Communications Management for Curriculum

04/21/2304/21/23 Communications Management for Communications Management for CurriculumCurriculum

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Communications Management for Communications Management for CurriculumCurriculum

Presented by: Deborah CoxPresented by: Deborah Cox

July 2008July 2008

Introduction to CMIntroduction to CM

What Is CM?What Is CM? - - Handles correspondence between Handles correspondence between student and institutionstudent and institution

2 Basic Categories of Correspondence2 Basic Categories of Correspondence• Incoming correspondence – from studentIncoming correspondence – from student

ApplicationsApplications TranscriptsTranscripts

• Outgoing correspondence – to studentOutgoing correspondence – to student LettersLetters E-mailE-mail


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Basics of CM – 4 major componentsBasics of CM – 4 major components Incoming correspondence – Incoming correspondence –

• CMC – Communications Codes CMC – Communications Codes Incoming Communication (applications, transcripts, etc)Incoming Communication (applications, transcripts, etc)

• CRRD – Correspondence Request Definition – checklist of CRRD – Correspondence Request Definition – checklist of individual itemsindividual items

Communications codes that are tracked as a groupCommunications codes that are tracked as a group

Outgoing correspondence – Outgoing correspondence – • DOC – Documents DOC – Documents

Letters, e-mailLetters, e-mail

• TRC – Tracks – series of documents sent in a timed sequenceTRC – Tracks – series of documents sent in a timed sequence Welcome Letter – goes out immediatelyWelcome Letter – goes out immediately Missing Item letter 1 – goes out 10 days later, etc.Missing Item letter 1 – goes out 10 days later, etc.


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In order to make CM work for you…In order to make CM work for you… Most Important - Come up with a good plan… Most Important - Come up with a good plan… and stick to it!and stick to it!

Naming Conventions – or Smart Coding – very important and Naming Conventions – or Smart Coding – very important and useful!useful!• Names – only up to 8 LettersNames – only up to 8 Letters• 11stst 2 – Office (AD, HR, FA) 2 – Office (AD, HR, FA)• Next – D – document, T – track, C- Communication code, etcNext – D – document, T – track, C- Communication code, etc• Next – description (Ex: WELC for Welcome Letter)Next – description (Ex: WELC for Welcome Letter)

Important to take it one project at a timeImportant to take it one project at a time

If possible, start off with a simple projectIf possible, start off with a simple project

Each project can build to the next oneEach project can build to the next one

It will work, but be sure all parts are in place, or you’ll have It will work, but be sure all parts are in place, or you’ll have problems.problems.


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What we are going to discuss -What we are going to discuss -project examplesproject examples

E-mail ProjectsE-mail Projects in Communications Management in Communications Management• Blank SSN applications notificationsBlank SSN applications notifications• Transcript requests notificationsTranscript requests notifications

Standard LettersStandard Letters - THE CM Admissions Process Model - THE CM Admissions Process Model• How to Design a CM workflow that will encompass Curriculum in How to Design a CM workflow that will encompass Curriculum in

regards to admissions and the admissions workflow – including regards to admissions and the admissions workflow – including receiving incoming correspondence in regard to receiving incoming correspondence in regard to

ProspectsProspects ApplicationsApplications TranscriptsTranscripts Placement testsPlacement tests Counselor interviewsCounselor interviews

• Designing a Welcome LetterDesigning a Welcome Letter• Designing Missing Item LettersDesigning Missing Item Letters


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Also – the CM on-going (daily) processAlso – the CM on-going (daily) process

Receiving correspondence and processing it into Receiving correspondence and processing it into the system - CRIthe system - CRI• Also other ways to record incoming correspondence Also other ways to record incoming correspondence

without going to CRIwithout going to CRI

Pending Correspondence – how to viewPending Correspondence – how to view

Processing Pending Correspondence, such as Processing Pending Correspondence, such as letters and e-mail messagesletters and e-mail messages

Reviewing Correspondence HistoryReviewing Correspondence History


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E-mail Projects - Blank SSN Application NotificationE-mail Projects - Blank SSN Application Notification

Step 1Step 1 – – create the e-create the e-mail mail document document thru DOC - thru DOC -

Actually this is a Actually this is a templatetemplate


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Step 1 Step 1 continued-continued- create the create the

document document paragraph paragraph that will be in that will be in the e-mail the e-mail message.message.

