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AVEVA Enterprise Resource Management

Create a work item and send the work item as an email

Create a work item and send the work item as an email

  • Last UpdatedMay 07, 2026
  • 1 minute read

Create a general work item and send the work item to the required user.

  1. Navigate to the required screen.

  2. On the Work Item menu, in the Work Item group, select Create work item.

    The d0043 Create Work Item dialog appears.

  3. In the Work Item grid, in the General tab, perform the following:

    1. From the Project dropdown, select the required project.

    2. From the System dropdown, select the required project.

    3. From the Department dropdown, select the required department.

    4. In the Deadline field, select the required deadline.

    5. From the Status dropdown, select the required dropdown.

    6. From the Priority dropdown, select the required priority number.

  4. In the Work Item grid, in the Description tab, perform the following:

    1. From the Cause dropdown, select the required cause.

    2. From the Disposition dropdown, select the required disposition.

    3. From the Site Id dropdown, select the required site ID.

  5. Select Ok.

  6. (Optional) To send a carbon copy of the email, in the Recipients section, in the CC field, enter the email ID of the recipient.

  7. To change the email template, in the Email Content section, select Template.

    The d0052 Select E-Mail Template dialog appears.

  8. In the grid, select the required template, preview the Subject and Text of the email, and then select Ok.

    The template in the d0050 Send E-Mail dialog is updated.

  9. Modify the Subject and Text according to your requirements.

  10. In the email, to include the attachments defined for the selected email template in the s00027 E-Mail Templates screen and other workflow related attachments, select Generate Attachment.

  11. Select Send.

  12. The email is sent to the specified recipients.

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