|
|
Business Processes |
Published Date: April 02, 2013
Bookmark this page |
Eligibility Determination and Benefits Calculation |
|
Correspondence |
|
E21. Creating a Microsoft Word Blank Template Correspondence
Note
- Microsoft Word Blank Templates are not meant to replace any other existing correspondence and should be used for situations pertaining to learner funding only.
- Microsoft Word Blank Templates are to be used by Human Services staff only. External Providers must not create Microsoft Word Template correspondence.
Description
The following outlines the process for creating Microsoft Word Blank Template Correspondence.
Details
Precondition(s)
Learner or Training Provider is registered in the system.
Trigger
It has been determined that an Microsoft Word Blank Template letter needs to be created.
Human Services staff
E21.01
Creates appropriate Microsoft Word Template in Mobius.
E21.02
Copies appropriate text from templates in shared file.
E21.03
Pastes text in Mobius Blank Template.
E21.04
When letter is finalized prints to local printer and mails to Learner/Training Provider.
Business Rules/Criteria/Standards
When a user creates a Blank Template (learner) it will pre-populate the learner’s information (e.g. name, address, id number). The addressee information can be modified if another contact name or address is required. Signage will pre-populate with the originator’s information (name, title, etc.).
When a user creates a Blank Template for Training Providers, it will pre-populate with the addressee’s information (e.g. contact name, provider name, address, id number, etc.). Mobius will default to the primary address which is the Office of the Registrar. The user has the option of modifying the addressee’s information if another contact name or address is required.
Users can save letters as a draft.
Users should not edit/send another user’s Microsoft Word correspondence that is in draft.
Microsoft Word Templates are printed locally, so the user who generates the letter will mail it.
|