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letter_templates [2016/06/16 20:31]
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-====== Letter Templates ====== 
-Letter templates are where CAMVAP'​s administrator is able to create, edit and review letters that are sent out to [[Users_and_Roles|users]] 
-===== Create a New Template ===== 
-To create a new template select {{:​letter_templates_create.png?​|Create}} and a contact form will pop up. 
-  - You will start off under the settings tab. 
-  - Select the individuals you would like to send the letter to. 
- 
- 
-When creating a template there are a number of values that can be automatically accessed by the system. They are called [[placeholders|placeholders]]. When you insert a placeholder into a letter the data associated with that claim will be pulled into either the email or letter without manual input. 
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-====== Arbitrators ====== 
-Arbitrators are people who review and judge claims. 
-===== Create a New Arbitrator ===== 
-To create a new arbitrator select {{:​arbitrator_create.png|Create}} and a contact form will pop up. 
-====Input Information ==== 
-Using the above information collection form, you will insert contact information and other details for the arbitrator. 
-  - Type **Name** 
-  - Provide **Email** 
-  - Select **create a new phone number** for each number you would like to add {{:​phone_number.png|Create Phone Number}} If create a new phone number is not visible select {{phone_number_arrow.png|Phone Number}} and create a new phone number will appear. ​ 
-  - Use the pull down menu to select the [[Users_and_Roles|user]] 
-  - Include details on [[Area Served & Region|area served]], company and any pertinent notes 
-  - Add an address using **create an address** it will auto populate {{:​address.png|Address}} 
-==== Under Review ==== 
-All arbitrators will be under review when they are first entered. Ensure the box for [[Under Review|is under review]] is checked off {{:​under_review.png}}. 
-==== Resume ==== 
-Include basic information about the arbitrator. Specifically how they are qualified to make decisions on claims. This information is also viewable in French as required. 
-==== Approve ==== 
-Arbitrators and their contact information will need to be reviewed and approved. Once they have been approved. 
-  - Select the date the arbitrator was approved 
-  - Provide details on the area they will be serving such as [[Area Served & Region|area served & region]] 
-===== View, Edit Delete an Arbitrator ===== 
-==== View ==== 
-When you want to review the details of an arbitrator but do not want to make any changes to their information,​ use the view button on the main Arbitrator screen. You will be shown a summary of the information collected and assigned. 
-==== Edit ==== 
-When additional contact information is required and/or needs to be updated, select the edit button on the main Arbitrator screen. Follow the above mentioned directions for inputting information in order to make any changes. 
-==== Delete ==== 
-In some cases you will need to delete an arbitrator. Use the delete button on the main Arbitrator screen. You will be asked to confirm the operation. 
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letter_templates.1466109081.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)