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

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Send Bulk Communications WITH Attachments

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

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to
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instructions above.

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Create the Bulk List of Students as Recipients to the Communication Event

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Save a New Communication Event to Selected Recipients

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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
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. Leave this screen for now.

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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.

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Go to the letter/report parameters section, edit the necessary filters/fields (note , and click the CREATE REPORT FOR COMMUNICATION EVENTS button.

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

However, for some reports, you still have to set the fields correctly for it to run/generated properly. An example would be for CANs, make sure that your Census Dates are set accordingly, see Edit Time Period

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Add a Census Date Workflow.

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

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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.

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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.

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Click the EMAIL SELECTED RECIPIENTS WITH ATTCHMENTS 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.

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