Letters and warnings are formal communications or notices issued to students. Letters serve various purposes, such as academic, administrative, or compliance-related matters, while warnings address violations or failures to meet required standards, often requiring corrective action. To access the Report Template Screen, navigate to the Report Template section under the Admin tab.
Note: On the Report Template screen, you can search for letters and warnings using the magic search box. A drop-down menu will appear with various options such as Agent, Employer, School, Student, Applicant, Application, and Enrolment letters and warnings.
You can choose any option as per your requirements.
Steps to customise the Letter and Envelope template in TEAMS
You can download the master template of the report. This template includes merge fields, which allow for quick and efficient customization. For instance, to include details like a student’s number or name, simply copy and paste the appropriate merge fields from the template. When the report is generated, TEAMS automatically fills these fields—such as the student number or name—based on the current data in the system, ensuring accuracy and consistency in each report.
These merge fields are organized into two categories
- Individual Merge Fields
- Tables
Individual Merge Fields
Merge fields, enclosed in curly brackets, enable the system to automatically populate information such as student numbers or names. To use these fields, copy the relevant merge field from the master template and paste it into your custom template. Ensure that the curly brackets are included when copying, as they are necessary for the system to populate the data accurately.
Tables
Tables are essential for customised templates in the system as they help organise and display information such as application details, subject lists, or fee instalments. Each table contains special embedded bookmarks, which the system uses to identify where to start and stop inserting data, ensuring that the relevant information is printed correctly.
Note : Columns in these tables must not be deleted as it affects the system's ability to display data accurately.Â
Uploading Custom Report Templates in TEAMS
You can generate a student letter or warning by selecting the icon at the top right corner of the Student Dashboard.
It will display a pop-up window with the information about the template. Once you click the Generate button, the system will process the request.
A notification will confirm the successful generation of the letter or warning.
The report status is displayed on the Report Dashboard, where you can download it as a PDF or Word document.