Process Name:

Manually Generate Correspondence

Role:

Internal user

Objective(s):

To generate a correspondence to be sent to an employer manually

Before you begin:

There is a need to generate a correspondence to be sent to an employer outside of the scope of a systematic process which sends correspondence

What happens next:

The correspondence is created and sent to the employer

1. 

Select the Document Management main menu item.

This brings you to the Document Management Maintenance screen.

2. 

Select the Generate Correspondence Templates icon.

The system displays the Generate Correspondence Maintenance screen.

3. 

Select a correspondence from the dropdown list

Depending on the correspondence selected – different fields will appear to be entered.

4. 

Enter the Employer Account ID and any other required fields.

5. 

Click the ‘Generate Correspondence’ button.

The correspondence is generated and a pop-up window appears confirming.

6. 

Click the ‘Edit’ button.

The correspondence opens, in a separate Microsoft Word window, for a user to edit highlighted sections.

7. 

Make any needed edits, click the ‘Save’ button and close the Word document.

The system saves the correspondence, with modifications, if applicable, and sends the correspondence to batch for generation to the employer.