The EBS Ontrack Correspondence Manager group contains the role for sending correspondence and managing templates in correspondence manager.
| Role | Allows users to... |
|---|---|
| Manage Templates | Create or edit templates in Correspondence Manager |
| Send single correspondence - applications | Generate and send correspondence for a selected application record. |
| Send single correspondence - enquiries | Generate and send correspondence for a selected enquiry record. |
| Send single correspondence - enrolments | Generate and send correspondence for a selected enrolment record. |
| Send single correspondence - interviews | Generate and send correspondence for a selected interview record. |
| Send single correspondence - learners | Generate and send correspondence for a selected learner record. |
| Send single correspondence - offers | Generate and send correspondence for a selected offer record. |
| Send single correspondence - staff | Generate and send correspondence for a selected staff record. |
| Send bulk correspondence – applications | Generate and send correspondence to multiple applicants. |
| Send bulk correspondence – enrolments | Generate and send correspondence to multiple enrollees. |
| Send bulk correspondence – learners | Generate and send correspondence to multiple learners. |
| Send multiple correspondence - application | Enables staff to send correspondence to multiple applicants from the course application screen. |
| Send multiple correspondence - enrolment | Enables staff to send correspondence to multiple applicants from the course enrolment screen. |
| Send multiple correspondence - interview | Enables staff to send correspondence to multiple applicants from the course interview screen. |