📝 Summary

This article explains how to schedule a saved Job Title Matrix report to be emailed regularly to selected recipients. The report can be scheduled regardless of visibility, as long as the recipient is an EPP user for the worksite.

Steps:

Step 1: Open a saved matrix
From the Job Title Matrix page, go to the Saved Matrices tab and select the matrix you want to schedule.

Step 2: Enable scheduled email
Go to the Scheduled Email tab and toggle on Schedule email for this matrix.

Step 3: Configure email settings
Fill in the following details:

• Subject: If left blank, the default subject will be:
  Job Title Matrix – [Worksite Name] – [Matrix Name] – [Date]
• Frequency and Time: Choose how often and when the email should be sent.
• Recipients: Select EPP users for the worksite.
• Optional Message: Add any notes or instructions to include in the email.

Step 4: Save and confirm
Click the Update button to apply the settings.
You will receive a test email immediately. Future emails will be sent based on the selected schedule.

Update:

Exported reports now include a ‘Signed by’ section for physical sign-off. This section contains:

• Signature
• Name
• Position
• Date

💡Key points:

• Ensure recipients are EPP users for the selected worksite.
• Use a supported browser for best performance.
• Review the matrix content before scheduling to ensure accuracy.

📚 Related Articles:

• Understanding the job title matrix overview in EPP
• Creating a new job title matrix in EPP
• Understanding the job title matrix report page in EPP
• Understanding the job title matrix details page in EPP