Letter Designer July 2013

Transcription

1 Letter Designer July 2013

2 This document is intended for restricted use only. Infinite Campus asserts that this document contains proprietary information that would give our competitors undue advantage should they come into possession of any part or all of it. As such, this document cannot be publicly disclosed unless so ordered by a court of competent jurisdiction Infinite Campus, Inc. All rights reserved. INFINITE CAMPUS and Transforming K12 Education are registered trademarks of Infinite Campus, Inc. The INFINITE CAMPUS logo is a trademark of Infinite Campus, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or any means, electronic or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, by anyone other than Infinite Campus, Inc. without written permission of Infinite Campus, Inc., th Avenue NE, Blaine, MN 55449, tel. (651) , info@infinitecampus.com.

3 Letter Designer Creating a New Letter Format Campus Field and Sub-Report Options Letter Formats PATH: Ad hoc Reporting > Letter Designer The Letter Designer allows districts to create custom reports or letters using a WYSIWYG editor. Letter formats created within the Letter Designer can be used by many users and generated as many times as desired. Image 1: Letter Designer Editor Creating a New Letter Format To begin creating a new letter format, select the Blank Form Letter or Addressed Form Letter radio button as well as the New Format button. See the Letter Formats section below for more information about these options. 3

4 Image 2: Creating a New Letter Format Users will be directed to the WYSIWYG editor. Standard text formatting options are available. 4

5 Image 3: Letter Format Editor 5

6 Creating a New Letter Enter a Name. This is used to identify the letter within the Letter Designer and Letter Builder tools. Enter a Short and/or Long Description about the letter. Information written within these fields will display for users when modifying or editing the report. Text entered in the Long Description field will display on screen when the filter is selected within the Letter Builder and Letter Designer tools. Select the Font, Size, Font Color and any other formatting options within the text format bar. Begin writing the letter within the text field. To include dynamic Campus Field options and sub-reports, select the two buttons on the far-right side of the text format bar. See the Campus Field and Sub-Report Options section below for more information. Select a user group in the Organized To field. This field allows users to designate which user group has rights to view and generate this letter format. Select the Save Format button. The report format is now saved and available for use in the Letter Builder tool. Campus Field and Sub-Report Options One important aspect of the Letter Designer tool is its ability to include Campus fields and sub-reports within letter formats.these options allow reports to dynamically pull and display specific student data for each student within the generated letter. Any fields displaying in red text have been deactivated. Use the Element Replacement tool to replace them with updated fields. Campus Field Options To include Campus fields within a letter, select the small icon on the right-hand size of the text format bar. 6

7 Image 4: Inserting Campus Field Options Once the Campus field options icon is selected, users are presented with the Campus Field Properties editor. Much like other Ad hoc field editors, users are able to select Campus fields related to student data. 7

8 Image 5: Selecting Campus Fields To insert Campus fields within the letter, select the field from the Campus Field Properties editor. The selected field will appear within a dotted blue-lined box in the text field. 8

9 Image 6: Identifying Inserted Campus Fields In the example above, a student's first name, middle name, last name, birthday, State ID and IEP Plan End Date are pulled into the report. Now, every time this report is generated, each student being reported will pull their unique data for these fields into the letter. Campus Sub-Report Options To include Campus sub-reports within a letter, select the small icon on the right-hand size of the text format bar. 9

10 Image 7: Inserting Campus Sub-reports Once the Campus sub-report options icon is selected, users are presented with the Campus Sub-Report Properties editor. 10

11 Image 8: Selecting Campus Sub-Reports To insert a sub-report within the letter format, select the sub-report from the Campus Sub-Report Properties editor. The sub-report will appear within a dotted red-lined box in the text field. 11

12 Image 9: Inserted Campus Sub-Report In the example above, the Course Mark Summary sub-report was included within the letter. Now, when this leter is generated, a sub-report summarizing the student's related data is included. Letter Formats Users have the ability to generate letters in Blank Form or Addressed Form Letter format. The Blank Form Letter format will generate the letter exactly as it was created within the Letter Designer. 12

13 Image 10: Blank Form Letter Format The Address Form Letter format will generate the same information as the Blank Form format but include the student's address information at the top. This format is useful for letters printed and mailed to parents/guardians. Image 11: Address Form Letter Format 13