Communications module

Note: The Communications module supersedes the Correspondence module.

Unlike the Correspondence module, which records correspondence related to a POS record, the Communications module can be used for all communications (letter, fax, email, phone call) related to a registration or POS transaction. Additionally, the Communications module allows for formatted letters, unlike the Correspondence module which only allows simple text.

The Communications module can be used for all communications related to a registration or POS transaction. Additionally, the Communications module allows for formatted letters (not merely simple text). The Communications module is used to:

  • Create templates for standard outgoing correspondence (letters, etc.)
  • Record all incoming and outgoing communications for registration and POS records.

A Communications record includes:

  • Details of the type and direction (sent / received) of the communication.
  • Recipient / sender details.
  • The text of the correspondence.

Typical Communications module tabs and their purpose

Note: As every institution is able to customise Vitalware to suit its requirements, there are many different versions of Vitalware. Even where institutions have the same modules, the tabs included in each instance of the module may be different; and even where institutions have tabs with the same name, the fields on those tabs may be different. For that reason this section only provides a general description of modules, tabs and fields.

Note: Use the Field Level Help to find a description of a field as it is used in your organisation. A field description can be added to every field, describing its specific use by your institution.

Tab Description

Details

Holds details of the correspondence, including the type and direction (sent / received) of the correspondence, and recipient / sender details.

Communication

Holds the formatted text of a communication or of a template, and the Method of communication (email, fax, letter, phone call).

If this Communications record is for a template (not simply recording the text of a communication), the name of the template is listed in the Template drop list, and the text of the template can be viewed as HTML on the HTML tab.

Note: The HTML tab only displays when Templates is selected from Type: (Correspondence Details) on the Details tab.

See How to enter text for a Letter / Template for details.

HTML

The HTML tab displays the HTML of content entered on the Communication tab. The HTML can be edited.

Note: The HTML tab only displays when Templates is selected from Type: (Correspondence Details) on the Details tab.

Security

See Security tab for details.

Audit

See Audit tab for details.

Admin

See Admin tab for details.