Overview
Future student activities can be used in conjunction with a SQL stored procedure to generate a report or dataset used to produce letters or merged documents specific to the activity code. The procedure updates the activity records to indicate when the letters were produced and also outputs a dataset that contains the future student contact information.
Activity letters can be produced in bulk by the following meansmethods:
- Stored Procedure - Using a stored procedure crspFutureActivityPrint to produce a Crystal Report or MS Query/Mail Merge. The benefit of using the stored procedure is that it will back-update the activity records with the mailed date and mailed by (logged in user) fields. This procedure cannot be used with the Print button in Future Student Maintenance > Activities tab.
- View - From a custom Crystal Report based on vFutureStudentActivities and calling the report from either Crystal Reports Available menu or using the Print button in Future Student Maintenance > Activities tab. The benefit of using this method is that the Print button can be used from the Activities tab in the maintenance programs (eg. Future Student Maintenance).
Activity Configuration
Generally letters may be produced for letter of offer or interview bookings, the following example will set up a code for "Letter of Offer" that can be used to flag students to receive the offer letter.
Firstly the lookup table luActivity needs to be configured as follows:
| Field | Vaue |
|---|---|
| Code | OFFER (or other code as required) |
| Description | Letter of offer (or other description as required) |
| MailRequestFlag | Checked - this automatically sets the "Mail Request" flag when adding new activities and the stored procedure specifically only includes activities with this ticked.
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| ReportCode | If you have created a Crystal Report that needs to be linked to the Print button of the Future Student Activity tab then enter the report code here. The report must be based on a view that contains the field "ActivitySeq", as the Print button will automatically filter on the selected Activity sequence. |
See luActivity configuration documentation for more information.
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Adding Activities
In Future Student Maintenance > Activities tab, press Add
Select the required Activity Code and ensure that the Mail Request flag is ticked.
Optionally populate the status, follow up fields and comment.
For more information: Future Student Maintenance - Activity tab
Extracting Data for Activity Letters using crspFutureActivityPrint
One method of extracting acitivity data and contact information is using a stored procedure via MS Query or Crystal Reports. This would normally be used to bulk-generate letters and not used for individual letters via the Print button in Future Student Maintenance.
Stored Procedure explained - crspFutureActivityPrint
The stored procedure crspFutureActivityPrint is not used by the Print button on the Activity tab of Future Student Maintenance. It can be used directly by MS Query or Crystal Reports to extract data for letters and update the Mailed Date/By fields after report generation.
Stored procedure: crspFutureActivityPrint
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All fields from vFutureContactAddress, activity information, activity follow up details (staff, dates etc). The data returned should be sufficient for generation of a mail merge or Crystal Report that generates letters specific for the future student and addressed to their contacts. If there are multiple contacts with the Mail Flag ticked (Future Student Maintenance > Contacts tab) then a records is returned in the dataset for each contact - for example split families requring a letter to each parent.
Parameters:
| Name | Type | Description |
|---|---|---|
| @Activity | VARCHAR(15) | Activity code as created in lookup table luActivity |
| @MailedDate | DATETIME | Leave as blank to pick up all activities that do not already have a "MailedDate". By default the procedure will return all records with a blank mailed date as well as all records that have a mailed date of the current date (ie. letters were generated today but perhaps need to re-run the merge). |
| @IgnoreMailFlag | BIT | If set to 0 then the stored procedure will only return future student contacts that have the Mail Flag ticked. This is not available from the 'Print' option on the activities tab. |
| @ActivityCreatedBy | VARCHAR(30) | Optional filter to only include activities created by a specific user. This is not available from the 'Print' option on the activities tab. |
| @MailedBy | VARCHAR(50) | Optional override of the Mailed By user name. This is not available from the 'Print' option on the activities tab. |
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In Future Student Maintenance > Activities tab, press Add
Select the required Activity Code and ensure that the Mail Request flag is ticked.
Pupulate the status
For more information: Future Student Maintenance - Activity tab
Extracting Data for Activity Letters
Extracting data with MS Query
This provides the most flexibility over the letter content, as it can be changed on the fly.
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| Code Block |
|---|
OFFER 2018-02-14 00:00:00.000 C 11004 Abdullah Aden Mr Aden Dukker Mr A Abdullah sa (... +all other fields from vFutureContactAddress) OFFER 2018-02-14 00:00:00.000 C 11004 Abdullah Aden Mr Aden Dukker Mr A Abdullah sa +records for every activity and corresponding future student contact with mail flag ticked. |
Extracting Data with a Crystal Report - via Crystal Reports Available
Create a Crystal Report based on crspFutureActivityPrint then create a custom selection screen to match the parameters required by the stored procedure and any other optional paremeters needed to be passed in for formatting or further data filtering.
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Extracting Data for Activity Letters using the Print button
To generate individual letters on the fly from a Crystal Report based on activities.
Crystal Report Requirements
Create a Crystal Report based on a view that contains the following fields:
| FieldName | Details |
|---|---|
| ActivitySeq | Must be in the dataset used, for example vFutureStudentActivities.ActivitySeq |
| ContactType | Required only if luActivity.ReportPromptContactType flag is ticked for the selected activity code. Create as a report parameter. |
| Activity | Report parameter - can be used for optional additional filtering |
| MailedDate | Report parameter - can be used for optional additional filtering or back update of the database *database update would require a custom report and stored procedure |
| MailedBy | Report parameter - can be used for optional additional filtering or back update of the database *database update would require a custom report and stored procedure |