Difference between revisions of "Letter Maintenance"

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===Video How-to===
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__NOTOC__
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[[media:SM-LETTERMAIN 1.mov|Letter Maintenance]]
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'''This program will provide the user with a way to create and edit district and school letters. Letters must be created in this program first before you can use letters in any other programs.'''
 +
*The user will need security that is assigned to a '''specific school''' to see letters created for their school.
 +
*If the filter '''Use 700 Only''' is checked, only a 700 security user will be able to see or select the letter in the [[Letter Printing System]]. And, only 700 users should be able to see the filter '''Use 700 Only checkbox''' in Letter Maintenance. Also, a 700 security user should be able to see the hidden letter in any school, not just school 700.
 +
*The entire letter system will support multiple languages per letter. '''The letter will not be translated so it must have already been written in the designated language.''' Each letter starts with a default letter and additional languages can be added with the language text. The system uses the student Home Language field in Country Entry in [[Student Master]], like all communications, to determine the correct letter to print and records the language sent in the [[Letter Log Report]]. The default letter is sent if the language is not present.
  
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===How-to===
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==Menu Location==
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'''This program will allow you to create, edit and delete letters.'''
 
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'''NOTE:'''Letters must be created in this program first before you can use letters in any other program. The user will need security that is assigned to that specific school to see letters created for that school.'''
 
  
 +
'''Student > Letters > Letter Maintenance'''
  
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Select '''Student Master''', '''Letters''', then select '''Letter Maintenance'''.
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==Setup Options==
  
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[[File:lettermaintenancesetup.png]]
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'''Setup Box Options'''
 
  
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To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
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'''District''' - Default value is based on the user’s security settings. The user will be limited to their district only.
  
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For other set up values not listed in the standard set up list:
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'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
  
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Select the '''Arena''' for which the letter is being created:  
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'''Arena''' - for which the letter is being created:  
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*'''AT'''--Attendance
 
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*'''DI'''--Discipline
 
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*'''EV'''--Event
 
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*'''GR'''--Grades
 
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*'''HE'''--Health
 
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*'''SB'''--SBLC/RTI
 
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*'''SE'''--Special Education
 
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*'''ST'''--Student (for general purpose use)
 
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Click '''Ok''' to move to the next screen.
 
  
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'''AT''' - Attendance
  
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'''Definition of Column Headers'''
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'''DI''' - Discipline
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:'''District'''--District where student is enrolled
 
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:'''School'''--School where student is enrolled
 
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:'''Category'''--Arena for the letter
 
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:'''Name'''--A unique name for the letter
 
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:'''Description'''--The purpose of the letter
 
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:'''Create Person'''--Name of user that created the letter
 
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:'''Create Time'''--Date and time stamp when the letter was created
 
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:'''Change Person'''--Name of user that last edited the letter
 
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:'''Change Time'''--Date and time stamp when the letter was edited
 
  
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'''EV''' - Event
  
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'''Buttons at the bottom of the screen'''
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'''GR''' - Grades
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:'''Setup'''--returns user to the setup box
 
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:'''New'''--creates a new letter
 
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:'''Edit'''--changes/edits an existing letter
 
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:'''Delete'''--deletes an existing letter
 
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:'''Print'''--prints the lists of available letters for this arena -- see instructions below
 
