The art of generating correspondence through the web

MAJOR ENHANCEMENTS Web based letter generation capabilities Web based letter generation capabilities Improved Notice of Action letters Improved Notice of Action letters Reformatted letters Reformatted letters Miscellaneous Correspondence on the web Miscellaneous Correspondence on the web New letter statuses, routing and approval process New letter statuses, routing and approval process Enhanced web search and search results Enhanced web search and search results

WHAT 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 process Letter tracking process Letter history Letter history Ticklers Ticklers Series letters format and language Series letters format and language

LEGACY CHANGES Redirect users to complete the process in the web Redirect users to complete the process in the web Correspondence module will be removed as an option. Correspondence module will be removed as an option.

HOW TO ACCESS Under CCS Modules Under CCS Modules Or by using the quick links Or by using the quick links

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

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

Display/select letter(s) for viewing, modifying, printing, canceling, deleting or sending via Web Correspondence. Display/select letter(s) for viewing, modifying, printing, canceling, deleting or sending via Web Correspondence. New letter status will be assigned for reference. New letter status will be assigned for reference. SEARCH RESULTS

LEGACY SERIES LETTER Clicking on the hyperlink will allow a user to edit, save or print an incomplete 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. The select box allows multiple letters to be printed or attached to a web message at a time.

Edit: Free text Free text Courtesy Copies Courtesy Copies Comments Comments After editing: Save Save Save/Print Save/Print Cancel Letter Cancel Letter MANUAL CORRESPONDENCE

VIEW/PRINT LETTERS Completed letters will display in a pop up window for previewing and printing. Completed letters will display in a pop up window for previewing and printing.

GENERATE MISC. LETTERS Select the client and click on Create misc letter Select the client and click on Create 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. 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. 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.

Counties may assign someone to review and approve specific letters before sending. APPROVAL PROCESS This 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 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 PROCESS Web Message

The approver may view the letter and approve, edit or delete the letter. APPROVAL PROCESS Preview Screen

Preview Screen

TRAINING and UAT Live Classroom Training Sept. 16th – 18th Live Classroom Training Sept. 16th – 18th Interactive Web Conference Sept. 24th Interactive Web Conference Sept. 24th Training Manuals Available Mid September Training Manuals Available Mid September Multimedia Demo Multimedia Demo Released to UAT Mid September Released to UAT Mid September SMCR documentation and Power Point presentation available now SMCR documentation and Power Point presentation available now

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