Publications

Each matter in the queue has a checkbox, allowing publications to be printed for all, or only selected, matters. The list is filtered by the user's office by default. Each matter also has an Edit/Delete link that displays the publications selected and allows adding or removing publications for that matter.

Each 'run' of the queue listed on the Print History tab contains a View/Reprint link. That link displays the details of the run and allows the publications for individual matters to be reprinted or the entire packet to be reprinted.

Reporting on Publications

Agencies can report on the publications generated by title, date generated, Case ID, problem codes, and so on. In the Reports module, the top level data table is called Publications.

Administrative Setup

Uploading Publications

Publications are uploaded on the Admin / Documents page using the "Create New Publication" link.

Each publication can be marked as a "Common" publication, or associated with one or more Problem Codes and Related Problem Codes, and associated with one or more Languages.

Each publication's profile page also displays a Publication History section that is a list of all cases or intakes the publication has been used with.

Uploading Cover Letters (optional)

Administrators can enable the Cover Letter option in the Publications block, allowing users to select from a list of one or more cover letters to send with any selected publications.

Cover letters are uploaded on the Admin / Documents page using the "Create New Publication" link.

Select Yes for Template if the cover letter should use information from the intake or case to fill in template field markers. (See Document Templates - Creating and Editing for more information)

Select Yes for Cover Letter, then optionally select office(s) and problem codes(s). These relate to the Publications block option to "Calculate Cover Letter" based on the case's assigned office and problem code.