How do I send email communications for Parent Teacher Interviews?

Email communications for Parent Teacher Interviews can be sent using two methods.

1. As an administrator via TASS.web program Student Admin > Teacher Records > Parent Teacher Interviews > PTI Conferences.

Choose Conference period.
Click 'Edit'.
Select 'Appointment Schedule' tab.
Click 'Email'.
Follow the process outlined below.

This method can send an email to all booked parents and students for the specific Conference period.

2. As a Teacher using Staff Kiosk program Teachers > Parent Teacher Interviews.

Choose Conference period.
Click 'Edit'.
Click the 'Generate Emails' button.
Follow the process outlined below.

This method can send an email to all booked parents and students for a teacher within a specific Conference period.

Generating Emails

This delivery option will send Appointment Schedule information to students and parents.

Generate Emails - 'Name of the Conference Period' (Parents) grid will display a list of student details for each Appointment Schedule email being generated.
Use this list to:
- Review the list of students who have a scheduled appointment.
- Use the checkbox to include/exclude individual students.
Click Next.
Generate Emails - 'Name of the Conference Period' (Parents) screen will be displayed.
Fill in the template using information from the table below.

Field	Description
Email Template	Choose an active Email Templates in the ‘Parent Teacher Interview’ category from the picklist. These have been setup on the ‘Email Templates’ tab in TASS.web program System Admin > Utilities > Email Settings.
From	It will be auto populated with the User email address and User name of the TASS.web user and any active ‘Generic FROM Email Addresses’ that have been setup on the Generic Emails tab in TASS.web program System Admin > Utilities > Email Settings. The User email should always appear first with the ‘Generic FROM Email Addresses’ following in alphabetic order.
To	It will be auto-populated with Email Distribution List from the previous screen. The Print button will generate an email recipient list.
Additional Recipients	It will be a search field used to enable searching and individual selection of Employees (teachers and non-teachers).
Administrator Copy	This field will only be displayed when the ‘Email Address for Administrator's Copy’ field is populated on the Parameters tab in TASS.web program System Admin > Utilities > Email Settings.
Subject	This is the text that will be included in the 'Subject' line of the email. (200 characters).
Attachments / Choose Button	Two options are available to attach files to this email: Drag and drop a file from your computer. Use the 'Choose' button to locate the file.
Banner	Two options are available to attach a banner an email template: • Drag and drop a file from your computer. • Use the 'Choose' button to locate the file. Banners should be 580 pixels wide. Banners are displayed above the text of the email.
Email Messages	This is the text that will be included in the message section of the email. You can personalise each outgoing email by adding student and/or parent-specific details into the message text. Click the 'Keywords' option in the toolbar and use the picklist to choose between: Student Keywords. Parent Keywords. Parent Teacher Interviews Keywords.
Communication Log Comments	This will be a free text field.
Communication Log Category	This will be a single select picklist populated with the active Email Categories that the user has ‘Send’ or ‘Send & View’ permission for.
Send Me a Copy	Send a copy to the user email address.

Click ‘Send’.