Since the entire Since the entire document is document is set-up in the set-up in the document document paragraph paragraph screen, no screen, no document file document file set-up is set-up is needed here.needed here.


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E-mail Projects - Blank SSN Application NotificationE-mail Projects - Blank SSN Application NotificationStep 1 continued-Step 1 continued- e-mail document options. Our return address for these e-mail documents is our generic admissions mailbox. Also if the student needs to reply back to e-mail document options. Our return address for these e-mail documents is our generic admissions mailbox. Also if the student needs to reply back to

us, they can thru this generic mailbox.us, they can thru this generic mailbox.The Subject line on this particular e-mail is “Welcome to CPCC”. This screen is a new feature of R18. In 18 we can be more creative with the subject line – in R17, it The Subject line on this particular e-mail is “Welcome to CPCC”. This screen is a new feature of R18. In 18 we can be more creative with the subject line – in R17, it

was the actual description of the document as found on the DOC screen.was the actual description of the document as found on the DOC screen.


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A word about A word about e-mail hierarchy – On e-mail hierarchy – On

DOC, click on the drill DOC, click on the drill down on the down on the Name/Addr Hierarchy Name/Addr Hierarchy field, and…field, and…

(R18 enhancement)(R18 enhancement)


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The NAHM screen will The NAHM screen will appear. This shows appear. This shows the E-mail hierarchy the E-mail hierarchy for this particular for this particular document. In this document. In this case, the ST E-mail case, the ST E-mail type will be used. If type will be used. If no ST type is found, no ST type is found, then the P or then the P or primary would be primary would be used.used.

If no Hierarchy is on If no Hierarchy is on the DOC screen, the the DOC screen, the system will default system will default to whatever is on to whatever is on the PID7 screen. the PID7 screen.


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In this case, PID7 In this case, PID7 would use the would use the CPCC E-Mail CPCC E-Mail Hierarchy, Hierarchy, something we something we wouldn't want on wouldn't want on a student a student document.document.

However, if no E-mail However, if no E-mail hierarchy was not hierarchy was not indicited on the indicited on the DOC screen, DOC screen, that’s just what that’s just what would happen.would happen.


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Step 2Step 2- place - place document on a document on a tracktrack

Now this e-mail Now this e-mail document has been document has been set-up and is ready set-up and is ready for use.for use.


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Step 3Step 3- assign - assign students to students to the track the track


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Step 4Step 4- Process the e-mail - Process the e-mail correspondence.correspondence.

Action Code Action Code P for processP for process H for History H for History X for DeleteX for Delete


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E-mail E-mail the student the student

receivesreceives


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E-mail Projects - Blank SSN Application NotificationE-mail Projects - Blank SSN Application NotificationE-mail confirmation received by the author of the documentE-mail confirmation received by the author of the document


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E-mail Projects -Transcript Request notificationE-mail Projects -Transcript Request notification

Doc – created in Doc – created in much the same much the same way as the way as the blank SSN doc blank SSN doc was created.was created.

Of course, a Of course, a different different Document Document Paragraph is Paragraph is created, created, because this is because this is for a different for a different messagemessage


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E-mail Projects -Transcript Request notificationE-mail Projects -Transcript Request notification

Document Code Document Code on TRRQ on TRRQ enables user to enables user to assign this assign this document at the document at the time a transcript time a transcript request is being request is being created. This created. This by-passes GTA by-passes GTA or ITR.or ITR.

