The art of generating correspondence through the web
Download
1 / 22

The art of generating correspondence through the web - PowerPoint PPT Presentation


  • 107 Views
  • Uploaded on

Web Correspondence. The art of generating correspondence through the web. MAJOR ENHANCEMENTS. Web based letter generation capabilities Improved Notice of Action letters Reformatted letters Miscellaneous Correspondence on the web New letter statuses, routing and approval process

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' The art of generating correspondence through the web' - plato-benton


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
The art of generating correspondence through the web

Web Correspondence

The art of generating correspondence through the web


Major enhancements
MAJOR ENHANCEMENTS

  • Web based letter generation capabilities

  • Improved Notice of Action letters

  • Reformatted letters

  • Miscellaneous Correspondence on the web

  • New letter statuses, routing and approval process

  • Enhanced web search and search results


What stays the same
WHAT STAYS THE SAME

  • Letters tied to an action

  • Letter creation process starts in legacy

  • Letter tracking process

  • Letter history

  • Ticklers

  • Series letters format and language


Legacy changes
LEGACY CHANGES

  • Redirect users to complete the process in the web

  • Correspondence module will be removed as an option.


How to access
HOW TO ACCESS

  • Under CCS Modules

  • Or by using the quick links


Search correspondence
SEARCH CORRESPONDENCE

  • Quick select: By Incomplete, Ready to send, Submit for approval

  • Simple search: By date range, county or client

  • Advanced search: By user, correspondence or status


Search results
SEARCH RESULTS

  • Display/select client(s) for viewing or creating letters

  • Send Miscellaneous letter or search for existing letter


Search results1
SEARCH RESULTS

  • Display/select letter(s) for viewing, modifying, printing, canceling, deleting or sending via Web Correspondence.

  • New letter status will be assigned for reference.


Legacy series letter
LEGACY SERIES LETTER

  • Clicking on the hyperlink will allow a user to edit, save or print an incomplete series letter.

  • The select box allows multiple letters to be printed or attached to a web message at a time.


MANUAL CORRESPONDENCE

Edit:

  • Free text

  • Courtesy Copies

  • Comments

    After editing:

  • Save

  • Save/Print

  • Cancel Letter


View print letters
VIEW/PRINT LETTERS

  • Completed letters will display in a pop up window for previewing and printing.


Generate misc letters
GENERATE MISC. LETTERS

  • Select the client and click on Create misc letter


Select misc letter
SELECT MISC. LETTER

  • Users may select letters not associated to a series or an specific action, such as Free text, LEA, PSA and NPPS.


Approval process this is an optional feature for counties
APPROVAL PROCESSThis is an optional feature for counties.

The approval process allows a county to assign letters to another user for review and approval. Notice of Action, Cancellation letter and Free Text letters are available for approving.


Approval process this is an optional feature for counties1
APPROVAL PROCESSThis is an optional feature for counties.

Counties may assign someone to review and approve

specific letters before sending.


Approval process this is an optional feature for counties2
APPROVAL PROCESSThis is an optional feature for counties.

From the edit screen, users may select a user from a list of approved users.


Approval process web message
APPROVAL PROCESSWeb Message

A Web Message is sent to approver(s) with the letter attached for review and approval. The sender may include additional comments in the body of the Web Message before sending if necessary.


APPROVAL PROCESSWeb Message

A Web Message will appear in the approver(s) inbox for taking an action.


APPROVAL PROCESSPreview Screen

The approver may view the letter and approve, edit or delete the letter.



TRAINING and UAT

  • Live Classroom Training Sept. 16th – 18th

  • Interactive Web Conference Sept. 24th

  • Training Manuals Available Mid September

  • Multimedia Demo

  • Released to UAT Mid September

  • SMCR documentation and Power Point presentation available now



ad