Welcome to RTF Report Manager
This table will help you choose the document you’d like to modify:
| Report Name | Category | To | Immediate | Subject |
| ACG Progression Letter | Progression Letter | Individual | N | Apprenticeship Completion Grant |
| AIG Progression Letter | Progression Letter | Individual | N | Confirmation of Progression for {ProgramName} – Apprenticeship Incentive Grant |
| Apprentice Completion Letter | Certification: Letter | Print Queue | ||
| Apprentice RFC Request Notification (to Sponsor) | RFC: notification | Sponsor | N | Apprentice RFC Request For {IndividualID} |
| Apprentice RFC Request Notification No Sponsor (to Individual) | RFC: notification | Individual | N | Missing Sponsor |
| Apprentice RFC Request Reminder (to Sponsor) | RFC: notification | Sponsor | N | Apprentice RFC Request Reminder For TW {IndividualID} |
| Apprentice Registered | Registration | Sponsor | N | Apprentice Registered {IndividualID} |
| Assigning a Sponsor (by CSR) (to Individual) | Registration | Individual | N | Assigning a Sponsor For {IndividualID} |
| Assigning a Sponsor (by CSR) (to Sponsor) | Registration | Sponsor | N | Assigning a Sponsor For {IndividualID} |
| Bulk Comp Results Individual Letter | Result: Competency | Individual | N | Competency Results Recorded for {IndividualName} ({IndividualID}) |
| Bulk Comp Results Sponsor Letter | Result: Competency | Sponsor | N | Competency Results Recorded for {IndividualName} ({IndividualID}) |
| C of Q (Add Endorsement) Cert Cover Letter | Certification: Letter | Print Queue | ||
| C of Q (Challenge Exam) Cert Cover Letter | Certification: Letter | Print Queue | ||
| C of Q (no exam) | Certification: Letter | Print Queue | ||
| CSR Accept Application Letter (To Individual) | Self-Serve | Individual | Y | Registered as an Apprentice |
| CSR Accept Application Letter (To Sponsor) | Self-Serve | Sponsor | Y | The Application for {IndividualID} Has Been Accepted |
| CSR Reject Application Letter (To Individual) | Self-Serve | Individual | Y | Your Apprenticeship Application Has Been Rejected |
| CSR Reject Application Letter (To Sponsor) | Self-Serve | Sponsor | Y | The Application For {IndividualID} Has Been Rejected |
| Certificate Of Completion | Certification | Print Queue | ||
| Certificate Of Qualification | Certification | Print Queue | ||
| Certificate of Apprenticeship | Certification | Print Queue | ||
| Certificate of Apprenticeship Wallet Card | Certification | Print Queue | ||
| Certificate of Apprenticeship Wallet Card – Red Seal | Certification | Print Queue | ||
| Certificate of Qualification Wallet Card | Certification | Print Queue | ||
| Certificate of Qualification Wallet Card – Red Seal | Certification | Print Queue | ||
| Certificate of Registration / Trainee Registration | Reg: Wallet Card | Sponsor | N | |
| Change Sponsor – Notif to Old Sponsor (to Individual) | Reg: Change Sponsor | Individual | N | Removal of Sponsor from Program For {IndividualID} |
| Change Sponsor – Notif to Old Sponsor (to Sponsor) | Reg: Change Sponsor | Sponsor | N | Removing The Sponsor From The Program For {IndividualID} |
| Competency Assessment Result Letter Individual | Result: Competency | Individual | N | Competency Assessment Result |
| Competency Assessment Result Letter Sponsor | Result: Competency | Sponsor | N | Competency Assessment Result For {IndividualID} |
| Complete Program | Certification: notification | Individual | N | Congratulations on completing your Apprenticeship program! |
| Completion of a Foundation Program | Program Completion | Print Queue | ||
| Course result for Individual (Common Exam) | Result: Course | Individual | N | Course Result |
| Course result for Individual (No Common Exam) | Result: Course | Individual | N | Course Result |
| Course result for Sponsor (Common Exam) | Result: Course | Sponsor | N | Course Result For {IndividualID} |
| Course result for Sponsor (No Common Exam) | Result: Course | Sponsor | N | Course Result For {IndividualID} |
| Deregistration Warning (due to Sponsor Loss) | Warning | Individual | N | Pending Program Deregistration |
| Exam Challenge Reminder | Warning | Individual | N | Exam Challenge – Reminder |
| Exam Result Generic Letter | Result: Exam | Individual | N | Exam Result |
