- Go to the shifts page
- Select the shifts to send the brief to using the checkboxes
- You can select shifts on the following tabs
- By location
- By dates
- By staff
- Once you have selected the relevant shifts you can now go to With selected > Send brief
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- You can select shifts on the following tabs
This will now open the email dialogue window. Follow these instructions to send out the brief email to the select staff:
- Select a brief template from the list
- Adjust the email subject if required
- Enter a reply email address
- Click on the paper click to add an attachment. You have 2 options:
- Add a file
- This will allow you to add files from your hard drive
- Click on Add file
- Click Choose file
- Select the file from your hard drive
- Wait for the loader to disappear and for your file to be attached
- Add a job file
- This will allow you to add files that have been already added to the system.
- It will default to the current campaign if there are files available to add.
- Select the files required using the checkboxes
- Press OK to add
- This will allow you to add files that have been already added to the system.
- Add a file
- Make any custom updates to the email copy
- You can preview the email before you send
- Press Send to send the email to the staff
- Once sent you will notice that the email icon will change to green to signify that this has been sent
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- You can mouse over the icon for it to tell you who sent the brief email and when it was sent:
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