PCB will need to PCB will need to run, in order for run, in order for student to student to receive e-mailreceive e-mail


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CM Admissions Process ModelCM Admissions Process ModelInitial Set-up ProcessInitial Set-up Process

Admissions Model – 5 lettersAdmissions Model – 5 letters• Welcome Letter (also labels)Welcome Letter (also labels)

Z-Fold – for folder/sealerZ-Fold – for folder/sealer• Missing Items letters (3)Missing Items letters (3)• Congrat LetterCongrat Letter

Uses the standard CM set-up processUses the standard CM set-up process• DOC – Outgoing CorrespondenceDOC – Outgoing Correspondence• TRC – Outgoing CorrespondenceTRC – Outgoing Correspondence• CMC – Incoming CorrespondenceCMC – Incoming Correspondence• CRRD – Incoming CorrespondenceCRRD – Incoming Correspondence


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CM Admissions Process Model – Welcome Letter CM Admissions Process Model – Welcome Letter DOCDOC

Very similar Very similar to the E-mail to the E-mail document – document – except …except …

Document Document Type – Type – WINTEG.WORDWINTEG.WORD

E-Mail E-Mail Document Document Options not in Options not in useuse


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Document File Document File Set-up – this Set-up – this establishes establishes which fields which fields can be used in can be used in the letter the letter templatetemplate


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HardCopy HardCopy Document Document Options – Options –

This initiates the This initiates the merge process merge process into word – into word – Winteg.WordWinteg.Word

The following The following screens should screens should appearappear

Some initial set-Some initial set-up needed to up needed to establish the establish the connection connection between between Colleague and Colleague and Word - (macros, Word - (macros, etc.)etc.)


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What you will What you will see when Word see when Word opensopens

If creating a If creating a new document, new document, screen will be screen will be blankblank

If updating, If updating, your previous your previous template will template will occur.occur.

Can copy and Can copy and paste here, and paste here, and perform any perform any other word other word functions at functions at this point.this point.


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CM Admissions Process Model – Welcome Letter – Z-foldCM Admissions Process Model – Welcome Letter – Z-fold DOC DOC

Example of Z-Example of Z-fold Letter.fold Letter.

Instead of Instead of manually manually folding and folding and inserting letters inserting letters into envelopes, into envelopes, this version can this version can be processed be processed thru a thru a folder/sealer folder/sealer machine.machine.

Folds in a Z-Folds in a Z-shape, where shape, where the address the address appears on top.appears on top.


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CM Admissions Process Model – Missing Items CM Admissions Process Model – Missing Items DOCDOC

Similar set-up Similar set-up as the as the Welcome Welcome Letter – except Letter – except Document Document Paragraphs are Paragraphs are in use (custom in use (custom Paragraphs)Paragraphs)


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Custom Custom paragraphs or paragraphs or Document Document ParagraphsParagraphs

Paragraphs Paragraphs that are that are inserted into inserted into the letter on an the letter on an “as needed” “as needed” basisbasis

Rules Rules determine if determine if the paragraph the paragraph will be usedwill be used


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DPAR – where the text of DPAR – where the text of the paragraph is enteredthe paragraph is entered

If the rule associated with If the rule associated with the paragraph is true – the paragraph is true – then the paragraph then the paragraph appears on the letterappears on the letter

““ADCHSTR” appears in the ADCHSTR” appears in the MAILING.CC.NOT.RECVD MAILING.CC.NOT.RECVD field, meaning that the field, meaning that the high school transcript has high school transcript has not been received.not been received.


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Document File Document File Setup – using Setup – using custom custom paragraphsparagraphs

Note max Note max values of 8values of 8

This must be This must be double the double the number of number of custom custom paragraphs paragraphs that are usedthat are used


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Hardcopy Hardcopy Document Document optionsoptions

This is using This is using letter position 1, letter position 1, for 8 lines.for 8 lines.

