the Workflow
- There are items requiring approval when the email is generated
If any of these items are not true and email will not go to the approver.
To verify the user is an approver, please see Add Approver to Queue guide.
To set the Summary schedule follow these steps:
- Login to SCView
- Navigate to Admin > Workflows
- Select the Workflow you would like to add to the Workflow Summary emails
- Click Edit Workflow
- Select the times you would like emails to be sent in the Summary Schedule section
- Click Save
Modifying the Email
You have the ability to modify the logo and color of the Workflow Summary emails to better match your district. You will find these options under Admin > Site Settings > General.
You can enter the following information under Organization:
- Name: The name you would like to show on the emails
- Primary Phone: Your Primary Phone Number
- Primary Website: The URL for your website
Under the Email Template section you have the following options:
- CSS Block: This allows you to enter custom CSS code into the email
- Highlight Color: The color used in your emails. You can generate a color code here
- You will enter the # of the color you would like to use, ex: #459C42
- Logo Page ID: This will replace the SCView Logo with your own.
- The logo should be 150px by 150px
- Please provide the logo to support@scview.com so they can upload the image and retrieve the Page ID