Standard Letters

Overview

This screen contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. Information to include on this screen are the identification code, the active status (if checked, the form is active), the language used to prepare the standard letter, and the description of the standard letter.

Navigation

 

How to SEARCH:

  1. Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all Standard Letters, leave all fields blank.
  2. Click on the Find icon . 

The Standard Letter screen includes the following fields:

Report FieldsDescription
CodeUnique identification code of the standard letter
ActiveActive Status - if checked, Standard Letter is available
LanguageLanguage used
DescriptionShort description of the standard letter

Create a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To CREATE a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Click on the New icon   (you will then be in Insert Mode).
  2. Enter the new Standard Letter information.  Fields with an asterisk  are mandatory fields.
  3. Enter the Code, click on the Active checkmark, and select the Language, as required.
  • Code: Unique identification code of the standard letter.
  • Active:  Active Status - if checked, Standard Letter is available.
  • Language: Language used.
  1. Enter Description.   
  • Description: Short description of the standard letter.

5.   Click on the Save icon  at the bottom of the Standard Letter to save your new Standard Letter information. A window will appear to confirm.

Delete a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To DELETE a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Find the Standard Letter you want to Delete
  • Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Standard Letters, leave all fields blank.
  • Click Find
  • Select the Standard Letter you want to Delete
  1. Click on the Delete icon
  2. A window will appear asking you to confirm

      4.    Click OK to confirm and delete the Standard Letter.

      5.    A window will be displayed confirming the Standard Letter has been deleted

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To Verify that the Standard Letter has been Deleted:

  1. Click on the Search icon
  2. Enter the Standard Letter information
  3. Click on the Find icon
  4. The window will appear

Modify a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To MODIFY a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
    If you prefer to see the list of all Standard Letters, leave all fields blank.
  2. Click on the Find icon .  The list of Standard Letters meeting the retrieval criteria will appear.
  3. Click on the Standard Letter you want to modify.
    You will then be in Update/Delete Mode.
  4. Make the necessary modification(s). 
  5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.