Between each Between each custom custom paragraph is a paragraph is a blank line that is blank line that is not seen. Must not seen. Must double the double the number of lines number of lines (ex: 4 (ex: 4 paragraphs – 8 paragraphs – 8 lineslines))


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CM Admissions Process Model – Congrat Letter CM Admissions Process Model – Congrat Letter DOCDOC

Congratulations Congratulations letterletter

Student has Student has completed all completed all necessary necessary admissions admissions proceduresprocedures

DOC – same DOC – same process as process as Welcome Letter Welcome Letter – no document – no document paragraphs are paragraphs are neededneeded


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Document Document File SetupFile Setup

Virtually the Virtually the same as the same as the Welcome Welcome LetterLetter


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HardCopy HardCopy Document Document OptionsOptions

Same Same functionality as functionality as seen in seen in Welcome Welcome LetterLetter


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CM Admissions Process Model – Labels - DOCCM Admissions Process Model – Labels - DOC

Labels – while Labels – while they look the they look the same as any same as any other other document in document in Colleague…Colleague…


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……Over in Word…it’s a different storyOver in Word…it’s a different story Word 2007 – click on Mailings ribbon, then on Start Mail Merge, the click on Word 2007 – click on Mailings ribbon, then on Start Mail Merge, the click on

Labels, and select 15510 Labels, and select 15510 The following gridlines should appearThe following gridlines should appear And then, select the fields, into the 1And then, select the fields, into the 1stst label label


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Once all fields that are needed are entered into the 1Once all fields that are needed are entered into the 1stst label, click on the label, click on the Update Labels button…Update Labels button…


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……and the fields in the 1and the fields in the 1stst label will be repeated in each label in the template label will be repeated in each label in the template

This label document can then be included in the printing process, and can print This label document can then be included in the printing process, and can print along with your letters.along with your letters.


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CM Admissions Process Model – TRCCM Admissions Process Model – TRC

TRC – TRC – Tracking Tracking CodesCodes

Sets Sets Missing Missing Items Items letters up letters up on a on a timed timed sequencesequence


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CM Admissions Process Model – Communication CM Admissions Process Model – Communication CodesCodes

Communication Communication Code – assigned to Code – assigned to a student when an a student when an application is application is submitted.submitted.

Welcome letter Welcome letter immediately immediately assigned to assigned to student at the time student at the time communication communication code is assigned code is assigned (Drill down goes to (Drill down goes to DOC)DOC)

Other CMC codes Other CMC codes are assigned thru are assigned thru Correspondence Correspondence Request functionRequest function


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Correspondence Correspondence Requests Requests Definition – a list Definition – a list of items that are of items that are needed from the needed from the student.student.

Each of these is a Each of these is a Communication Communication Code within itself Code within itself – drill down will – drill down will take you to CMC – take you to CMC – trigger codestrigger codes

Assignment Assignment actions and Follow actions and Follow up actions are set up actions are set here alsohere also


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These “trigger” These “trigger” codes or simple codes or simple codes are codes are assigned to the assigned to the student as well, student as well, when they submit when they submit an application. an application.

In this CMC, when In this CMC, when the student the student submits their High submits their High School transcript, School transcript, the operator goes the operator goes to CRI, and marks to CRI, and marks this particular this particular code as code as “received”“received”

This will no longer This will no longer show up as part of show up as part of the student the student missing itemsmissing items


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The ADCCOLT The ADCCOLT code has a rule. code has a rule.

Only students Only students who’ve indicated who’ve indicated their admit status their admit status is “T” for transfer is “T” for transfer will have this will have this CMC.CMC.


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Assignment Action Assignment Action - yes - yes

In this case, the In this case, the Admissions Admissions Missing Items Missing Items track (the 3 track (the 3 missing Items missing Items Letters) are Letters) are assigned to this assigned to this studentstudent


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Follow Up Action - Follow Up Action - yes yes

When student When student submits all items submits all items (in the model, the (in the model, the HS transcript, Coll HS transcript, Coll transcript (if admit transcript (if admit status = T), status = T), placement test and placement test and interview.interview.