  
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'''HE''' - Health
 +
 +
'''SB''' - SBLC/RTI
 +
 +
'''SE''' - Special Education
 +
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'''ST''' - Student (for general purpose use)
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 +
'''HR''' - Human Resource
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 +
'''Ok''' - Click to continue.
 +
 +
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
 +
 +
==Main==
 +
 +
[[File:lettermaintenancemain2.png]]
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 +
===Column Headers===
 +
 +
For other columns not listed in the common column list:
 +
 +
'''District''' - District where student is enrolled
 +
 +
'''Letter School''' - School where student is enrolled
 +
 +
'''Arena''' - Letter category
 +
 +
'''Letter Name''' - A unique name for the letter
 +
 +
'''Description''' - The purpose of the letter
 +
 +
'''Language''' - Count of Languages this letter has available. This is also where a user would click to add more language versions to the existing letter by using the '''Add''' button. When the '''Letter Editor''' displays, choose the additional language, add your already translated verbiage, and then Save. The number count is this column will now be increased.
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'''Creator''' - Name of user that created the letter
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'''Create Time''' - Date and time stamp when the letter was created
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'''Modifier''' - Name of user that last edited the letter
 +
 +
'''Modified Time''' - Date and time stamp when the letter was edited
 +
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 +
==Bottom==
 +
 +
[[File:lettermaintenancebottom.png]]
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 +
'''Setup''' - Click to go back to the Setup box.
 +
 +
'''New''' - Creates a new letter
 +
 +
'''Edit''' - Changes/edits an existing letter
 +
 +
'''Delete''' - Deletes an existing letter
 +
 +
'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
  
 
'''To Create a new letter use the following set of instructions.'''
 
'''To Create a new letter use the following set of instructions.'''
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#At any time during the creation of a new letter, you may click the '''Preview''' button to view the current version of the letter.
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#Click '''New''' at the bottom of the screen.
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[[File:transcriptslettermaintenance.png]]
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#The '''Letter Editor''' will appear.
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#The district and school will default based on your security settings.
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At any time during the creation of a new letter, you may click the '''Preview''' button to view the current version of the letter.
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#Enter the '''Arena, Name, and Description'''.
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#:'''NOTE''': be sure that the Name of the letter is unique.
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Click '''New''' at the bottom of the screen.
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#Select the letter '''Header''' options.  
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#:'''Show Header'''--Provides school name and address or district name and address depending on the '''Force District''' option.
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The '''Letter Editor''' will appear.
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#:'''Force District'''--Replaces school name and address with the district name and address.
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#:'''Show to Parents of'''--Prints expression above the student name and address.
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The district and school will default based on your security settings.
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#:'''Show Address Block'''--Uses the student name and address on the letter.
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#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, student's address, '''Mother`s PSN, Father`s, PSN,Guardian PSN''', 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.
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Enter the '''Arena, Name, and Description'''.
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#::NOTE: The selected fields will have the same format--'''{$DATANAME$}'''--and will be replaced by that piece of data when the letter is printed.
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#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 have up to 3 people to be included in the closing.
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'''NOTE''': be sure that the Name of the letter is unique.
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#Click '''Save''' when the letter is completed.
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#Close the letter using the '''X''' at the top right of the letter window.
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'''Use 700 Only''' - If checked:
 +
 
 +
Only a 700 security user will be able to see or select the letter in [[Letter Printing System]].
 +
 
 +
A 700 security user should be able to see the hidden letter in any school, not just school 700.
 +
 
 +
Also, only 700 users should be able to see the '''Use 700 Only''' checkbox in Letter Maintenance.
 +
 
 +
Select the letter '''Header''' options.  
 +
 
 +
'''Use Serif Font''' -  Check to have the letter use this font.
 +
 
 +
'''Language''' - This indicates the home language version of the letter. The English language is default. If another language is chosen, the name of that language will be displayed. If the student has a language that is the main language of the household it will be documented in [[Student Master]] in the Country Entry, Home Language field. The letter will not be translated so it must be written in the designated language.
 +
 
 +
'''Show Header''' - Provides school name and address or district name and address depending on the '''Force District''' option.
 +
 
 +
'''Force District''' - Replaces school name and 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.
 +
 
 +
'''Drop Down Buttons'''
 +
#Type the body of the letter in the large white section area found below the '''gray drop down buttons'''.  
 +
#To reference specific fields such as student name, student's address, attendance information, discipline information, dates, GPA, etc. within the body of the letter, make the selection of tags from the gray drop down lists.
 +
# The selected tags will have the same format '''{$DATANAME$}''' and will be replaced by that piece of student, etc. data when the letter is printed in the [[Letter Printing System]].
 +
 
