Claim Management System (CMS) Wiki

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====== 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]].

Once a letter has been sent it can only be accessed from the claim itself.

__**ONLY**__ for CAMVAP administrators and provincial administrators. 

Letters printed for Quebec will be on A4 all other provinces will be on 8 x 11.5 paper. Individuals will receive letters based on their language of preference.
===== Create a Manual Letter =====
There are many instances where PAs are required to create manual letters.
  * Select the envelop {{::pa_letter.png|}} and the letter screen will open up create or edit a letter
{{::letters_create.png|Create Letter}}
  * Select the user you would like to send the letter to
{{::letters_category.png|}}
**NOTE:** The system will only show the users who are available based on the location of the claim in the workflow status. For ex. Arbitrators will only be available after an arbitrator is assigned.
  * Select a letter template. Letter templates will populate based upon who the audience of the letter is to be. 
{{::letters_letter_template.png|}}
**NOTE:** The system will only show letter templates that have been set up for that particular addressee. For ex. If a Consumer is selected, only the letter associated with that category are visible.
  * Select **Message** to review and change the content of the email being sent
  * If the letter requires additional documents to be sent to the audience:
       * Select **Static Attachments** NOTE: Static attachments will be available in the language of the recipient
       * Mark off the documents you would like to add
  * If the letter requires you to add a copy of any claim documents:
       * Select **Claim Documents**
       * Mark off the documents you would like to add
  * In the system you can:
       * **Save:** You can access the letter as a pending draft and make changes
       * **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**__.

Once sent all letters are sent they will be viewable from a users account.

===== General Details =====

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?|red}} 

When letters is in black it means there are none that need to be managed.

{{::letter_templates_black.png?|black}} 

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 ======
When a letter is in the following statuses:
  * 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. 
  * 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 a placeholder is missing details then the placeholder will show up. See example below.

===== View all Letters =====
To view all the letters of a claim.
  * Select the view summary icon on the PA Dashboard
  * 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 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.
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