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Sending Workflow Emails to Internal Staff and External Recipients

2/1/2018

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We recently rolled out an enhancement to all workflows in our OSM modules called, “Workflow Emails” that allows an agency to communicate through email to both internal staff and external recipients.  This is especially useful for emailing internal staff, that don’t log in often, to let them know that they have a review task to complete; or, to provide external departments or stakeholders with notice that a permit has been issued or a task has been completed.   To email internal staff , simply select the new workflow task status, select the staff name from the Department dropdowns, enter task comments as the body of your email, and click Submit; if you need to select more than one staff from the same department, enter their email address in the “Other Email” field and separate multiples with a semicolon ( ; ).   To email external recipients, simply select the new task status, select the recipient from the External Recipient dropdown, enter task comments as the body of your email, and click Submit.  To populate this dropdown with email addresses, please send an email with a list of the external recipients and their email addresses to ePermitsHelp.BCD@oregon.gov.  ePermitting staff will then populate the external recipient email addresses for you.  You can review all the details (with screenshots!) on how the workflow emails work in this Kayako Knowledgebase article:

http://orepermittinghelp.kayako.com/Knowledgebase/Article/View/99/0/workflow-emailcommunication-enhancement
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