| Exam Result Letter For Challenge Programs | Result: Exam | Individual | N | Exam Result |
| Exam Result Letter For Common Programs | Result: Exam | Individual | N | Exam Result |
| Exam Result Letter For Complex Programs | Result: Exam | Individual | N | Exam Result |
| Exam Result Letter For IPSE Programs | Result: Exam | Individual | N | Exam Result |
| Exam Result Letter For Results With No Related Program | Result: Exam | Individual | N | Exam Result |
| Exam Result Letter To Sponsor | Result: Exam | Sponsor | N | Exam Result For {IndividualID} |
| Forgot Id | Self-Serve | Individual | Y | Recovery of ITA Direct Access Individual ID |
| Forgot Password Individual Letter | Self-Serve | Individual | Y | ITA Direct Access Password Reset |
| Foundation Program Completion Letter | Result: Foundation | Individual | N | Congratulations on completing your Foundation program! |
| Generic Cover Letter | ||||
| Individual Activated (First Login) | Self-Serve | Individual | Y | Welcome to the ITA |
| Individual To Confirm Email Towards Activation | Self-Serve | Individual | Y | Individual to confirm email address towards activation |
| Invalid Work-Based Training Hours Notification | Result:WBT | Sponsor | N | Invalid Work Based Training Hours |
| Invite First Login (to Individual) | Self-Serve | Individual | Y | ITA Direct Access is now available! |
| Invite First Login (to Sponsor) | Self-Serve | Sponsor | Y | ITA Direct Access is now available! |
| Invite Sponsor For First Login (NewStaff) (Password) | Self-Serve | Sponsor | Y | ITA Direct Access is now available! |
| Invite Sponsor For First Login (NewStaff) (UserID) | Self-Serve | Sponsor | Y | Welcome to the ITA |
| Invite Sponsor For First Login (Password) | Self-Serve | Sponsor | Y | ITA Direct Access is now available! |
| Invite Sponsor For First Login (Password) (Internal) | Self-Serve | Sponsor | Y | ITA Direct Access is now available! |
| Invite Sponsor For First Login (UserID) (Internal) | Self-Serve | Sponsor | Y | Welcome to the ITA |
| InviteFirstLoginToIndividual(UserID) | Self-Serve | Individual | Y | Welcome to the ITA |
| Mail Cover Letter To Individual | Single Page Mail | Individual | N | |
| Mail Cover Letter To Organization | Single Page Mail | Sponsor | N | |
| Manual Apprentice RFC Request Reminder (to Sponsor) | RFC: notification | Sponsor | N | Apprentice RFC Request Reminder For TW {IndividualID} |
| Note that gets sent to the individiual when they get registered under a Sponsor | Registration | Individual | N | |
| On Demand Transcript (to Individual) | Individual | Y | Request for transcript for: {IndividualID} | |
| On Demand Transcript (to Sponsor) | Sponsor | Y | Request for transcript for: {IndividualID} | |
| Program Deregistered (to Individual) | Registration | Individual | N | Program Deregistration |
| Program Deregistered (to Sponsor) | Registration | Sponsor | N | Program Deregistration for: {IndividualID} |
| Program Inactivity Notification Letter To Individual | Warning | Individual | N | Program Inactivity |
| ProgramInactivityNotificationLetterToSponsor | Warning | Sponsor | N | Program Inactivity for {IndividualID} |
| Registered Assessor Letter | Certification | Print Queue | ||
| Registration Abandoned Letter | Registration | Individual | N | No Response from Your New Sponsor |
| Registration activated | Registration | Individual | N | Program Registration activated |
| Replacement Document Cover Letter | Certification: Letter | Print Queue | ||
| Smart Form (Progressive Credential RFC) | RFC | Sponsor | N | |
| Smart Form (RFC) | RFC | Sponsor | N | |
| Smart Form (WBTH/RFC) | WBT/RFC | Sponsor | N | |
| Sponsor Accept Application Letter (To Individual) | Self-Serve | Individual | Y | Registered as an Apprentice |
| Sponsor Accept Application Letter (To Sponsor) | Self-Serve | Sponsor | Y | Apprentice Registered {IndividualID} |
| Sponsor Changes Program | Self-Serve | Individual | Y | Your Program Registration has changed |
| Sponsor Rejection of Program Registration Letter | Self-Serve | Individual | Y | Your Apprenticeship Application Has Been Rejected |
| Sponsor selected for apprenticeship in Self-Registration | Self-Serve | Individual | Y | Apprentice Registration For {IndividualID} |
