Creating a fax coversheet

SESIS users must use a fax coversheet when faxing a document into SESIS. Every fax coversheet contains a unique bar code that identifies the type of document and which student it belongs to. A new fax coversheet must be created each time a document is faxed into SESIS. Fax coversheets may not be reused.

To create a fax coversheet

  1. Locate the student's profile.
    How?

  2. From the Actions bar, click Documents.

    A list of all existing documents appears.

  3. Click the link for the appropriate document.

    Note: If the document does not already appear on the list, create the document.

    Note: If you are faxing an initial referral, you must first create the Initial Referral.

    The document appears in View mode.

  4. From the Actions bar, click Print, then click Fax Coversheet.

    Note: Depending on which document is currently displayed, there may not be a Print link. If this is the case, click Fax Coversheet from the Actions bar.

    The Fax Coversheet page appears.

  5. From the Category drop-down menu, choose the appropriate category.

  6. From the Form drop-down menu, choose the appropriate form.

  7. Complete the remaining fields.

    Note: The remaining fields vary depending on the type of document being faxed.

  8. Click the Print button.

    The fax coversheet appears in Adobe Acrobat.

  9. In Acrobat, click the print () icon.

    The Print dialog box appears.

  10. Choose the appropriate printer and click the OK button.

    The fax coversheet prints.

  11. Fax the document into SESIS.
    How?


SH7089
Last revised: August 23, 2010