Will no longer need Will no longer need missing items missing items letters sent – at this letters sent – at this point gets point gets “Congrat” letter“Congrat” letter


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CM Admissions Process Model – ATRK Screen & RuleCM Admissions Process Model – ATRK Screen & Rule

Admissions – has screen that will automatically allow CMC codes to Admissions – has screen that will automatically allow CMC codes to be assigned - ATRK be assigned - ATRK

When rule is true, the CMC is automatically assigned – but only When rule is true, the CMC is automatically assigned – but only assigned once.assigned once.


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CM Admissions Process Model – ATRK Screen & RuleCM Admissions Process Model – ATRK Screen & Rule

ADRAPPL – Admissions Applications Received rule ADRAPPL – Admissions Applications Received rule When this rule is true, the CMC code of ADCAPPL is assigned to the student, which When this rule is true, the CMC code of ADCAPPL is assigned to the student, which

assigns all needed CMC’s Correspondence Requests, Documents and Tracks to the assigns all needed CMC’s Correspondence Requests, Documents and Tracks to the studentstudent


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The The Greater thanGreater than condition was condition was included because if a previously included because if a previously created application, before the created application, before the Admissions CM process was in Admissions CM process was in place, was opened and saved place, was opened and saved out, it would be picked up as a out, it would be picked up as a recently entered application. recently entered application.

As far as the system is concerned, As far as the system is concerned, these previously entered these previously entered applications would be considered applications would be considered new entries, and welcome letters new entries, and welcome letters would be sent out, causing would be sent out, causing confusion.confusion.

This additional condition stops this This additional condition stops this from happening.from happening.

Also left the original condition of NE in Also left the original condition of NE in

the rule, to self-document and as the rule, to self-document and as a reminder that these are true a reminder that these are true applicants and not prospects.applicants and not prospects.

The student will be picked up in this The student will be picked up in this rule on ATRK only once.rule on ATRK only once.

Admissions CM process – prospect items modelAdmissions CM process – prospect items model

Create 2 Create 2 General General Interest Interest letters, thru letters, thru DOC – DOC – same same process as process as other other DocumentsDocuments

(ADDGIL1, (ADDGIL1, ADDGIL2)ADDGIL2)


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Put these Put these 2 letters 2 letters on a trackon a track


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Then Then Create a Create a CMC code CMC code to include to include the the General General Interest Interest TrackTrack


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An addition is An addition is needed on the needed on the Admissions Admissions Application Application CommunicatioCommunication Code, to n Code, to delete the delete the General General Interest track if Interest track if prospect prospect becomes an becomes an applicantapplicant


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Two more Two more items – items – Rule and Rule and additional additional entry on entry on ATRKATRK


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If person’s initial entry into the system is thru PRSP, will be put If person’s initial entry into the system is thru PRSP, will be put onto this general interest track.onto this general interest track.

IMPORTANTIMPORTANT – if using Prospect entry, be sure to populate – if using Prospect entry, be sure to populate enough fields to establish this person into the system – for enough fields to establish this person into the system – for example, full name, address, DOB – any fields that will identify example, full name, address, DOB – any fields that will identify the person – hopefully to eliminate the possibility of duplicate the person – hopefully to eliminate the possibility of duplicate entry.entry.


