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2018-02-14 Future Student Activity Print

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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.

Activtity letters can be produced by the following means:

  1. From an MS Query/Mail merge based on crspFutureActivityPrint
  2. From a custom Crystal Report based on crspFutureActivityPrint
    1. Calling the report from the Future Student Crystal Reports Available menu
    2. Linking the report to the 'Print' button in Future Student Maintenance > Activity tab

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:

FieldVaue
CodeOFFER (or other code as required)
DescriptionLetter 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.

ReportCodeIf you have created a Crystal Report that uses stored procedure crspFutureActivityPrint then the report code can be entered here. This is used by the Print button

 

See luActivity configuration documentation for more information.



Stored Procedure 

Stored procedure: crspFutureActivityPrint 

Description: Return all Future Student Activities which have not been previously printed. Mail Request Flag must be on for the activity (luFutureActivity)

Query update: The FutureStrudentActivity table is updated with MailedBy and MailedDate for any activities matching the activity code and have Mail Request ticked. It will only update records where the MailedDate is blank.

Dataset output:


Parameters:

NameTypeDescription
@ActivityVARCHAR(15)Activity code as created in lookup table luActivity
@MailedDateDATETIMELeave as blank to pick up all activities that do not already have a "MailedDate"
@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.

Future Student Maintenance - Contacts tab

@ActivityCreatedByVARCHAR(30)Optional filter to only include activities created by a specific user. This is not available from the 'Print' option on the activities tab.
@MailedByVARCHAR(50)Optional override of the Mailed By user name. This is not available from the 'Print' option on the activities tab.



Adding Activities

Future Student Maintenance - Activity tab



Extracting Data for Activity Letters

MS Query


Crystal Report - via Crystal Reports Available


Crystal Report - via Print button on Future Student Activities

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