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Batch Responses
Batch Responses allows you to respond to a set of related Correspondence cases with a standard response that can be mail merged per case. Once grouped, you can then respond to the cases using either email or letter depending on the correspondents reply preference.
To use Batch Responses, users will need the Manage Batch Response privilege on their user account. All users will be able to view cases that are in a batch response. This can be seen on the Case Details page under the Response Type field.
To create a batch, follow the steps on the this page.
Once a batch is created, it appears as an active batch on the Batch Responses screen.
Cases can be added to a Batch Response at any time. Follow the steps on this page to add new cases.
An individual case can be added to a batch at any time if the user has the Manage Batch Responses privilege on their user account.
Once cases have been added onto the batch, the next step is to send out the responses. For a letter response, cases are handled in a print run.
Follow the steps on the page to send out a response via email.
When a case has been added to a Batch Response, details of the batch can be found on the Case Details page.
When a batch is created, a Response Document is added. This is used as the letter response and as an attachment for the email response. You have the ability to add a customised document for one or more cases if required.