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Admissions CM process – On-going Daily Process Admissions CM process – On-going Daily Process Marking Incoming CorrespondenceMarking Incoming Correspondence


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CFNC or SHAP – Rule is triggered - Student is assigned CMC codesCFNC or SHAP – Rule is triggered - Student is assigned CMC codes Admit status was T – transferAdmit status was T – transfer As items come in, mark as received – ADCINTER can be marked on As items come in, mark as received – ADCINTER can be marked on

REFA/APPT screenREFA/APPT screen

Admissions CM process – On-going Daily Admissions CM process – On-going Daily Process View Pending CorrespondenceProcess View Pending Correspondence


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Entry 2038 – Entry 2038 – ADWELC – ADWELC – Welcome Welcome Letter for Letter for studentstudent

Admissions CM process – On-going Daily Process Admissions CM process – On-going Daily Process View Pending CorrespondenceView Pending Correspondence


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Entry 2041 – ADDMISS1 – Missing Letter 1Entry 2041 – ADDMISS1 – Missing Letter 1Entry 2045 – ADDMISS2 – Missing Letter 2Entry 2045 – ADDMISS2 – Missing Letter 2Entry 2046 – ADDMISS3 – Missing Letter 3Entry 2046 – ADDMISS3 – Missing Letter 3

Admissions CM process – On-going Daily ProcessAdmissions CM process – On-going Daily ProcessPending Correspondence ReportPending Correspondence Report


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Report of any Report of any correspondence that correspondence that is waiting to be is waiting to be processed,processed,or correspondence or correspondence that was missed, and that was missed, and any error messagesany error messages

Admissions CM process – On-going Daily ProcessAdmissions CM process – On-going Daily ProcessPending Correspondence ReportPending Correspondence Report


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Admissions CM process – On-going Daily ProcessAdmissions CM process – On-going Daily ProcessProcess Correspondence Batch – Welcome LetterProcess Correspondence Batch – Welcome Letter


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Right now – only correspondence history on this student is Right now – only correspondence history on this student is that application has been received – recorded automatically that application has been received – recorded automatically



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PCBP PCBP Screen –Screen –Choose to Choose to Update Update History History and and Envelopes Envelopes and Labelsand Labels

Admissions CM process – On-going Daily ProcessAdmissions CM process – On-going Daily ProcessProcess Correspondence Batch – Welcome Process Correspondence Batch – Welcome LetterLetter


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When When Word Word opens opens and this and this appears, appears, click Yes, click Yes, then then press alt press alt – M (for – M (for merge)merge)



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A document opens, with the A document opens, with the following message. Only 1 following message. Only 1 letter was in this batch, so letter was in this batch, so record 2 was empty. Close record 2 was empty. Close this document, and …this document, and …



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……the Welcome Letters will appear, in last name order (if this was set on the the Welcome Letters will appear, in last name order (if this was set on the PCB screen). This can be printed, saved as a word document, etc.PCB screen). This can be printed, saved as a word document, etc.

Admissions CM process – On-going Daily ProcessAdmissions CM process – On-going Daily ProcessProcess Correspondence Batch – Welcome Process Correspondence Batch – Welcome LetterLetter


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Close out all Close out all documents, documents, and the and the follwing follwing Alert box Alert box appears. appears. Click OK, Click OK, and if labels and if labels were were requested requested on the PCB on the PCB screen, they screen, they will appearwill appear



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Once again, we see the Alt-m alert box – click OK…

The Select * from HEADER.DOC alert box appears – click OK, then Alt –M…

The Empty Record document appears. Close this, then the labels will appear.



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Now that letters and labels are processed, need to History the Now that letters and labels are processed, need to History the batch thru PCB…batch thru PCB…

……then Delete the batch also thru PCB…then Delete the batch also thru PCB…



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Go back to IHS, and view Correspondence History on this Go back to IHS, and view Correspondence History on this individual.individual.

Admissions CM process – On-going Daily ProcessAdmissions CM process – On-going Daily ProcessProcess Correspondence Batch – Missing ItemsProcess Correspondence Batch – Missing Items


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Student has not submitted any of the missing items – after 10 days, Student has not submitted any of the missing items – after 10 days, Missing Letter 1 would be processedMissing Letter 1 would be processed



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On July 31,On July 31,HS and College HS and College transcripts transcripts reported as being reported as being received from received from student. But, student. But, student still has student still has not had not had interview, or interview, or placement tests.placement tests.

