Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
title2. Save a New Communication Event to Selected Recipients

Status
colourBlue
titlestep 2
Save a New Communication Event to Selected Recipients


After creating the bulk list of students to whichever method you choose from the options above(

Status
colourBlue
titleSTEP 1
), you are now ready to save a new communication event to your selected recipients.

NOTE:

You should have a bulk list ready [following from the

Status
colourBlue
titleSTEP 1
instructions above] before you can proceed to following the instructions below. In the sample screenshot below, the Search Course screen is being used to generate the students' bulk list – this should be the initial screen prior to sending bulk communications.

You can also remove student(s) at this stage (by clicking the REMOVE button on the right – against the student record to be removed) whom you don’t want to include in the bulk communications.

Note

BE ADVISED:

Bulk actions are much harder to undo, please ensure only the required students are added to the bulk list.

Status
colourGreen
title1
Choose Student > Communication menus on the side or click the (hat)🎓icon on the top left hand corner then select the Communication(✉) menu.

Tip

Refer to the tables above under the Key Terms and Concepts for a description of the required fields below and the available merge fields you can utilise for your email body.

Tip

To edit your Communication Templates, refer to the Search, Add and Edit Content (e.g. Email Templates)knowledge article.

(

Status
colourGreen
title1
)-(
Status
colourGreen
title5
) After filling out the required fields and the email body, set the (
Status
colourGreen
title3
) Communication Status field to Sent, and click the (
Status
colourGreen
title6
) SAVE NEW COMMUNICATIONS FOR LOADED STUDENTS button.

After saving your communication/email body from the bulk list, proceed to the

Status
colourBlue
titlestep 3
Send Bulk Communications WITH Attachments instructions below if you want your communication event to have attachments, else jump to
Status
colourBlue
titlestep 4
Send Bulk Communications WITHOUT Attachments.

Expand
title3. Send Bulk Communications WITH Attachments to the Bulk List of Students/Recipients

Status
colourBlue
titlestep 3
Send Bulk Communications WITH Attachments

Image Removed

  • Click on the Student tab from the menu.

  • Click on the Communication Event option in the menu (or click on the Hat icon at the top left hand corner of the screen and then click on the Communication option)

  • Enter the Communication Name, which will become the subject of the email, e.g. CAN - Semester 1 2018.

  • Select the Communication Type, e.g. Email.

  • Select a Communication Template Message for the body of the email

  • Edit the Communication Description/Email Body field to add in any additional information or updates to the body of the message. You may choose to include options from Table 2 above (each wrapped inside curly braces eg. {email_first_name} {email_last_name} ), or add text that is to appear in the main body of your email.

  • Set the Communication Status to Sent from the drop down menu.

  • Click the Save New Communications for Loaded Students button.

  • Click the Reports tab from the menu

  • Click on the Letters option from the menu

  • Scroll to the Commonwealth Assistance Notice report and click the Get Report button

  • Check the parameters in the report section and click the Create Report for Communication Events button.

    NOTE: The instructions below assume that you have already followed the

    Status
    colourBlue
    titlestep 1
    to
    Status
    colourBlue
    titlestep 2
    instructions above.

    Status
    colourBlue
    titlestep 1
    Create the Bulk List of Students as Recipients to the Communication Event

    Status
    colourBlue
    titlestep 2
    Save a New Communication Event to Selected Recipients

    Status
    colourGreen
    title1
    After clicking the SAVE NEW COMMUNICATIONS FOR LOADED STUDENTS button, it will display all the students under the COMMUNICATION EVENT BULK LIST section with all details that you’ve filled out from
    Status
    colourBlue
    titlestep 2
    . Leave this screen for now.

    Image Added

    Status
    colourGreen
    title2
    Choose Reports > Letters menus on the side. Find the letter/report that you want to attach and click the GET REPORT button.

    In the sample screenshot below, the COMMONWEALTH ASSISTANCE NOTICE report it selected.

    Image Added

    Status
    colourGreen
    title2
    Go to the letter/report parameters section, edit the necessary filters/fields (note that the system has set some default fields to be used as intended, e.g. Unit Enrolment Status, PDF as the default document type to be attached, etc.) and click the CREATE REPORT FOR COMMUNICATION EVENTS button.

    This will take some time to complete, while each report is generated individually. The progress bar provides an indication of the rate of progress.

    Click on the Page icon to check the CAN notices are

    Image Added

    Status
    colourGreen
    title3
    After generating the report to each student/recipient, you have the option to open a sample file attachment against each student/recipient to check the content, e.g. for CAN notices – check for the correct period and are attached for the correct person for a few of the records.

  • Click on the tick boxes for the ones that are to be sent. 

  • Click on the Email Selected Recipients with Attachments button. This will take time to complete.

  • Status
    colourGreen
    title4
    Select all the students on the list by clicking on the checkbox header section. Remove the student from the list by removing the checkmark on the checkbox against the student or by clicking on the REMOVE button.

    Status
    colourGreen
    title4
    Click the EMAIL SELECTED RECIPIENTS WITH ATTCHMENTS button. The emails have now been sent.

     

    Check the

    status

    statuses of the sent emails to

    verify whether any have not been successfully sent

    check if any failed sending under the Status column. These will need to be either resent or posted.

    Image Added

    back to top

    Expand
    title4. Send Bulk Communications WITHOUT Attachments to the Bulk List of Students/Recipients

    Status
    colourBlue
    titlestep 4
    Send Bulk Communications WITHOUT Attachments


    NOTE: The instructions below assume that you have already followed the

    Status
    colourBlue
    titlestep 1
    to
    Status
    colourBlue
    titlestep 2
    instructions above.

    Status
    colourBlue
    titlestep 1
    Create the Bulk List of Students as Recipients to the Communication Event

    Status
    colourBlue
    titlestep 2
    Save a New Communication Event to Selected Recipients

    Status
    colourGreen
    title1
    After clicking the SAVE NEW COMMUNICATIONS FOR LOADED STUDENTS button, it will display all the students under the COMMUNICATION EVENT BULK LIST section with all details that you’ve filled out from
    Status
    colourBlue
    titlestep 2
    .

    Status
    colourGreen
    title2
    Select all the students on the list by clicking on the checkbox header section. Remove the student from the list by removing the checkmark on the checkbox against the student or by clicking on the REMOVE button.

    Status
    colourGreen
    title3
    Click the EMAIL SELECTED RECIPIENTS button. The emails have now been sent. Check the statuses of the sent emails to check if any failed sending under the Status column. These will need to be either resent or posted.

    back to top

    ...