Correspondence Mail Merge Function
The Mail Merge option is accessible via the Control Panel Search hyperlink, which provides the ability to send one letter to many people at one time.
In order to find the customers you want a letter mailed to, you must perform a search with search parameters. There are three search types: Service Search, Participant Search and Job Search, which allows you to find customers with similar case characteristics and requiring the same letter.
These search pages replace the current functionality of the Cross Reference page in WAGES MIS. These searches are available by clicking the 'Searches' link on the control panel.
The Service Search, Participant Search and Job Search functions can be used as a caseload management function (i.e., Show me a view of all of my transitional cases), but these search functions also serve as the basis of the Mail Merge capability in OSST.
After entering search parameters in any of the Search screens, OSST will provide the user with a set of search results. The user can view these results, use the results to navigate to a customer's case, or use the results as a base list for a mail merge.
There is a drop down box on the Search Results page that includes all pre-formatted letters included in OSST. From this drop down box, the user can choose the letter that is to be created for the list of customers.