Defining and Issuing Reminder Letters


Concept


Steps:

  1. Begin by navigating to the Selection Parameters page in Campus Community.

     

    Click the Campus Community link.

    Step 1
  2. Click the Communications link.

    Step 2
  3. Click the Communication Generation link.

    Step 3
  4. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 4
  5. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "REMINDER01"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Selection Parameters page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 7
  8. Click in the Letter Code field.

    Step 8
  9. In this example, you want to send the first reminder letter.  Letter codes are defined on the Standard Letters page.

     

    Enter the desired information into the Letter Code field. Enter

     a valid value
     e.g.
     "RM1"
    .

    Step 9
  10. Refresh the page.

     

    Press [Tab].

    Step 10
  11. The system populates the rest of this page with the values set up for the first request reminder letter.

    Step 11
  12. Click the Process Parameters tab.

    Step 12
  13. Use the Process Parameters page to set up Communication Generation process parameters.

    Step 13
  14. Click the vertical scrollbar.

    Step 14
  15. You must select parameters for address and name usage for people and organizations who will receive reminder letters.

     

    Click the Address list.

    Step 15
  16. Click the Billing,Mail,Home,Perm list item.

    Step 16
  17. Click the Address Name list.

    Step 17
  18. Click the Primary Full list item.

    Step 18
  19. Click the Salutation list.

    Step 19
  20. Click the Preferred Name list item.

    Step 20
  21. Click the Extra Name list.

    Step 21
  22. Click the Primary Full list item.

    Step 22
  23. Click the Org Recipient list.

    Step 23
  24. Click the Primary Cntc, Pri Dpt, Pri Loc list item.

    Step 24
  25. Click the Contact Name list.

    Step 25
  26. Click the Legal list item.

    Step 26
  27. Use the Email Parameters page to enter additional parameters for email, if you want to send the reminder letters electronically.

    Step 27
  28. At this point, you would continue to run the Communication Generation process for reminder letters just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 28

You have successfully defined and generated reminder letters.

 

Refer to the Campus Community module for topics related to setting up and using communication generation and the Population Selection process.

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