Audio Transcript

Configuring attendance letter templates enables you to create custom headers to be printed on attendance letters when they’re generated. These templates can then be connected to attendance letter thresholds. Let’s navigate to the Entity Group Year Configuration setting within the Attendance module. We’ll select the Attendance Letter Templates tab and begin adding an attendance letter template. For our video, the Entities field defaults to the current entity we’re working in and cannot be updated. Let’s enter a description to further define this attendance letter template. We’ll leave the Default box checked since this will be the default attendance letter template. Let’s click Save. We see the Attendance Letter Template Details with the information we just configured display. We can define whether we want anyone who receives this letter, all families, or just the first family only to be able to print it. For our example, we’ll leave it as is. Additionally, we could also choose to sort each student’s information by certain criteria, such as if we wanted students to display by homeroom, then their name. In this case, we’ll also leave these options as is. Let’s select the Header tab to begin customizing our header. Under the Header Fields heading, we can choose what information we want displayed on our headers. The column fields default to 2 and we’ll leave them as is for this video. Within the first Field option, we want our students’ names to display. Let’s choose this option from the drop-down list. For the next Field option, let’s select Guardian Name. In the third Field option, we’ll choose to attach the student addresses. Under the Header Setup heading, we can determine if we want to print these headers to fit a windowed envelope. We’ll leave this unchecked for our example. If we have a logo that we want to attach, we can do so now within the Logo field. Next, we can configure how we want student names to be formatted. For this example, we’ll choose to have student names displayed as First Middle Last. Let’s select the same option for the Guardian Name Format field as well. We’ll leave the Advisor Name Format and Superintendent Name Format fields as is. Let’s click Save Changes to save our configurations. Under the Header Preview heading, we’ll see an example of how our headers will look based on our configurations. Lastly, let’s select the Legend tab. From here, we’ll specify that we want to print a legend on our attendance letter that displays the attendance type and reason. We can then save our changes to complete the process. Now that you know how to create attendance letter templates, you can ensure that you’re able to customize your attendance letter template headers to display the correct information.