Excursion Email Notification List

Excursion Created or Submitted from Draft

Recipients:

• Applicant

• Staff Responsible

Includes:

• Excursion data (name, type, activity types, start date, end date, description)

• Applicant name

Notification Type: NOTIFY ONLY

Excursion Submitted for Approval

Recipients:

• Approver

Includes:

• Excursion data (name, type, activity types, start date, end date, description)

• Applicant name

• Approval Status

Notification Type: APPROVAL NEEDED

Excursion Status Updated

Recipients:

• Applicant

• Staff Member Responsible

Includes:

• Excursion data (name, type, activity types, start date, end date, description)

• Approver name

• Approval Status

• Note (if refused)

Notification Type:

• NOTIFY ONLY, or

• ACTION NEEDED (depending on status)

Action Required Examples:

• For pre-approval → Add students, complete risk assessment & checklist items

• For final approval → Send welcome email

Excursion Role Notification

Recipients:

• Staff

Includes:

• Excursion data (name, type, activity types, start date, end date, description)

• Excursion status

• Role category

• Applicant name

• Excursion fields relevant for the role

Notification Type: NOTIFY ONLY

Excursion Notify Only Workflow Notification

Recipients:

• Staff

Includes:

• Excursion data (name, type, activity types, start date, end date, description)

• Applicant name

• Approval Status

Notification Type: NOTIFY ONLY

Excursion Parents Notification – Welcome Email

Recipients:

• Parents

Includes:

• Excursion data (name, start date, end date, description)

• Student name

Excursion Parents Notification – Follow-up Email

Recipients:

• Parents

Includes:

• Excursion data (name, start date, end date, description)

• Student name