Process Name:

Update Correspondence Template

Role:

Internal user

Objective(s):

To update a correspondence template.

NOTE: Creating a new correspondence template should be done in Design Studio to include bookmarks, tables, etc.…

Before you begin:

There is a need to update the rules around a correspondence template that is NOT related to employer specific data to be included in the correspondence

What happens next:

The correspondence template is updated

1. 

Select the Document Management main menu item.

This brings you to the Document Management Maintenance screen.

This process is to update ONLY the rules around a correspondence template such as if there is a due date attached to the correspondence or an auto enclosure.

Any updates needing to be made to specific data pulled from SUITS and inserted into a correspondence (Such as dollar amounts, addresses, etc.) need to be done in Design Studio.

2. 

Select the Create/Edit Correspondence Templates icon.

The system displays the Communication Template Lookup screen.

3. 

Enter in the search criteria and click the ‘Search’ button.

The search results are displayed.

4. 

Click the Template Code hyperlink to open a template record.

The system displays the Communication Template Definition screen.

5. 

Update the information as needed and click the ‘Save’ button.

The system displays a confirmation message.

6. 

Click the ‘Refresh’ button.

The system refreshes the servers to reflect the changes.