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.

Complete

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

Hi Mr Benjamin Wong, it is Sarah Tan — this is the week 1 check-in for Nur Aisyah.

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

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

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
filled
{{helper_name}}The helper
filled