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letters
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letters [2016/07/26 17:20] 192.168.9.146 |
letters [2019/01/05 22:10] (current) |
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| ====== Letters ====== | ====== Letters ====== | ||
| - | **Letters** contain communication to [[Maintenance Users and Roles|users]] within the claim process that has not been sent yet. Those letters may not have been sent because they are a manual letter or they have a missing or invalid [[placeholders|placeholder]]. | + | **Letters** menu contain communication to [[Maintenance Users and Roles|users]] within the claim process that have not been sent yet. Those letters may not have been sent because they are a manual letter in draft state or they have a missing or invalid [[placeholders|placeholder]] and require attention from a PA. |
| Once a letter has been sent it can only be accessed from the claim itself. | Once a letter has been sent it can only be accessed from the claim itself. | ||
| Line 27: | Line 27: | ||
| * **Save:** You can access the letter as a pending draft and make changes | * **Save:** You can access the letter as a pending draft and make changes | ||
| * **Email:** It will go directly to the addressees email | * **Email:** It will go directly to the addressees email | ||
| - | * **Print:** When selected the letter will appear as a PDF in the bottom ride side of the browser. To print you will need to open the letter and select the print function. Ensure you are printing the letter in __**colour**__. | + | * **Print:** When selected the letter will appear as a PDF in the bottom ride side of the browser. To print you will need to open the letter and select the print function. Ensure you are printing the letter in __**colour**__. If you are printing a letter for a consumer a [[cover letter]] will be produced. It will be at the end of the printed document. So you will need to manually move it from the back to the front after it is printed. Static attachments will __**not**__ be printed. Therefore, you will need to print them before you select the print button. |
| Once sent all letters are sent they will be viewable from a users account. | Once sent all letters are sent they will be viewable from a users account. | ||
| ===== General Details ===== | ===== General Details ===== | ||
| + | If there are pending letters that need to be addressed a badge will show up next to **Letters**. The number of pending letters will be reflected inside the badge. If letter templates or attachments are changed by an administrator after a letter shows up in pending, those changes will not be reflected. | ||
| - | When letters is in red it means there are pending drafts that need to be addressed. If you hover over the word, it will show you how many pending letters are there. | + | {{:letter_templates_red.png?|badge}} |
| - | {{:letter_templates_red.png?|red}} | + | When there is no badge next to **Letters** it means there are no letters that have missing placeholders; however, there may be letters manual letters in draft that you have created. That need to be sent. |
| - | + | ||
| - | When letters is in black it means there are none that need to be managed. | + | |
| {{::letter_templates_black.png?|black}} | {{::letter_templates_black.png?|black}} | ||
| - | Letters will be sent based on a **[[Users_and_Roles|users]]** language selection. Which you can adjust under **[[Account|account and settings]]**. | + | Letters will be sent based on a [[Maintenance Users and Roles|users]] language selection. Which you can adjust under [[Account|account and settings]]. |
| ====== Provincial Administrators ====== | ====== Provincial Administrators ====== | ||
| When a letter is in the following statuses: | When a letter is in the following statuses: | ||
| - | * Draft: Means a manual letter has been created but not sent. | + | * **Draft:** Means a manual letter has been created but not sent. |
| - | * Waiting for additional information from a user, the PA will select it as a manual draft. When that information becomes available, that PA will update it using the edit button. Once complete, you will select to either email or print the letter. | + | * Waiting for additional information from a user, the PA will select it as a manual draft. When that information becomes available, that PA will update it using the edit button. Once complete, you will select to either email or print the letter. |
| - | * In Progress Draft: Means a letter has been created by the system, but it cannot be sent as there is some missing information or an invalid placeholder. Such as, an email address is not available. As a PA you must decide how to proceed and whether the letter should be printed or emailed. | + | * **In Progress Draft:** Means a letter has been created by the system, but it cannot be sent as there is some missing information or an invalid placeholder. Such as, an email address is not available. As a PA you must decide how to proceed and whether the letter should be printed or emailed. |
| - | * If an email address is missing then the email button will be greyed out. You will need to print the letter and mail it to the individual. | + | * If an email address is missing then the email button will be greyed out. You will need to print the letter and mail it to the individual. |
| - | * If a placeholder is missing details then the placeholder will show up. See example below. | + | * A CAMVAP admin may have intentional placed <nowiki>"<< >>"</nowiki> around an area that will require action from your end. For example <nowiki><<add attachment>></nowiki>, at this point it might be expected that you add a static attachment to the document before it is sent |
| + | * If a placeholder is missing details then the placeholder will show up. See example below. | ||
| + | {{::missing_placeholders.png|}} | ||
| ===== View all Letters ===== | ===== View all Letters ===== | ||
| To view all the letters of a claim. | To view all the letters of a claim. | ||
| - | - Select the view summary icon on the PA Dashboard | + | * Select the view summary icon on the PA Dashboard |
| - | - The system will show you all the letters associated with that claim. | + | * The system will show you all the letters associated with that claim. |
| - | - To see letter details select the blue subject line and the letter will open up | + | * To see letter details select the blue subject line and the letter will open up |
| - | - To see attached documents select the view icon. At the attachments that were sent will be listed just below the letter. Can generate the letter into a PDF using the download button at the bottom of the screen. | + | * To see attached documents select the view icon. At the attachments that were sent will be listed just below the letter. Can generate the letter into a PDF using the download button at the bottom of the screen. |
letters.1469553629.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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