Creating and Sending Point of Service Letters

Creating and Sending Point of Service Letters Creating Letters Working w/ Merge Fields Sending Letters ***Font Size 40 & 22 - Corbel

4 common POS letters include; Direct Certification notification Expiring Grace from Rollover (not reduction of benefits) Negative or Low Balance Refused Benefits Because Directly Certified and Free-Grace and Reduced-Grace students do not have a current Free and Reduced application, letters are managed through POS. Refused Benefits letters are also managed through POS letters. 4 common letters for POS include; Negative or Low Balance Direct Certification notification Expiring Grace from Rollover Refused Benefits letters are also managed through POS letters. We’ll review these letters in another lesson. We’ll review Application letters in another lesson.

Creating POS Letters Letters for Browse to >Community>Letters and click Create Letter, then choose POS. Browse to >Community>Letters Letters for Direct Certification, Expiring Grace and Refused Benefits are POS, not Application, because they do not belong to an application processed in the current school year.

Mouse over the function keys; a popup will describe they’re function. Give it a Name, Description and Language and you’re ready to create your new letter. Mouse over the function keys; a popup will describe they’re function. Type in the contents of your Letter or, if you’ve already got it in electronic format, simply Copy/Paste. Use Merge Codes to insert the appropriate data for your students into each letter. Choose the applicable code from the dropdown list. Be sure to Save when finished. Give it a Name, Description and Language. Mouse over the function keys; a popup will describe they’re function. Type in the contents of your Letter or, if you’ve already got it in electronic format, simply Copy/Paste. Merge Codes will insert the appropriate data for your students into each letter. Choose the applicable code from the dropdown list. Be sure to Save when finished.

To select student records to send Direct Certification Letters In Student Records, select DC Only Select All (by checking the top checkbox) or individual records And selecting Email or Print Letters And selecting Email or Print Letters

And choose whether to Print One Letter Per Household Select All or New Only (excludes students who have already received a letter) And choose whether to Print One Letter Per Household And then Process Letters to finish Select the appropriate letter Select All or New Only (excludes students who have already received a letter) And choose whether to Print One Letter Per Household And then Process Letters to finish Note that only POS letters are displayed Select the appropriate letter

Many of you will want to send a letter at the beginning of the year to remind households to apply for Free and Reduced benefits Create the appropriate Letter and choose Expiring apps, to locate Students who have not have a processed application for this school year. Many of you will want to send a letter at the beginning of the year to remind households to apply for Free and Reduced benefits Create the appropriate Letter and choose Expiring apps, to locate Students who have not have a processed application for this school year. Select Students and Print Letter as previously described. Select Students and Print Letter as previously described.

Select Balance and Status and modify as shown To make sending Negative or Low Balance letters easier create and save a New View. Select Balance and Status and modify as shown To locate Active students with a Negative Balance Use the Filter option to And, it will be available in the View dropdown. To make sending Negative or Low Balance letters easier create and save a New View. To locate Active students with a Negative Balance Use the Filter option to Select Balance and Status and modify as shown Give it a meaningful name and Save And, it will be available in the View dropdown. Give it a meaningful name

You can use Filtering and Views for a many lookups. Here’s an example of Locating students with Refused Benefits by filtering Eligibility as shown. You can use Filtering and Views for a many lookups. Here’s an example of Locating students with Refused Benefits by filtering Eligibility as shown Views are ‘per User’, so you won’t see Views created by other users. Views are ‘per User’, so you won’t see Views created by other users.

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