In order for CARL Source agents to be informed immediately about events concerning them, CARL Source automatically sends electronic messages when actions are taken:

• Creation or change of status of an element,
• Value reached by a reading point,
• Value reached by an indicator,
• Error in the execution of an automatic job.

Some actions are already configured for email sending, for example:

• When a Work request (WR) is created or transferred, the addressee receives an email,
• The issuer of a WR or a purchase request is warned of status changes to their request,
• A reading point has reached a critical value,
• An order is issued and the order form is sent to the supplier electronically.

You can also define your own message triggering events; see Configuration of message templates.

In the message template, you define the subject and body of the message that will be sent in each particular case. You can use dynamic expressions to incorporate context-specific information into the subject or body of the message. For example:

• The code and symptom of the WR,
• The planned start date of the work order; see Dynamic message.

The message addressees can be deduced from the message sending context.

See Management of message templates and Examples of message templates.

Message template statuses

Status management makes it possible to disable the assignment of message templates to transitions either temporarily or permanently.

This function is not currently available. In order for the message not to be sent, clear the list of addressees.

• Active: The message template is currently valid.
• Inactive: The message template cannot be assigned to a workflow.
• Canceled: The message template will never again be used. This status is irreversible.

To change the status of a template, see Changing the status of an element.

Accessing the list of message templates

1. In the [System] module, select the [Message templates] function.
   → The list of message templates is displayed.
   
2. If desired, select the [Criteria] tab, enter the search criteria and click the [Results] tab.
   → The list of message templates corresponding to the criteria is displayed.
   
3. Click on the message template to be changed or directly create a new message template by clicking on the add icon .
   → The message template detail form is displayed; see Message template [General].