User Tools
maintenance_letter_templates
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
maintenance_letter_templates [2016/08/19 15:31] editor |
maintenance_letter_templates [2019/01/05 22:10] (current) |
||
|---|---|---|---|
| Line 7: | Line 7: | ||
| You will not be able to save the template until all information is provided including both English and French translations. | You will not be able to save the template until all information is provided including both English and French translations. | ||
| + | ==== Settings ==== | ||
| * You will start off under the **settings** tab | * You will start off under the **settings** tab | ||
| {{:letter_templates_settings.png?|Settings}} | {{:letter_templates_settings.png?|Settings}} | ||
| + | * You have a few options you can add to the template: | ||
| + | * **Once Per Claim** will send only one letter for that type of status or event. **NOTE**: At this time it only needs to be used for the 30 day reminder [[event]] | ||
| + | * **Headerless** in the event you do not want CAMVAPs header to show on a letter when printed, select the headerless box | ||
| + | * **[[Cover Letter]]** will provide a page that can be printed that will include the receiver's name and address to be added to an envelope | ||
| + | {{::letter_templates_once_per_claim_headerless_cover_letter.png?|}} | ||
| * Select the individuals you would like to send the letter to | * Select the individuals you would like to send the letter to | ||
| - | * To select multiple roles in a row use SHIFT + Right Click | + | * To select multiple roles in a row use SHIFT + Left Click |
| - | * To select multiple roles not next to each other use CTRL + Right Click | + | * To select multiple roles not next to each other use CTRL + Left Click |
| {{:letter_templates_roles.png?|Roles}} | {{:letter_templates_roles.png?|Roles}} | ||
| - | * Select the once per claim box so that only one letter will be sent for that type of status or event | ||
| - | * **NOTE**: At this time it only needs to be used for the 30 day reminder [[event]] | ||
| - | * In the event you do not want CAMVAPs header to show on a letter when printed, select the headerless box. For example, Cover Letters. | ||
| * Highlight the type of schedule you would like to create manual, [[status]], or [[event]] | * Highlight the type of schedule you would like to create manual, [[status]], or [[event]] | ||
| {{:letter_templates_schedule_type.png?|Schedule Type}} | {{:letter_templates_schedule_type.png?|Schedule Type}} | ||
| Line 23: | Line 26: | ||
| * **Event** select the event the letter will be referring to | * **Event** select the event the letter will be referring to | ||
| {{:letter_templates_event.png?|event}} | {{:letter_templates_event.png?|event}} | ||
| + | ==== Content ==== | ||
| * Select the **English** tab | * Select the **English** tab | ||
| {{:letter_templates_english.png?|English}} | {{:letter_templates_english.png?|English}} | ||
| - | * Insert a [[placeholders|placeholder]] in template name, subject and/or body of the letter to pull data associated with that claim and placeholder into the letter without any manual input. If data is not available for a particular placeholder the [[letters]] will show up in drafts. Where the PA will need to handle it manually. | ||
| - | {{::letter_template_placeholder_button.png|}} | ||
| - | {{::letter_template_placeholder_options.png|}} | ||
| - | |||
| - | **NOTE**: Let's say you want to create an automated letter, but you want the PA to provide some additional information. It could be to attach a document, insert claim specific details etc... | ||
| - | * Insert a manual placeholder, using "<< >>" | ||
| - | For example: <<add attachment>> | ||
| - | * Information will not be pulled from the system into the area, but it will show up on the PAs dashboard indicating they will need to do something. | ||
| * Create a name for the template in English | * Create a name for the template in English | ||
| * Provide a Subject Line for the email | * Provide a Subject Line for the email | ||
| * Type in the body of the letter | * Type in the body of the letter | ||
| {{:letter_templates_body.png?|}} | {{:letter_templates_body.png?|}} | ||
| + | * Insert a [[placeholders|placeholder]] in the body of the letter to pull data associated with that claim and placeholder into the letter without any manual input. If data is not available for a particular placeholder, the [[letters|letter]] will show up in drafts. The PA will need to handle it manually. | ||
| + | * **Subject line** you can insert a Claim Number only | ||
| + | {{::letter_template_placeholder_button.png|}} | ||
| + | {{::letter_template_placeholder_options.png|}} | ||
| + | * **Multi-line** [[placeholders]] (hearing attendees, an address or a signature) need to be placed on a line of their own. Otherwise, there will be extra spacing in the notification. | ||
| + | |||
| + | For ex: | ||
| + | Location: | ||
| + | [[hearingAddress]] | ||
| + | NOT | ||
| + | Location: [[hearingAddress]] | ||
| + | **NOTE**: Let's say you want to create an automated letter, but you want the PA to provide some additional information. It could be to attach a document, insert claim specific details etc... | ||
| + | * Insert a placeholder, using <nowiki>"<< >>"</nowiki>. For example: <nowiki><<add attachment>></nowiki> | ||
| + | * Information will not be pulled from the system into the area, but it will show up on the PAs dashboard indicating they will need to do something | ||
| * Select the **French** tab | * Select the **French** tab | ||
| {{:letter_templates_french.png?|French}} | {{:letter_templates_french.png?|French}} | ||
| Line 43: | Line 53: | ||
| * Type in the body of your letter | * Type in the body of your letter | ||
| * Use above mentioned [[placeholders]] where necessary | * Use above mentioned [[placeholders]] where necessary | ||
| + | ==== Attachments ==== | ||
| + | Under the attachments tab you are able to add [[maintenance static attachments|common documents]] you would want sent. | ||
| + | {{:letter_templates_attachments.png?|}} | ||
| + | * Select the box of the documents you would like sent | ||
| + | If you are uncertain about the content of the document: | ||
| + | * Select the view button and a file will be downloaded for you to view | ||
| + | **NOTE:** You must select both English and French documents for the template. However, only the appropriate language for the receiver will be sent. English documents to English, French to French and both to both. | ||
| ==== Once Saved ==== | ==== Once Saved ==== | ||
| - | Once the template is saved you will need to move it from deactivated to activated. Organize the list by last save date/active. | + | Once the template is saved you will need to move it from deactivated to activated. Organize the list by Last Save Date or Active. |
| {{::letter_template_deactivated.png|}} | {{::letter_template_deactivated.png|}} | ||
maintenance_letter_templates.1471620667.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 3.0 Unported
