Create an Interview Appointment Letter for UC Cases

1. From the Detail Master Case window, select Interview Tracking from the Actions drop down menu.
2. The List Interview window opens. Select the New icon .  A pop-up question asking if the worker wants to create the Interview Appointment letter will display.

3. Select Yes.  A question will display, asking "Will this be a client call in interview?"   If yes is selected, the Create Interview Appointment Letter displays.

   • Highlight the program(s) to be included in the appointment letter, enter the Interview reason, date and time for the interview.  Note:  the time defaults to AM.  It must be changed to PM, if the interview is to be held in the PM.  
   • Select Save & Close to return to the List Interview window.
4. If No is selected to the question "Will this be a client call in interview?", the Create Interview Appointment Letter will display.
5. Highlight the program(s) to be included in the appointment letter.  
6. Select the person to send the letter to from the drop down list in the Sent To field.
7. If the interview will be In Person, an Interview Location window will display.  Enter the address of the interview location as if addressing an envelope, using the carriage return to format the address.
8. The application received date displays the date the most recent application was received, but can be changed by the worker.
9. Enter the date of the interview.  Change the language, if needed.  Enter comments in the Comments field.
10. Select the Save & Close icon .  You will be returned to the List Interview window.
11. The Interview Appointment Letter will be created in batch overnight and mailed the following working day.
12. The Interview Date entered on the Create Interview Appointment Letter window will now display as the Due Date on the Detail Interview Tracking window.

(11-2011)