The art of generating correspondence The art of generating correspondence through the webthrough the web

MAJOR ENHANCEMENTSMAJOR ENHANCEMENTS

Web based letter generation capabilities Web based letter generation capabilities Improved Notice of Action lettersImproved Notice of Action letters Reformatted lettersReformatted letters Miscellaneous Correspondence on the webMiscellaneous Correspondence on the web New letter statuses, routing and approval New letter statuses, routing and approval

processprocess Enhanced web search and search resultsEnhanced web search and search results

WHAT STAYS THE SAMEWHAT STAYS THE SAME

Letters tied to an action Letters tied to an action Letter creation process starts in legacy Letter creation process starts in legacy Letter tracking processLetter tracking process Letter historyLetter history Ticklers Ticklers Series letters format and languageSeries letters format and language

LEGACY CHANGESLEGACY CHANGES

Redirect users to complete the process in the webRedirect users to complete the process in the web Correspondence module will be removed as an Correspondence module will be removed as an

option.option.

HOW TO ACCESSHOW TO ACCESS

Under CCS ModulesUnder CCS Modules Or by using the quick linksOr by using the quick links

SEARCH SEARCH CORRESPONDENCE CORRESPONDENCE

Quick select: By Incomplete, Ready to send, Submit for approvalQuick select: By Incomplete, Ready to send, Submit for approval Simple search: By date range, county or clientSimple search: By date range, county or client Advanced search: By user, correspondence or statusAdvanced search: By user, correspondence or status

SEARCH RESULTSSEARCH RESULTS

Display/select client(s) for viewing or creating lettersDisplay/select client(s) for viewing or creating letters Send Miscellaneous letter or search for existing letterSend Miscellaneous letter or search for existing letter

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

New letter status will be assigned for reference.New letter status will be assigned for reference.

SEARCH RESULTSSEARCH RESULTS

LEGACY SERIES LETTERLEGACY SERIES LETTER

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

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

Edit:Edit: Free textFree text Courtesy Courtesy

CopiesCopies CommentsComments

After editing:After editing: SaveSave Save/PrintSave/Print Cancel LetterCancel Letter

MANUAL CORRESPONDENCEMANUAL CORRESPONDENCE

VIEW/PRINT LETTERSVIEW/PRINT LETTERS

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

GENERATE MISC. GENERATE MISC. LETTERSLETTERS

Select the client and click on Create misc letterSelect the client and click on Create misc letter

SELECT MISC. LETTERSELECT MISC. LETTER

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

APPROVAL PROCESSAPPROVAL PROCESS This is an optional feature for counties.This is an optional feature for counties.

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

Counties may assign someone to review and approve

specific letters before sending.

APPROVAL PROCESSAPPROVAL PROCESS This is an optional feature for counties.This is an optional feature for counties.

APPROVAL PROCESSAPPROVAL PROCESS This is an optional feature for counties.This is an optional feature for counties.

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

APPROVAL PROCESSAPPROVAL PROCESSWeb MessageWeb 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.

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

APPROVAL PROCESSAPPROVAL PROCESSWeb MessageWeb Message

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

APPROVAL PROCESSAPPROVAL PROCESSPreview ScreenPreview Screen

Preview Preview ScreenScreen

TRAINING and UATTRAINING and UAT

Live Classroom Training Sept. 16th – 18th Live Classroom Training Sept. 16th – 18th Interactive Web Conference Sept. 24thInteractive Web Conference Sept. 24th Training Manuals Available Mid Training Manuals Available Mid

SeptemberSeptember Multimedia Demo Multimedia Demo Released to UAT Mid SeptemberReleased to UAT Mid September SMCR documentation and Power Point SMCR documentation and Power Point

presentation available nowpresentation available now

ANY QUESTIONS ???ANY QUESTIONS ???