Workflow and Emailing options in TIRS (CRM) This guide details the steps which should be followed to set status reasons as well as view and edit emails sent from Dynamics CRM (TIRS). Certain emails will be created and sent automatically by the system, other emails will be created as drafts and rely on a user to send them. This gives the user the opportunity to review and edit, if appropriate, the email before it is sent. Login Login to the TIRS CRM via Sign In through the University Single Sign On (SSO). Status Reason Information Please review the following table for status reason definitions, how they are set and the relevant notifications. Ref Status Notification Recipient Meaning How is status Actions Reason Summary Reason set 1 Draft None N/A Traveller (T) Automatic N/A or proxy has saved, not yet submitted 2 Submitted Submitted To: 1. Email to T Traveller application - Traveller confirming submits confirmed
Workflow and Emailing options in TIRS (CRM) This guide details the steps which should be followed to set status reasons as well as view and edit emails sent from Dynamics CRM (TIRS). Certain emails will be created and sent automatically by the system, other emails will be created as drafts and rely on a user to send them. This gives the user the opportunity to review and edit, if appropriate, the email before it is sent. Login Login to the TIRS CRM via Sign In through the University Single Sign On (SSO). Status Reason Information Please review the following table for status reason definitions, how they are set and the relevant notifications. Ref Status Reason Notification Summary Recipient Meaning How is status Reason set Actions 1 Draft None N/A Traveller (T) or proxy has saved, not yet submitted Automatic N/A 2 Submitted Submitted application - confirmed To: Traveller Traveller submits 1. Email to T confirming
TIRS_Workflow_and_Sending_Email_-_UG.docx