Letter Designer

Tool Search: Letter Designer

The Letter Designer allows districts to create custom reports or letters using a WYSIWYG editor. Letter formats created within the Letter Designer can be used by many users and generated as many times as desired.

Screenshot of the Letter Designer editor.Letter Designer Editor


Read - View the Letter Designer tool.Write - View and modify existing letters.Add - View, modify, and create new letters.Delete - Delete existing letters.

For more information about Tool Rights and how they function, see the Tool Rights article.

Create a New Letter Format

  1. Enter a Name. This is used to identify the letter within the Letter Designer and Letter Builder tools.
  2. Enter a Short and/or Long Description about the letter. Information written within these fields will display for users when modifying or editing the report. Text entered in the Long Description field will display on screen when the filter is selected within the Letter Builder and Letter Designer tools.
  3. Select the Font, Size, Font Color and any other formatting options within the text format bar.
  4. Begin writing the letter within the text field. To include dynamic Campus Field options and sub-reports, select the two buttons on the far-right side of the text format bar. See the Campus Field and Sub-Report Options section below for more information.
  5. Select a user group in the Organized To field. This field allows users to designate which user group has rights to view and generate this letter format.
  6. Select the Save Format button. The report format is now saved and available for use in the Letter Builder tool.

See the Letter Formats section below for more information about these options.

screenshot of the new format button highlightedNew Letter Format
 

Users are directed to the WYSIWYG editor. Standard text formatting options are available.

Inserting an Image into a Letter

Images in any of the approved formats can be added to letters. If you have trouble with a .JPEG image in FOP, try opening it with an image processing program (such as Photoshop or Gimp) and then save it. Specifying 24-bit color output may also help.

For the PDF and PostScript renderers, most .JPEG images can be passed through without decompression. Grayscale, RGB, and CMYK color spaces render properly; however, for other output formats, the .JPEG images have to be decompressed.

Refer to the WYSIWYG Editors article for more information.

screenshot of the letter format editor

Letter Format Editor

Preferred Language Setup

This format screen allows the input of the actual body of a letter. Letters can be created in several languages (see the Preferred Language Letter Setup section below). A school can create an Attendance letter in however many languages are needed, but it must first be entered in the selected Default Value.

Infinite Campus does not provide translation services.

Districts must use their own resources when creating communication to parents/guardians, students, staff, etc. in another language.

Letters must exist in the assigned default language (see Step 1). Text can be entered for additional languages, as needed for the district's population. Two things must be done:

Existing language codes should not be modified. Access to letters is lost until the original code is recreated. If that language code is assigned to any person, that assignment is lost as well.

Step 1. Enter the Preferred Language Default Value

PATH: System Administration > Custom > Attribute/Dictionary

Enter the desired Default Value for the Preferred Language. This value is used to show the Default Language Preview when creating letters in other languages, and if no Preferred Language has been assigned to an individual (Step 3), letters generate in this default language.

  1. Expand the Contact object.
  2. Click on Preferred Language element. A Campus Attribute Detail editor displays.
  3. Enter the appropriate Default Value. This could be en_US, es_MX, or another abbreviation that matches the Code assigned to the Languages entered in the Dictionary list. The entered value must match the Dictionary Code for that language.

screenshot of the default value field highlighted within an attribute

Preferred Language Default Value 

Step 2. Add Language To Attribute/Dictionary

PATH: System Administration > Custom > Attribute/Dictionary

Languages available here are used in the Preferred Language Selector and control the list of languages.

  1. Expand the Preferred Language attribute and select Dictionary. A Preferred Language Dictionary Detail editor displays.
  2. Click the Add Row button in the far right corner of the Detail editor.
  3. Enter a Code, Name and Sequence for the language.
  4. Mark the language as Active.
  5. To add more languages, click the Add Row in the right hand corner, and repeat steps 3 and 4. 
  6. Click the Save icon when finished.

The Language Code can be up to 15 characters in length.

screenshot of preferred language within the attribute dictionary

Attribute Dictionary - Preferred Language

All languages except en_US and the language identified in the Default Value field can be added or removed. As the default preferred language, it is the assumed language when an individual does not have a Preferred Language assigned. Letters do not generate at all if this language is removed. The Code entered in the Dictionary must match the Default Value.

screenshot the default value matching the dictionary

Default Value Matches Dictionary Code

Because of a configuration with Email Messenger settings, en_US should never be removed from the Preferred Language Dictionary.

Step 3. Assign Preferred Language to Parent/Guardian

PATH: Census > People > Demographics > Personal Contact Information

Assign the Preferred Language to the parent/guardian who receives an attendance letter. This field can be assigned to all persons in Campus, as well. It's used to send other sorts of messages to parents/guardians, staff and students.

Parents/guardians can also select the Preferred Contact Language on the Contact Preferences editor in the Campus Portal.

screenshot of the preferred language field highlighted in the demographics tool

Preferred Language Assignment

Step 4. Create the Letter in the Default Language

Create the letter in the Default Language.

screenshot of selecting the preferred language within the letter designer

Preferred Language Display

Default Language: English

In the following example, en_US: US English is the Default Language.The Attribute/Dictionary has been entered as follows:

  • Preferred Language Default Value: en_US
  • Preferred Language Dictionary Value Code: en_US

When the same letter is created in another language, the English version displays as the Preview.

screenshot of writing a letter in spanish and it appearing in english

Default Language: es_MX

In the following example, es_MX: Spanish (Mexico) is the Default Language.The Attribute/Dictionary has been entered as follows:

  • Preferred Language Default Value: es_MX
  • Preferred Language Dictionary Value Code: es:_MX

screenshot of setting the default language to spanish

Spanish Default Language Setup

When the same letter is created in another language, the Spanish version displays as the Preview.

screenshot of entering english and having it translate to spanish

Preferred Language in Spanish Letter Preview

When finished, choose the applicable Organized To: option and click the Save Format button. Follow your district's standard procedure to print and generate attendance letters. Letters in English and letters in non-English generate in the same collection of letters. When a parent/guardian is assigned a Preferred Contact Language that is not English, the letter prints in that language.

