Custom Letter Sent Summary

Contents ShowHide

The Custom Letter Sent Summary screen displays statistics about communications that have been submitted.

Custom Letter Sent Summary screen

Screen Access

Display the Send Form Letters screen > Perform a search to populate the editable data grid > Select the Custom radio button in the Form Letter Type radio button group > Click the Send button > Complete the Custom Letter Sent information > Click the OK button.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "Custom Letter Sent Summary".

All text and value labels are read-only.
The Exceptions Details button is visible and enabled.

The Close button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Custom Letter Sent Summary screen are visible and enabled when:

The screen is active.

If one or more special conditions exist that affect a control on the Custom Letter Sent Summary screen, the condition(s) are documented for that specific control below.

Communications Summary value label

View the text "Communications Summary" in the Communications Summary value label.

The information displayed is read-only.

Letter text and value label

View the name or type of the communication sent in the Letter text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Recipients text and value label

View the recipients to whom the communication was sent in the Recipients text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Letters Printed text and value label

View the number of letters printed in the Letters Printed text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Labels Printed text and value label

View the number of mailing labels printed in the Labels Printed text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

E-mails Submitted text and value label

View the number of e-mails submitted in the E-mails Submitted text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Faxes Submitted text and value label

View the number of faxes submitted in the Faxes Submitted text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Activities Recorded text and value label

View the number of events and follow-up activities recorded in the Activities Recorded text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Exceptions Recorded text and value label

View the number of exceptions recorded that occurred while letters were being generated and submitted in the Exceptions Recorded text and value label.

At most, one exception will be recorded per letter generated.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Exceptions Details button

Click the Exceptions Details button to display detailed information about the exceptions (if any) that occurred while processing custom letters.

If there are exceptions noted, the Exception Details screen displays when the button is clicked. If there are no exceptions noted, a standard information message (I0034) displays when the button is clicked.

The control is not visible when:

There are no exceptions recorded.

It has a mnemonic of "T".

Close button

Click the Close button to close the screen.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

If no exceptions have been recorded, the Send Form Letters screen displays when the button is clicked.

If exceptions have been recorded by not yet reviewed by the user, a standard confirmation message displays prior to displaying the Send Form Letters screen.

The system displays the C0040 standard confirmation message. The options of Yes and No are available. If the user clicks Yes, the Send Form Letters screen displays. If the user clicks No, the user is returned to the Custom Letter Sent Summary screen.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Control Type	Table. Column	Notes
Letter	value label	·	Always "Custom Form Letter".
Recipients	value label	·	Always "Multiple Recipients".
Letters Printed	value label	·	Total number of letters generated and submitted to the user's Document printer.
Labels Printed	value label	·	Total number of labels printed matching the number of letters generated.
E-mails Submitted	value label	·	Total number of e-mails generated and submitted to the E-mail server.
Faxes Submitted	value label	·	Total number of faxes generated and submitted to the Fax server.
Activities Recorded	value label	·	Total number of events or follow-up activities generated during the batch.
Exceptions Recorded	value label	·	Total number of exceptions recorded during the batch.

|

Software Version: 2.40.00