Creating a Placement Letter

Creating a Placement Letter

Creating a Placement Letter

If you do not have access to the Placement Letter form, please contact SETWorks to have it turned on.

Overview

There are 3 steps to creating a placement letter:
  1. Create a "Job Placement".
  2. Create the "Placement Letter Form".
  3. Click "generate report".
Detailed instructions are below.

Creating a Placement Letter

Open the client record, navigate to the "Job Placements" tab, and create a Placement for the client.  
When entering the placement, make sure the correct authorization is tied to the placement.  
The same authorization will need to be selected when creating the form




Navigate to the Forms tab, and select "Placement Letter" from the Forms drop-down field.  When creating the form, make sure that the same authorization selected in the placement is selected in the Form.





Once the form has been created, sign off on the form, and then click generate report to generate the Placement Letter.  The report will open in a new tab in the browser.  From there, the Placement Letter can be printed or exported into PDF or Word formats.






Troubleshooting

The Phone Number field isn't populating. What do I need to change in order for it to appear?
The Phone Number field on the Placement Letter form is automatically populated from the Supervisors' Work Phone Number. 
If your form doesn't display the Phone Number like in the screenshots above, check for the following three things:

1. Ensure that you've selected the correct authorization on the form and that the client's job placement is associated with that authorization:



2. Ensure that the Job Placement has a "job supervisor" selected:



3. Ensure that the Employer record has a Primary Contact entered and that the Primary Contact has a Work Phone Number entered:





The Placement Letter form will only display the Phone Number if it is of the "Work" Phone Type. 

Advanced Troubleshooting


If the above steps still don't make the Phone Number appear, have your SETWorks administrator check the Phone Type configuration in the Phone Type Utility. 

In order for the Placement Letter to display the phone number, the following Phone Type field must be available:
Code: EMPLOYERCONTACT_WORK 
ApplicableEntityCode: EMPLOYERCONTACT 


    • Related Articles

    • Creating a New Form in the Form Builder

      Creating a New Form in Form Builder This is a client facing tool that allows you to create and manage your own forms for users, consumers, providers, employers and even as addition to individual billable activity records! Terminology can be modified ...

    • Creating Your First Report

      Creating Your First Report Watch the video: Creating your first report - Watch Video Step-by-step instructions: To open the Advanced Report Builder, click on Settings, then Provider Build, and then the "Advanced Report Builder" button. (If you do not ...

    • Creating a Question

      Creating a Question in Form Builder There are many types of questions you can create (Headers, Lists with check boxes and drop down style lists just to name a few of many), but for this section of the Form Builder tutorial we are just going to go ...

    • Creating Your First Task

      How Do I Create a Recurring Task? Administrators Tasks are the best way to remind staff about an event or task that occurs regularly. For example, you can use Tasks to remind staff to create a monthly progress review form, or an annual ISP form. In ...

    • Creating a Funding Source and Contract

      How to Create a Funding Source and Contract Administrator This article will walk through the process of creating a Funding Source and Funding Source Contract. Terminology can be modified within SETWorks to better fit the needs of your organization. ...