Step 5. Create the Letter in Additional Languages

After creating the letter in the Default Language, enter text for this same letter in a different language by selecting the language in the Preferred Language list and type/paste translated text into the WYSIWYG editor. That language becomes bold, and an Active checkbox becomes available. A language version of the letter is only a draft until the Active checkbox is marked.

When it is determined that the draft letter can be sent, mark the Active checkbox, indicating the letter is now ready to print for those individuals assigned that Preferred Language.

screenshot of a letter written entirely in spanish

Letter in Spanish

Repeat these steps for the other languages in which letters need to be available.

Please adhere to any district policy that may exist for what needs to be included in the letters.

Step 6. Send the Letters

A letter is sent for each distinct Preferred Language associated with the parents/guardians in the household marked to receive mailings. In the example below, one of the student's guardians receives a letter in Spanish, because that is the Preferred Contact Language for that guardian, and another of the student's guardians at a different mailing address receives the same letter in English. If there are two parent/guardians in the household assigned the same Preferred Language, one letter generates for the household.

screenshot of the same letter generated in different languages

Letters in Multiple Languages

There may be certain foreign language characters that don't line up properly with other text when using the Campus Fields or when fonts are mixed (like using phone numbers alongside non-English characters). Try adding additional returns between lines. 

Information in the letter sub-reports uses data stored in the AttendanceDayAggregation table. This means that attendance data for the current date is accurate as of the previous night's attendance calculation, or the last time the Attendance Aggregation Refresh was run. If needed, the Attendance Aggregation Refresh tool can be run to force an attendance recalculation to pull in the current day's data.


Campus Field and Sub-Report Options

Using Campus Fields and Campus Sub-Reports in letters allows the reports to dynamically pull and display specific student data for each student within the generated letter.

Any fields displaying in red text have been deactivated. Use the Element Replacement tool to replace them with updated fields.

Campus Field Options

To include Campus fields within a letter, select the small icon on the right-hand size of the text format bar.

Once the Campus field options icon is selected, users are presented with the Campus Field Properties editor. Much like other Ad hoc field editors, users are able to select Campus fields related to student data.

screenshot showing the button users select to insert campus fields

Insert Campus Fields

When adding Custom Attributes to letters, Custom Attributes cannot contain special characters.

To insert Campus fields within the letter, select the field from the Campus Field Properties editor. The selected field will appear within a dotted blue-lined box in the text field.

screenshot highlighting campus fields added to a letter

Campus Fields Display

In the example above, a student's first name and last name are pulled into the report. Every time this report is generated, each student being reported will pull their unique data for these fields into the letter.

Campus Sub-Report Options

To include Campus sub-reports within a letter, select the small icon on the right-hand size of the text format bar.

screenshot of the button users select to pick a sub report

Campus Sub-report Selection

Once the Campus sub-report options icon is selected, users are presented with the Campus Sub-Report Properties editor.

To insert a sub-report within the letter format, select the sub-report from the Campus Sub-Report Properties editor. The sub-report will appear within a dotted red-lined box in the text field.

screenshot of sub reports added to a letter

Campus Sub-report Display

Sub-Report Options

The following table lists the sub-report options for each area.

AreaSub-Reports
Learner

Student Schedule

Active and Dropped Student Sch

Learner Planning

Course Requests

Course Plan

Attendance

Period Mark Summary

Course Mark Summary

Whole/Half Day Summary

Exact Day Summary

Single Day Count Summary

Grading

Grade Detail

Term GPA Summary

Behavior

Discipline Summary

Behavior Summary

Student PortfolioCumulative GPA and Class Rank
Health

Immunization

Health Screening Concussion

Health Screening Dental

Health Screening Hearing

Health Screening Scoliosis

Health Screening Vision

Point of SalePOS Account Balance


When using sub-reports in letters, please note the following:

  • All behavior data is included when adding either of the sub-reports.
  • A field only displays if there is data for that field. If a field is chosen from the sub-report but there is no saved data for that student, information for that field does not display.
  • A sub-report option only displays if the district/school records that data.

Letter Formats

Users have the ability to generate letters in Blank Form or Addressed Form Letter format. The Blank Form Letter format will generate the letter exactly as it was created within the Letter Designer.

screenshot of the blank form letter format

Blank Form Letter Format

The Address Form Letter format will generate the same information as the Blank Form format but include the student's address information at the top. This format is useful for letters printed and mailed to parents/guardians.

screenshot of the address form letter format

Address Form Letter Format

For students who do not have a mailing address, a letter still generates for them. Like in the Preview of the attendance letters, the student's name is listed on the summary of who receives a letter, but instead of an address, the words NO MAILING ADDRESS displays where the address would otherwise display. Letters print for the student with the same NO MAILING ADDRESS indication.

screenshot of the no mailing address displayed format

No Mailing Address Display on Letter Print

No Mailing Address is determined by the Mailing checkbox marked on the Household associated with the Address.

screenshot highlighting the mailing checkbox in the household addresses tool

Address Location Detail - Mailing Checkbox