Difference between revisions of "Letter Maintenance"

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[[media:SM-LETTERMAIN.mov|Letter Maintenance]]
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[[media:SM-LETTERMAIN 1.mov|Letter Maintenance]]
  
 
'''This information will provide instructions for creating and editing letters for use in WebPams. Letters must be created in this program first before you can use letters in any other program.'''
 
'''This information will provide instructions for creating and editing letters for use in WebPams. Letters must be created in this program first before you can use letters in any other program.'''

Revision as of 15:25, 14 October 2013

Letter Maintenance

This information will provide instructions for creating and editing letters for use in WebPams. Letters must be created in this program first before you can use letters in any other program.


  1. Log in to WebPams.
  2. Select Student Master from the list of program areas on the left of the screen.
  3. Select Letters.
  4. Select Letter Maintenance.
  5. The Setup Box will appear. Refer to the Setup Box options in the next section.
  6. Click Ok to move to the next screen.


Setup Box Options

Verify District and School--These will be based on your security settings.
Select the Arena for which the letter is being created:
AT--Attendance
DI--Discipline
EV--Event
GR--Grades
HE--Health
SE--Special Education


Definition of Column Headers

District--District where student is enrolled
School--School where student is enrolled
Category--Arena for the letter
Name--A unique name for the letter
Description--The purpose of the letter
Create Person--Name of user that created the letter
Create Time--Date and time stamp when the letter was created
Change Person--Name of user that last edited the letter
Change Time--Date and time stamp when the letter was edited


Buttons at the bottom of the screen

Setup--returns user to the setup box
New--creates a new letter
Edit--changes/edits an existing letter
Delete--deletes an existing letter
Print--prints the lists of available letters for this arena


To create a New letter use the following set of instructions.

  1. At any time during the creation of a new letter, you may click the Preview button to view the current version of the letter.
  2. Click New at the bottom of the screen.
  3. The Letter Box Editor will appear.
  4. The district and school will default based on your security settings.
  5. Enter the Arena, Name, and Description.
    NOTE: be sure that the Name of the letter is unique.
  6. Select the letter Header options.
    Show Header--Provides school name and address or district name and address depending on the Force District option.
    Force District--Replaces school name an address with the district name and address.
    Show to Parents of--Prints expression above the student name and address.
    Show Address Block--Uses the student name and address on the letter.
  7. Type the body of the letter in the large white section area found below the gray drop down cells. To reference specific fields such as Student name, attendance information, discipline information and other fields within the body of the letter each time the letter is used make the selection from the 'gray' drop down lists.
    NOTE: The selected fields will have the same format--{$DATANAME$}--and will be replaced by that piece of data when the letter is printed.
  8. Complete the letter by entering the Footer Option or closing of the letter. Type the Salutation and the person's name followed by their title. You may include up to 3 people to be included in the closing.
  9. Click Save when the letter is completed.
  10. Close the letter using the X at the top right of the letter window.


To Edit an existing letter

  1. After clicking Ok on the Setup Box, a list of existing letters will appear on the screen.
  2. Do a single left mouse click to highlight the desired letter.
  3. Click the Edit button and the letter will appear on the screen.
  4. Make the necessary changes.
  5. Click Preview after making the changes and continue correcting the letter as needed.
  6. Click Save to save the changes.
  7. Close the letter using the X at the top right of the letter window.


To Delete an existing letter

  1. After clicking Ok on the Setup Box, a list of existing letters will appear on the screen.
  2. Do a single left mouse click to highlight the desired letter.
  3. Click the Delete button and a confirmation popup will appear.
  4. Respond appropriately to the confirmation question.
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