 +
 
 +
'''Footer Option'''  
 +
 
 +
A security action for Letter Maintenance has been created called '''Access Superintendent, Board Attorney, and Board President Signatures''' in [[User Management]]. This option will give the
 +
 
 +
ability to control who has access to the Superintendent, Board Attorney, and Board President signatures for use in printing letters.
 +
 
 +
'''Show Signature 1, 2, or 3.''' - Click in the box to choose signature
 +
 
 +
'''Salutation''' - choose 1, 2, or 3
 +
 
 +
'''Signature 1, 2, or 3 - Title/Name 1, 2, or 3'''
 +
 
 +
'''Signature 1, 2, or 3 - Image'''
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 +
Click '''Save''' when the letter is completed.
 +
 
 +
Close the letter using the '''X''' at the top right of the letter window.
  
  
 
'''To Edit an existing letter'''
 
'''To Edit an existing letter'''
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#After clicking '''Ok''' on the Setup Box, a list of existing letters will appear on the screen.
+
 
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#Do a single left mouse click to highlight the desired letter.
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After clicking '''Ok''' on the Setup Box, a list of existing letters will appear on the screen.
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#Click the '''Edit''' button and the letter will appear on the screen.
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#Make the necessary changes.
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Single left mouse click to highlight the desired letter.
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#Click '''Preview''' after making the changes and continue correcting the letter as needed.
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#Click '''Save''' to save the changes.
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Click the '''Edit''' button and the letter will appear on the screen.
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#Close the letter using the '''X''' at the top right of the letter window.
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 +
Make the necessary changes.
 +
 
 +
Click '''Preview''' after making the changes and continue correcting the letter as needed.
 +
 
 +
Click '''Save''' to save the changes.
 +
 
 +
Close the letter using the '''X''' at the top right of the letter window.
  
  
 
'''To Delete an existing letter'''
 
'''To Delete an existing letter'''
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#After clicking '''Ok''' on the Setup Box, a list of existing letters will appear on the screen.
 
−
#Do a single left mouse click to highlight the desired letter.
 
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#Click the '''Delete''' button and a confirmation popup will appear.
 
−
#Respond appropriately to the confirmation question.
 
  
 +
After clicking '''Ok''' on the Setup Box, a list of existing letters will appear on the screen.
 +
 +
Single left mouse click to highlight the desired letter.
 +
 +
Click the '''Delete''' button and a confirmation popup will appear.
 +
 +
Respond appropriately to the confirmation question.
  
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'''Print Options'''
 
  
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To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
+
----
 +
[[Student Master|'''Student Master''' Main Page]]
 +
----
 +
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 14:26, 5 June 2024

This program will provide the user with a way to create and edit district and school letters. Letters must be created in this program first before you can use letters in any other programs.

  • The user will need security that is assigned to a specific school to see letters created for their school.
  • If the filter Use 700 Only is checked, only a 700 security user will be able to see or select the letter in the Letter Printing System. And, only 700 users should be able to see the filter Use 700 Only checkbox in Letter Maintenance. Also, a 700 security user should be able to see the hidden letter in any school, not just school 700.
  • The entire letter system will support multiple languages per letter. The letter will not be translated so it must have already been written in the designated language. Each letter starts with a default letter and additional languages can be added with the language text. The system uses the student Home Language field in Country Entry in Student Master, like all communications, to determine the correct letter to print and records the language sent in the Letter Log Report. The default letter is sent if the language is not present.

Menu Location

Student > Letters > Letter Maintenance

Setup Options

Lettermaintenancesetup.png

District - Default value is based on the user’s security settings. The user will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Arena - for which the letter is being created:

AT - Attendance

DI - Discipline

EV - Event

GR - Grades

HE - Health

SB - SBLC/RTI

SE - Special Education

ST - Student (for general purpose use)

HR - Human Resource

Ok - Click to continue.

