Case Management Correspondence

Navigate: Case Management > Reports > Case Management Correspondence

Description

Use Case Management Correspondence to build a case-related correspondence based on your input of selection criteria.

NOTE: Role security can be applied to specific fields for this task via Configuration > Security and User Maintenance > Roles. Select a row and edit as necessary.

Steps

Create a correspondence setup to use for the Case Management Correspondence building task.

1. Click Reports and Interfaces > Correspondence > Setup > Report Setups.

2. On the Manage Report Setups screen, click Manage Templates in the Command Item bar.

3. On the Manage Templates screen, click Upload.

4. In the Choose a File to Upload pop-up, locate your mail merge file and click Open.

5. Click Manage Report Setups in the Command Item bar.

6. Click to select an item in the Reports Setup panel.

7. On the Case Management Correspondence screen, click to highlight a selection method and click Selection Criteria.

Case Search – Search by case criteria



1. On the Case Management Correspondence Selection Criteria screen, enter information in the Selection Criteria panel.

2. In the Additional Criteria panel, make a selection from the Select Filing Year drop-down list.

3. Select one or more items in the Hearing Code, Case Type, and Case Status panels.

4. In the Statistics panel, click Row Count.

5. Click Next to return to the Case Management Correspondence screen to make a selection from the Select Report drop-down list in the Report Setup panel.
Comma Delimited Case List – Search by a list of cases, separated by commas



1. On the Case Management Correspondence Selection Criteria screen, make a selection from the Select Filing Year drop-down list.

2. Enter the case numbers you want to include in the correspondence.

3. In the Statistics panel, click Row Count.
4. Click Next to return to the Case Management Correspondence screen to make a selection from the Select Report drop-down list in the Report Setup panel.
Comma Delimited Group List – Search by a list of case groups, separated by commas



1. On the Case Management Correspondence Selection Criteria screen, make a selection from the Select Filing Year drop-down list.

2. Enter the case numbers you want to include in the correspondence.

3. In the Statistics panel, click Row Count.
4. Click Next to return to the Case Management Correspondence screen to make a selection from the Select Report drop-down list in the Report Setup panel.
Comma Delimited Set List – Search by a list of case sets, separated by commas.



1. On the Case Management Correspondence Selection Criteria screen, make a selection from the Select Filing Year drop-down list.

2. Enter the case numbers you want to include in the correspondence.

3. In the Statistics panel, click Row Count.
4. Click Next to return to the Case Management Correspondence screen to make a selection from the Select Report drop-down list in the Report Setup panel.
8. On the Edit Report Setup screen, enter or edit the description.

9. Select a Case Management Data Service.

10. Select an Engine.

11. Select the Template you uploaded in Step 1.

12. Click Save.