Communication

Message templates

Each template is bound to the workflow rule that would send it, so a message inherits that rule's autonomy. Nothing here sends itself.

Templates

8 in use

Check-in — the household

The household's half of a check-in. The helper is asked separately, and neither sees the other's answer.

A person sends it

When an aftercare check-in falls due — send the request to the employer and the helper.

Preview

Rendered against a real case, not a mock-up.

1 not filled

Tan Family Lee Family Wong Family Koh Family Sim Family Balakrishnan Household Teo Family

Hi Mrs Angeline Tan, it is Sarah Tan — this is the {{checkin_milestone}} check-in for Maria Santos.

How is it going? Anything that is not working, however small, is easier to sort out now than in three months.

I am asking Maria Santos separately. What each of you tells me stays with me unless you want it passed on.

This message must not be sent as it stands

No data for {{checkin_milestone}} on this case. A blank would be worse than a gap — the braces stay so nobody sends it by accident.

Fields this message merges

A field belonging to one side can never be merged into the other's message.

{{employer_contact}}Who to address in the household
employer onlyfilled
{{consultant_name}}The consultant handling this household
filled
{{checkin_milestone}}Which follow-up this is
empty
{{helper_name}}The helper
filled