16.2 Letters

From this menu you will be able to generate letters as per predefined format and send automatically to selected students. To do this, follow the instructions below:

16.2.1 Once you have logged in to RTOmanager, click Reports on the main menu. By default you will go to the generate reports page as shown in figure 16.2a.

Figure 16.2a

16.2.2 Click icon in figure 16.2a. You will go to the Generate Letter page as shown in figure 16.2b.

Figure 16.2b

16.2.3 Select the desired letter you want to send in the figure 16.2c. Figure 16.2b should now appear as shown in figure 16.2c.

Figure 16.2c

16.2.4 Finally click. The list of student matching the criteria will be displayed as shown in figure 16.2d (only one student matching the criteria in this case).

Figure 16.2d

16.2.5 Select the student that you want to send letter and tick all the check boxes as per your requirement as shown in figure 16.2d. Ensuring everything is selected/checked, click. The letter will be automatically despatched to the student, recorded in the communication log.

Tip: You have various options to select before sending the letter as seen below in figure 16.2e. Select to your choosing by simply ticking the checkbox

Figure 16.2e

Note: To export letters current data to excel click �and to export in CSV click as indicated by the blue arrows in the above figure 16.1c

 

Similarly you can select any letter available in the dropdown menu in figure 16.2b to generate letters of your choice. Also note that if there are no letters in the drop down menu then a user who has the rights to create letters (sadmin) should first create letter templates and setup initially from Report main menu. Please note that this option is only available for sadmin user.