Form Letter Template

Path: Administration > Reference Tables > Select Reference Table = I&E - Form Letter Template > [OK]

• Information displays in Complaint > Review Complaint > Response Letter

• Click (delete) icon to delete a Form Letter.

• Click (User Created By) icon to view when the record was created or last modified and by whom.

ADD

• Select Response Letter Module (required)

• • Displays list of entries from Reference Maintenance - Response Letter Form

• Enter Category (required)

• • Brief description regarding the type of Complaint Category that may use this type of form letter.

• Body of Letter (required)

• • Free form description of the body of the Response Letter

  • User will be able to modify body upon usage in Response Letter

• Active (Yes, No) (required)

• • Default is Yes

• Sort Order (required)

• • Must be an integer

  • Must be within the current range or 1 integer greater

  • can not be zero

• Click Add Form Letter Template  link to add as a Form Letter.

• • Form Letter Complaint Category, Category and description can not be the same as an existing entry.

EDIT

• Click (edit) to modify information about the Form Letter.

• Modify Form Letter, Category, Body of Letter, Active and Sort Order as desired.

• Click Update link to save changes

• Click Cancel link to revert back information.

• • By making a Form Letter inactive, this selection will not longer be available in the Form Letter field on a Complaint.

  • Any complaints with this source type will remain the same.

   

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