Overview

Generate Letters from reports, define and manage Templates for Letters.

Reports provide information from the System, and the information reported can be exported to Excel for further analysis etc.

The Reports are predefined in the system and are grouped in categories.

The system has a predefined list of reports for each Category that can be used to generate letters.   Other predefined reports that have Student ID, Course ID, and Course Attempt can optionally be added to the list of reports used to generate letters by contacting Meshed Support (support@meshedgroup.com.au)

Generate Letters

This menu allows you to generate Letters depending on Report Category.

Report Category can be Accounts, Student Applications, Enrolment etc.

The system has a predefined list of reports for each Category that can be used to generate letters.

To Generate Letters navigate to Reports 

• Click the Letter Icon

• Select Category 

• Select Report that you need to generate from the drop down menu. These reports for Letters are predefined in the system (as shown below).

• Click View to generate report.

Results Sorting

Report results can be sorted as either Ascending or Descending with the following criteria:

• Student ID

• Course Name

Letter Management

• Select Students to send the Letter to

• Select the Letter to send. Available Letters to select is determined by the Letter Templates setup for the Report used.

• Select the options for creating and sending the Letter.

• The options for creating and sending the Letter are:
  • Student - one of the following:
    • Not send letter content as an Email to Student
    • Send letter content as an Email to Student Personal email and Provider Email & Add To Student Communication Log and optionally CC the Agent
    • Send letter content as an Email to Student Personal Email only & Add To Student Communication Log and optionally CC the Agent
    • Send letter content as an Email to Student Provider email only & Add To Student Communication Log and optionally CC the Agent
  • Send letter content as an Email To Agent & Add To Student Communication Log and optionally CC the Student
  • Generate PDF Letter
  • Save PDF Letter to each Student Directory
  • Select the From email address
  • Send a CC to entered email addresses
  • Send a BCC to entered email addresses

• Click Confirm to create and send the Letter to the selected Students 

Letter Set-up

Create and manage Letters

This is only available to Users with the SAdmin Role.

To Manage Letters navigate to Reports > Add New or Edit Letter

• Select Report Name 

• A list of Letters linked to the selected Report will be displayed

• The Action Icons are used to manage a Letter

• The option to provide Tracking of a Letter when sending can be modified.

• The Priority of a letter can be modified

Add New Letter

To create a new Letter

• Select Report Name to link to the Letter being added

• Click New Letter Action Icon

• Fill in the Letter Editor form. See the Field Descriptions table below for more information.

• Click the Save Icon in the Letter Editor.

Field Descriptions

Extra Parameter

This is used to create a Parameter which is based on a calculation e.g. Current Date + 7 days.   Extra Parameters are available for selection in the in the Parameters field in the Letter Editor.

To add an Extra Parameter 

• Select Report Name to link to the Parameter

• Click Extra Param Action Icon

• Fill in the Extra Parameter form. See the Field Descriptions table below for more information.

• Click Add

• The new Parameter will be shown in the table at the bottom of the Extra Parameter form

Parameters can be deleted using the Delete Action Icon in the table at the bottom of the Extra Parameter form

Field Descriptions