Batch Correspondence

Navigate: Closed Case Management > Batch Processes > Batch Correspondence

Description

NOTE: This task may not apply to your jurisdiction.

The Batch Correspondence task is used to generate mass correspondence (i.e., hearing notice, final order of determination) for a group of cases based on specific criteria (i.e., a specified date range). In addition, this task can be used to update the case status of matching cases upon completion of the correspondence generation process; optionally generating an additional correspondence to a mass PDF file.

Steps

On the Batch Correspondence screen, make a selection from the Select Process drop-down list. The drop-down list contains configured event types.
Select the Report Options.

Use date for range – Select how to search for cases. Options include: Decision Date, Scheduled Date or Received Date.
From/To – Enter the date range for the selected date type.
Select case status to include – Select at least one case status; the application defaults to include all case statuses.

NOTE: Security can be set for this drop-down list.
Create mass PDF file? – When selected, a mass PDF file is generated to the specified File Path, in addition to the individual correspondence which is created and attached to the case.
File Path – Enter the file path for the mass PDF file, if applicable.

Select Update Status options.
Select the Resulting case status on completion of the process. This field is not required; however, if a selection is made, all cases which are included in the correspondence generation process are updated with the selected status.

NOTE: Security can be set for this drop-down list.

Select Schedule Options.

Use the calendar picker to select a date and time to run the process; or
Leave this field blank to run the process immediately.

Click Finish.
Click Close to end the task.

Tips

When a case status is changed, a Status Maintained event is triggered, which captures caserecordid and status as artifacts for the event.