Complete the following steps to create a letter for notifying people when they are reaching the end of their eligibility period.

Step 1 - Create an Ad Hoc Query

PATH: Ad Hoc Reporting > Filter Designer > Query Wizard > Student

See the article Student Filter fields for Ad Hoc Reporting for more information about this type of Ad Hoc Query.

Step

Action

Example

Create an Ad Hoc query with the Filter Data Type of Student.

Enter a Query Name and select the following fields.

Demographics > lastName; firstName
FRAM > Eligibility > eligibility; endYear; endDate

Enter the following filter data.

Field	Operator	Value
posElig.eligibility	IN	F,R
posElig.endYear	=	The year in which the eligibility is ending. Example If it is a 17-18 eligibility, the end year is 2018.
posElig.endDate	=	The date on which the student’s eligibility is expiring.
posEligToday.eligibilityToday	=	None

If you are using the prior year's end date and want to exclude students who have an eligibility in the current year, be sure to add the posEligToday.eligibilityToday field to your Ad hoc filter.

For example, the 2019-2020 roll-forward end date is 10/21/2020. If a student has a 19-20 eligibility end date of 10/21/2020 and has a 20-21 eligibility that has a start date any time after 10/21/2020, adding posEligToday.eligibilityToday = none will remove this student from the report.

Click the Save & Test button.

Make sure All Schools and All Calendars is selected on the top bar to get a district-wide list.

Step 2 - Create the Letter Format

PATH: Ad Hoc Reporting > Letter Designer

See the Letter Designer article for more information about this tool.

Step	Action	Example
1	Select one of the following Letter Format Options then click the New Format button. The Blank Form Letter format will generate letters exactly as they are created within the Letter Designer. The Address Form Letter format will generate the same information as the Blank Form format but it also includes the student's address information.
2	Enter a Name for the letter format and type the message in the text field.
3	Click the Save Format button.

Step

Action

Example

Select one of the following Letter Format Options then click the New Format button.

The Blank Form Letter format will generate letters exactly as they are created within the Letter Designer.
The Address Form Letter format will generate the same information as the Blank Form format but it also includes the student's address information.

Enter a Name for the letter format and type the message in the text field.

Click the Save Format button.

Step 3 - Build the Eligibility Ending Letters

PATH: Ad Hoc Reporting > Letter Builder

See the Letter Builder article for more information about this tool.

Step	Action	Example
1	In the Saved Filters column, select the Ad Hoc query you created in Step 1 - Create an Ad Hoc Query.
2	In the Saved Letters column, select the letter format you created in Step 2 - Create the Letter Format.
3	Select one of the following Sort Options. Alpha - Data is sorted alphabetically by student last names. Grade/Alpha - Data is sorted by grade level and then alphabetically by student last names. Zip - Data is sorted by address zip code (used for bulk mail rates). Teacher - Data is sorted by teacher.
4	Make sure All Schools and All Calendars is selected on the top bar to get a district-wide list then click the Build Letters button.

Eligibility Ending Letter

Step 1 - Create an Ad Hoc Query

Step 2 - Create the Letter Format

Step 3 - Build the Eligibility Ending Letters

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