On August 2On August 2ndnd, 2, 2ndnd missing item missing item letter is letter is processed.processed.



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Note the transcript items no longer show in the missing items listNote the transcript items no longer show in the missing items list



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Student comes in on 08/05/08 and has interview.Student comes in on 08/05/08 and has interview.



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On 08/06/08, takes placement tests – all needed items are now received.On 08/06/08, takes placement tests – all needed items are now received.



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Instead of receiving the 3Instead of receiving the 3rdrd missing item letter, student receives the Congrat missing item letter, student receives the Congrat letter, and is removed from the missing items track. This would be processed the letter, and is removed from the missing items track. This would be processed the day all items have been recorded as being received.day all items have been recorded as being received.



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……and student’s correspondence history will reflect thisand student’s correspondence history will reflect this

Other suggestions uses for Communications Other suggestions uses for Communications Management for CUManagement for CU

Notifying students of cancelled classesNotifying students of cancelled classes

Notifying advisors of new adviseesNotifying advisors of new advisees

Health Science students – Designing their very own “Welcome Letter” and Health Science students – Designing their very own “Welcome Letter” and “Missing items” procedure“Missing items” procedure

Interest letters to students – for particular programs of studyInterest letters to students – for particular programs of study

Reminders to students Reminders to students

Queries – used to generate save lists that are used as input to these types of Queries – used to generate save lists that are used as input to these types of notificationsnotifications


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Other Helpful CM ScreensOther Helpful CM Screens

CRG – Communication Code EntryCRG – Communication Code Entry (group) – works like CRI, but is (group) – works like CRI, but is used to assign a communication code for a GROUP of studentsused to assign a communication code for a GROUP of students


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BPD – Batch Procedure DefinitionBPD – Batch Procedure Definition – for creating batch template – for creating batch templateThe name – DCWELCOME, would be used in the Procedure The name – DCWELCOME, would be used in the Procedure Name field in PCBName field in PCB



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PCEX – Express Correspondence ProcessingPCEX – Express Correspondence Processing – new from R18 – good for “on – new from R18 – good for “on the fly” correspondence processingthe fly” correspondence processing

AdvantagesAdvantages - Can be used to - Can be used to generate a letter quickly, or generate a letter quickly, or re-processed due to problem re-processed due to problem with student’s record. Will with student’s record. Will automatically update history, automatically update history, & delete the batch.& delete the batch.

DisadvantagesDisadvantages – No “real” – No “real” batch is created in this batch is created in this process, so once PCEXprocess, so once PCEXruns the process, the runs the process, the correspondencecorrespondenceis gone – certain amount of is gone – certain amount of control is lost.control is lost.

Also if a letter contains an Also if a letter contains an error, it will remain error, it will remain in the system, unassigned to in the system, unassigned to a letter batch.a letter batch.



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IPC – Individual Pending CorrespondenceIPC – Individual Pending Correspondence – To review correspondence on – To review correspondence on an individual. Also can customize documents on an individual basis by an individual. Also can customize documents on an individual basis by drilling down on the individual correspondence, changes can be made – drilling down on the individual correspondence, changes can be made – EX: salutation EX: salutation

Screen 1 – all pending correspScreen 1 – all pending corresphas been processedhas been processed

Screen 2 – student still hasScreen 2 – student still hasSeveral pieces of pending Several pieces of pending Correspondence.Correspondence.



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ITR – Individual Track AssignmentITR – Individual Track Assignment – Can assign tracks here (or on GTA), – Can assign tracks here (or on GTA), and also can edit tracks on an individual.and also can edit tracks on an individual.

QUESTIONS???QUESTIONS???


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Communications Management for Curriculum

Documents

cripending correspondence

handles correspondence

entire document

fanext d document

document paragraph screen

document file setup

admissions workflow

immediatelymissing item