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Canned Responses

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Accessing Canned Responses

To access Canned Responses:

Interactive User Interface

  1. Open the Backstage Menu, and select the Design tab
  2. Select Canned Responses
    Accessing Project Templates from the Interactive backstage menu

Workbench User Interface

  1. From the Workbench, select the Setup/Administration icon.
  2. At the top of the Setup/Administration window, select the Design tab.
  3. Select Canned Responses
    Accessing Project Templates from the Workbench menu

Usage

Use the Canned Responses Designer to create, edit or delete templates of predefined text that privileged users can insert into request memos and emails. The Administer privilege is required to create Canned Response templates. They can insert the template text when they log or update requests by clicking on the Insert Template button on the memo toolbar.

Creating New Memo Templates

  1. The Canned Responses designer opens as shown below:
    Canned Responses window
  2. From the Home Tab, go to the Memo Templates group.
  3. Click on the New icon. The window shown below opens.
    Canned Response Designer window
  4. Enter a name for the template in the Name field.
  5. Check or uncheck the Private Memo checkbox depending on who is to be allowed to view the memo.
  6. Enter the text of the memo in Memo field.
  7. To insert variables into your message, place the mouse cursor in the position in the text where you want the variable to appear then double-click the applicable variable in the Memo Variables list.
  8. Click the Save icon in the Toolbar to save your memo template.

Editing Canned Responses

To edit a memo template, select the memo you want to edit and click on the Edit icon. Make the changes required then click Save to save the changes.

Deleting Canned Responses

To delete, simply highlight the memo you want to delete and click the Delete icon. This will permanently delete the memo.