Workstation Client Daily Report Mail Templates

The Workstation Client Daily Report is sent once a day to the selected Clients displaying the results of that day's Daily Safety Checks.

The From address*, Subject line and Alert content (both text and HTML) are setup on the Dashboard.

  1. Go to the Mail Templates menu
  2. Client Reports
  3. Choose the target template in the Workstation Monitoring section

There are two Mail Templates available for the Client Daily Report to reflect the Check results:

No Problems - all Checks completed successfully

Problems found - one or more Checks failed, or information for that day's Daily Safety Check was not received.

As the Client Daily Report is customer facing, we would recommend configuring both Mail Templates before sending enabling Client Daily Reports for Clients.



HTML Editors

There are two elements to the Mail Template, the PlainText Message - amended by changing the entered text - and the HTML Message, which itself contains two edit options. The visual HTML Message editor is used to change the styling of the template and where more advanced manipulation is required the HTML source may be edited directly by clicking the HTML button to display the HTML Source Editor. After applying the changes to the HTML source click Update to save changes and return to the Mail Template dialog. Finally click OK to save the template and exit.



Substitution Strings (Wildcards)

Substitution strings, available from the Mail Template's Insert Code drop-down, replace the entered wildcard with the corresponding value from the database and may be used to customize the email to match the precise requirements. For example amend the From address,Subject line or body of an email to match the format required for consumption by helpdesk software or simply change the Subject line for problem visibility when the email arrives in the Inbox, perhaps to include the Client, Site, Device, Check.

Substitution strings are easily added in a Mail Template. Open the template then choose where to insert the substitution string in the From address,Subject line or body, select the substitution string from the Insert Code drop-down and press Insert Code to insert the wildcard at the selected spot.

We would suggest inserting the wildcard in both the Plain Text and HTML message if adding substitution strings in the template's body.

Workstation Monitoring

Workstation Client Daily Report - No Problems Found / Problems Found


Substitution String


From Address

Subject Line


Account Name


Dashboard company name

Client Name


Client name

Report Content


Check results information

Date Generated


Report generation date and time

Logo Image


Dashboard logo - where customized the company logo is displayed

Tagline Image


Dashboard tagline/footer - where customized the company logo is displayed

Information on the available substitution strings is available in the Mail Template Substitution Strings section:

Reset to default template

Although we advise making a copy of the default Report templates before making any alterations, the Report Mail Template dialog includes the option to Restore Template to the default.

Resend Client Daily Report

Once the Mail Template configuration is complete it can be tested to ensure the changes display as expected by resending the Client Daily Report to the specified recipient.

  1. Go to Reports
  2. Client Reports
  3. Workstation Monitoring
  4. (Re)send Client Daily Report
  5. Select the Client from the drop-down list
  6. Enter the recipient email address
  7. OK to send

This can be used in conjunction with clearing a check error off of the Dashboard to send your Client an No Problems Report.

SPF Records and Whitelisting

Changing the From address (for example to an email address from your domain) can potentially result in the classification of the email as coming from a spoofed domain. To avoid this issue we would suggest creating an SPF record in your domain DNS pointing to our mail generating servers. Further information on spoofed emails and SPF is available in the SPF Records section.

Even if not changing the From address, to avoid any potential delivery problems we would advise whitelisting the IP addresses of our email generating servers. This is covered in the Whitelist mail server IP Addresses section.

From Address Format

We use a comma to separate multiple addresses within the system and to avoid any potential problems where the descriptive name entered in the From address contains a comma, we suggest encapsulating this entry in inverted commas ( " " ), this includes wildcard.

For example "Descriptive, name" <> or "#ACCOUNT#" <>