14
Scribe – The Third Training Session Tuesday, April 24, 2012 Connect to Audio: Dial 877-746- 4263 Enter Participant Code 02 11 940# Please mute your phones before the webinar begins to ensure there are no interruptions. DO NOT place your phone on hold during the training.

TenMastery Series Winten 2 webinar

Embed Size (px)

DESCRIPTION

TenMastery Series Winten 2 webinar. Connect to Audio: Dial 877-746-4263 Enter Participant Code 02 11 940# Please mute your phones before the webinar begins to ensure there are no interruptions. DO NOT place your phone on hold during the training. Scribe – The Third Training Session. - PowerPoint PPT Presentation

Citation preview

Scribe – The Third Training Session

Tuesday, April 24, 2012

Connect to Audio:•Dial 877-746-4263•Enter Participant Code 02 11 940#

•Please mute your phones before the webinar begins

to ensure there are no interruptions.

•DO NOT place your phone

on hold during the training.

Sherry Hosler Phone: 877-359-5492 x1245

Email: [email protected]

Connect to Audio Dial 877-746-4263 Enter Participant Code 02 11 940#

4/24– Scribe – The Third Training Session Instructor – Sherry Hosler

5/1 – Statements in TAR Instructor – Ruth Anne Marshall

5/8 – Retro Rent and Repayment Agreements Instructor – Gina Weaver

5/15 – Credit Balances in TAR Instructor – Melissa Newton

5/22 – EID and Community Service Instructor – Mark Huffer

5/29 – Scribe – The Fourth Training Session Instructor – Sherry Hosler

Review the February & March Trainings Review how to add Parameters to Letters Learn how to add Calculated Fields to

Letters Learn how to create Sub-Reports Learn how to use a Sub-Report in a Letter Learn how to convert Form Letters to

Scribe Letters After Training

1) We discussed concerns2) We went over some new terms3) We went over the basic structure of a

letter4) We went over Batch Printing5) We went over Creating a Basic Letter

From the Home screen, click the arrow beside Setup of Scribe.Then click Form Letter Conversion.

You MUST scroll to the right and select a Data Source and Scribe Data Map (always Tenmast

Form Letters)

You can select specific letters to Convert or Check All.Click the CONVERT button and let the magic happen!

Converted - LIFE IS GOOD The letter is ready to use in Scribe

Warning- There are Form Letter fields that did not match a Scribe Data field. Did you forget to select a data source

before trying to convert?Add the source and try to convert again.

Not Converted - No Hope Probably a bad letter in WinTen2 also. You

will have to type this one manually.

I tried again and it still gave me a warningCheck the converted letters. This one was

probably converted but the data fields need to be repopulated manually before you can run the letter.

No conversion at allGo to designer and build a letter

Support877-359-5492

Websitewww.tenmast.com

User ConferencesApril 17th – 20th,

2012Registration

Opened October 17, 2012

Tenmast Forums