Use the pink drop down list in the Pupil Manager module to send a reference request to an applicant's former school. This feature is only available in the Applicants tab.
- Open the Pupil Manager module, select the Applicants tab.
- Use your preferred search method to find the pupil records that you want to work with.
The Pupil Records List is displayed:
- Select pupil records using the checkboxes next to each Pupil's Name. Check the box in the header bar to select all the records displayed.
- In the pink drop down list select Reference Letters.
The Reference Requests window is displayed:
- Click
in Statistics to view the schools where the reference requests are being sent, if required. - Select Reference Letter from the Shared tab. Contact the Help Desk if you want to amend the content of this letter.
- In Pupil Selection, select Selected Pupils. Only the pupils you have selected in the pupil records list are used in your mail merge.
- Select or upload a new:
- Letter Template. This determines the layout of your letter.
- Signature. This determines the signatory on your letter. Choose to send a letter on another person's behalf, if required.
- Label Template. This determines the layout of your address labels.
- Click Merge.
You are prompted when the mail merge is complete. - Choose to either:
- Click Download the Word Document containing the Letters. Open or Save and print the file as required.
or - Click Download the Word Document containing the Labels. Open or Save and print the file as required.
or - Click
Return to Previous Selection and Options Page. Use this to rerun the mail merge, if required.
- Click Download the Word Document containing the Letters. Open or Save and print the file as required.