| Sponsorship Completion Letter | Certification Letter | Print Queue | ||
| Supervision and Sign-off Authority Letter | Certification | Print Queue | ||
| TTC Progression Letter | Progression Letter | Individual | N | Confirmation of Progression for {ProgramName} — Technical Training Tax Credit |
| Transcript Attachment | Result | Both | ||
| Work-Based Training Hours Result (to Individual) | Result:WBT | Individual | N | Work-based Training Hours Result |
| Work-Based Training Hours Result (to Sponsor) | Result:WBT | Sponsor | N | Work-based Training Hours Result For {IndividualID} |
The Way it Works:
For each document there are 2 files on the server. One is the RTF template document. This is the file that has your content. The other is the SQL file. This file is the file which retrieves the data for your document. If either one is missing or broken the system will be unable to produce the document.
Making Changes:
Changing Wording or Punctuation:
Download the document you’d like to change (ensure it has the .rtf file extension) and make changes only to the text that makes sense to you. Please do NOT change anything inside angle braces < > or curly braces { } as these are the instructions used by the RTF processor to add and manage content based on business rules for the document.
Changing Formatting:
This will require patience and testing. These documents have calls for data { } and blocks of conditionally included or repeated text < >. These elements make the length of the document somewhat unpredictable. When making these changes you’ll have to test extensively to ensure that what you want is what you get.
Adding New Data:
This will require help. ITA IT and Computronix are both capable of helping you with these changes. Working with ITA IT or Computronix you will need to make clear what data you want (if it’s kept in ITADA it’s possible it can be provided in a document output). You will be provided clear instructions at the time along with .sql and .rtf files to be uploaded to ITADA.
To remove an element from a document you have only to completely delete the data element you want to remove from { to } inclusive.
How to Make a Change:
1) Download the document:
Download the document (ensure it has the .rtf file extension) from production (https://internal.itadirectaccess.ca/) (this ensures you have the current notification available to change) and give it a name that is meaningful to you (matching the name on the interface is helpful). Make a COPY of this file.
2) Make your changes:
Make the changes you want to make to your COPY. Leave the original file intact as you downloaded it so if you need to put things back the way you found them, you can. Once you’re happy with your changes you need to do some testing.
3) Test your changes:
Upload your changed .rtf file to the UAT environment ( https://test.itadirectaccess.ca/uatint/internal/). Ensure that you upload this to the CORRECT document list item. By uploading this file you OVERWRITE the file that is stored on the server. There is no way to get it back once you have broken a file like this. This is why you download and keep a copy of the original file before making any changes. Once the file has been uploaded to UAT you can cause UAT to generate the document by whatever is required to trigger the document. Once the document has been triggered you can go to the individual or organization record and search for Notifications and see an RTF representation of the document. If it doesn’t look right then try fixing it, or start again from the original. Once you’re happy with your changes in UAT then you can upload to production.
4) Upload your changed document:
Once you’re happy that the changes you’ve made are working as you’d like them to, then you can upload to production.
Again, a caution, uploading a document OVERWRITES the document on the server with your new document. Ensure you have the CORRECT document (the one you tested successfully). Ensure you are uploading to the CORRECT document list item in the interface. Note: your change is effective IMMEDIATELY. Consider when you’d like your change to be effective and upload your file at that time when you think it makes the most sense. Overnight processing of documents doesn’t start until 11pm at night.