Administration > Site > Manage email sets > Performance Planning module email set

Performance Planning module email set

The Manage Performance Planning Email Set screen allows Client Administrators to add, delete, copy and edit performance planning email sets. The email sets that are contained here are used with the goal process.

To use or customize the email sets, you can either modify the Base Narrative Template or create a copy of the email set and edit your copy. Copying retains all of the system generated values in the base and allows you to go back to the original version if needed. It is recommended that you copy the Base templates in all situations and work from your copies.

Note Only one Performance Planning Email Set (per plan rule) can be active at any given time. You may optionally choose to enable some or all of the emails within an email set.