To find definitions for standard setup values, follow this link: Standard Setup Options.

Main

Lettermaintenancemain2.png

Column Headers

For other columns not listed in the common column list:

District - District where student is enrolled

Letter School - School where student is enrolled

Arena - Letter category

Letter Name - A unique name for the letter

Description - The purpose of the letter

Language - Count of Languages this letter has available. This is also where a user would click to add more language versions to the existing letter by using the Add button. When the Letter Editor displays, choose the additional language, add your already translated verbiage, and then Save. The number count is this column will now be increased.

Creator - Name of user that created the letter

Create Time - Date and time stamp when the letter was created

Modifier - Name of user that last edited the letter

Modified Time - Date and time stamp when the letter was edited

To find definitions of commonly used column headers, follow this link: Common Column Headers.

Bottom

Lettermaintenancebottom.png

Setup - Click to go back to the Setup box.

New - Creates a new letter

Edit - Changes/edits an existing letter

Delete - Deletes an existing letter

Print - This will allow the user to print the report.

Help - Click to view written instructions and/or videos.

To Create a new letter use the following set of instructions.

Transcriptslettermaintenance.png

At any time during the creation of a new letter, you may click the Preview button to view the current version of the letter.

Click New at the bottom of the screen.

The Letter Editor will appear.

The district and school will default based on your security settings.

Enter the Arena, Name, and Description.

NOTE: be sure that the Name of the letter is unique.

Use 700 Only - If checked:

Only a 700 security user will be able to see or select the letter in Letter Printing System.

A 700 security user should be able to see the hidden letter in any school, not just school 700.

Also, only 700 users should be able to see the Use 700 Only checkbox in Letter Maintenance.

Select the letter Header options.

Use Serif Font - Check to have the letter use this font.

Language - This indicates the home language version of the letter. The English language is default. If another language is chosen, the name of that language will be displayed. If the student has a language that is the main language of the household it will be documented in Student Master in the Country Entry, Home Language field. The letter will not be translated so it must be written in the designated language.

Show Header - Provides school name and address or district name and address depending on the Force District option.

Force District - Replaces school name and 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.

Drop Down Buttons

  1. Type the body of the letter in the large white section area found below the gray drop down buttons.
  2. To reference specific fields such as student name, student's address, attendance information, discipline information, dates, GPA, etc. within the body of the letter, make the selection of tags from the gray drop down lists.
  3. The selected tags will have the same format {$DATANAME$} and will be replaced by that piece of student, etc. data when the letter is printed in the Letter Printing System.


Footer Option

A security action for Letter Maintenance has been created called Access Superintendent, Board Attorney, and Board President Signatures in User Management. This option will give the

ability to control who has access to the Superintendent, Board Attorney, and Board President signatures for use in printing letters.

Show Signature 1, 2, or 3. - Click in the box to choose signature

Salutation - choose 1, 2, or 3

Signature 1, 2, or 3 - Title/Name 1, 2, or 3

Signature 1, 2, or 3 - Image

Click Save when the letter is completed.

Close the letter using the X at the top right of the letter window.


To Edit an existing letter

After clicking Ok on the Setup Box, a list of existing letters will appear on the screen.

Single left mouse click to highlight the desired letter.

Click the Edit button and the letter will appear on the screen.

Make the necessary changes.

Click Preview after making the changes and continue correcting the letter as needed.

Click Save to save the changes.

Close the letter using the X at the top right of the letter window.


To Delete an existing letter

After clicking Ok on the Setup Box, a list of existing letters will appear on the screen.

Single left mouse click to highlight the desired letter.

Click the Delete button and a confirmation popup will appear.

Respond appropriately to the confirmation question.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki