[Template Name] Template

Select the Edit icon in the Actions column on the Generated Messages screen.

Edit customizable templates for system-generated emails that TraceLink sends when changes are made in Change Management.

• Recipients – Indicates who to automatically include on the notifications.
  • Select All (default)
  • Change Owner – The supplier that instigates the change.
  • Subject Matter Expert – The individual within the Partner company that knows details about the change of the product.
  • Site Contacts – The contact person at any site that is affected by the change.
• Subject – The email subject.
• Include Change Number in Subject – A fixed element that appears before the user-entered subject of the notification.
• Links – Links to include in the email.
  • Select All (default)
  • Include link to Change Item for the App Owner users – The link that TraceLink assigns to any change. If checked, the Owner will receive a link directly to the change itself.
  • Include link to Change Item for App Partner users – The link that TraceLink assigns to any change. If checked, the Partner will receive a link directly to the change itself.
    • Include link for Supplier Contact – Includes the Supplier's contact information.

      If the Include link to Change Item for App Partner users is not selected, Include link for Supplier Contact is disabled.

• Footer – The sign-off of the email.

• Introduction – The introductory text of the email.

  Default is "The following change has been initiated in the TraceLink system:"

• Specifies – The options below are elements that are included in the body of the email notification.
  • Change Number – The number that is automatically assigned by TraceLink when a change is entered in Change Management.
  • Supplier Change Number – The number that is automatically assigned by TraceLink when a supplier changes an item in Change Management.
  • Change Title – User-provided title of the change.
  • Supplier – Indicates where a product originates from.
  • Change Owner – The supplier that instigates the change.
    • Change Owner Contact – The point of contact of the supplier that instigates the change.
  • Subject Matter Expert – The individual within the Partner company that knows details about the change.
    • Subject Matter Expert Contact – Contact information of the employee that is aware of change details.
  • Planned Implementation Date – The date the change takes effect.
  • Impacted Sites – Location(s) that are affected by the change being implemented in the product life cycle.
  • Material Category – Specifies what type of change is being made (e.g. raw materials, label color, packaging material).
  • Change Ownership Level – Individually set notes to classify the change.
  • Change Status – Status of the initiation of the change (e.g. implemented, delayed).
  • Rejection Reason – Notes regarding the change rejection.

    User enters options in Change Management.

• Closing – Text for the closing statement of the email.

  Default is: "If you have further questions regarding these changes, please contact the change owner or subject matter expert."

1. Select the desired Specify Recipients from the checkboxes.
2. Enter the Subject in the text field.
3. Select the Include Change Number in Subject checkbox to enable the Change Number in the Subject of the email.
4. Select the desired Links checkboxes.
5. Enter the Footer in the text field.
6. Enter the Introduction in the text field.
7. Select the desired Specifics checkboxes.
8. Enter the Closing in the text field.
9. Select Save.

   TraceLink saves the update to the template.

1. Select Reset.

   The Reset Template? dialog box displays.

2. Select Reset.

   The dialog box closes, and the template resets to the TraceLink default options.