You will need to create a mail merge letter for each of the letter types that you use.
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- Dennis Mathews
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1 Things to do before your first approvals Set-up Template Letters You will need to set-up your mail merge letters once You will need to create a mail merge letter for each of the letter types that you use. There are different results letters: the one you need for each student will depend on that student s results. The letters are: Result/description Approval of MPhil and MRes (including those with Distinction) Approval of MPhil and MRes, thesis only Approval of 2 nd MPhil (BGS will let you know if you have any) Conditional approval (These letters must be produced manually, see separate Conditional Approval Instructions document) Non-approval of MPhil, MRes and MST Letter/data file name MPhil and MRes approval letter b01 / MPhil and MRes approval data b01 MPhil and MRes approval letter b01+rep / MPhil and MRes approval data b01+rep 2 nd MPhil approval letter b01mphil2 (includes Certificate) / 2nd MPhil approval data Conditional approval letter/ Conditional approval data Non approval b19 / non-approval data Approval of MSt MSt approval letter b01mst / MSt approval data Go to the website the template letters and place markers for the data files will be saved there. Copy the letters you will use (and their matching data files) onto your computer/network. Make sure that they are saved securely. (While you are there, also download the Results for BGS file and save it with the letters and data file place-holder.) K:/Mphil roll out/instructions//things to do before your first MPhil-approving Degree Committee Meeting page 1
2 Customise the letter Open the letter Customise the draft letter to suit your own house requirements and style. You can alter the recipients of the copies but you must send copies to the College and the Development Office. Save Content of the letter Unless instructed to do so by BGS, Degree Committees must not change the wording of these letters. Periodically the non-approval letter will be updated, to reflect changes in the Statutes and Ordinances: BGS will send new wording to be inserted into your templates. K:/Mphil roll out/instructions//things to do before your first MPhil-approving Degree Committee Meeting page 2
3 Create e Process to Populate Approv val Table You will need to addd a process once, next time it will be there readyy for you Navigate to: Main menu > Records and Enrolment>Career and Programme e Informatn>Graduate Record Processing>Faculty Students Select the Add a New Value tab Please note you will only need to add a new value the first time you run this process Create a new run control ID, eg: DC_Approv vals (but, if you have access for more than one DC, please include the DC initials so that you can tell them apart when you use them) DC_APPROVALS Type GRAD in the Academic Career box Then click Add K:/Mphil roll out/instructions//things to do before your first MPhil-approving Degree Committee Meeting page 3
4 Look up your Academic Organisatio on Click Save The process is now ready for you whenever you need it. K:/Mphil roll out/instructions//things to do before your first MPhil-approving Degree Committee Meeting page 4
5 Add New Letter Value You will need to add a process once for each type of letter you send, next time it will be there ready for you Navigate to: Main menu > Community > Communications > Letter Generation Select Add a New Value Enter a name for your run control, for example, APPROVAL_LETTERS Click Add Click the Letter Code lookup From the popup window, select the letter you wish to use, then (go to next instruction) K:/Mphil roll out/instructions//things to do before your first MPhil-approving Degree Committee Meeting page 5
6 complete the rest of the fields as shown here. Address: Mailing then home Addr Name: Primary Full Salutation: Primary Full Click the Date/Merge Parameters tab at the top and then complete the From Date and To Date as shown here. From Date: 01/10/2010 To Date: 31/12/2099 Click Save (Do not forget to add another letter value for the non-approvals.) K:/Mphil roll out/instructions//things to do before your first MPhil-approving Degree Committee Meeting page 6
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