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maintenance_letter_templates
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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maintenance_letter_templates [2016/09/20 17:56] editor [Settings] |
maintenance_letter_templates [2019/01/05 22:10] (current) |
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| * You have a few options you can add to the template: | * 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]] | * **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. For example, Cover Letters. | + | * **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 | + | * **[[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?|}} | {{::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}} | ||
| * 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]] | ||
| Line 29: | Line 29: | ||
| * 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. | + | * Create a name for the template in English |
| - | {{::letter_template_placeholder_button.png|}} | + | * Provide a Subject Line for the email |
| + | * Type in the body of the letter | ||
| + | {{: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|}} | {{::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... | **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> | * 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 | * 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 | ||
| - | * Provide a Subject Line for the email | ||
| - | * Type in the body of the letter | ||
| - | {{:letter_templates_body.png?|}} | ||
| * Select the **French** tab | * Select the **French** tab | ||
| {{:letter_templates_french.png?|French}} | {{:letter_templates_french.png?|French}} | ||
| Line 47: | Line 54: | ||
| * Use above mentioned [[placeholders]] where necessary | * Use above mentioned [[placeholders]] where necessary | ||
| ==== Attachments ==== | ==== Attachments ==== | ||
| - | Under the attachments tab you are able to add common documents you would want sent. | + | Under the attachments tab you are able to add [[maintenance static attachments|common documents]] you would want sent. |
| {{:letter_templates_attachments.png?|}} | {{:letter_templates_attachments.png?|}} | ||
| * Select the box of the documents you would like sent | * Select the box of the documents you would like sent | ||
| Line 54: | Line 61: | ||
| **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. | **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.1474394166.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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