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Table of Contents (on this page)
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Introduction
This document provides instructions for setting up a Delivery Status Alert. For jobs that are due on or before the next business day, calculate the revised estimated delivery date based on tray track stages completed and estimated delivery dates received on remote jobs.
Note: This document assumes the user has previously set up all items required for calculating an Estimated Delivery Date at time of order entry and that there are jobs that exist with an Estimated Delivery Date previously assigned. It also does not include the steps required to send and receive remote job statuses or instructions on setting up Track Stop Stages.
Procedure
Custom Configurations
Save Group Names
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 –Configuration Editor and press enter
Type 6 – Edit Custom Configurations to display the Custom Configuration Editor window.
- Type A to add a new record.
- Enter and enable the configuration below to save routing group names to use the tt_stage table to calculate what processes are left for a job.
- Press Escape to save the data.
Calc EDD in Hours
- Type A to add a new record.
- Enable the configuration below if both your units in your original EDD calculations are in hours and the units in the tt_stages table are in hours. At this time, they both have to be the same units. If this is not enabled, the units will be considered days.
- Press Escape to save the data.
- Type A to add a new record.
- Enable the configuration below if you wish to use the fixed bin number in the Customer Database Editor instead of the courier in the Ship-To Database Editor to determine pick-up times.
- Press Escape to save the data.
- Type A to add a new record.
- Enable the configuration below if you wish to see the account number instead of the patient name in the EDD Jobs report.
- Press Escape to save the data.
Track Stop Stages
From the Optifacts main menu:
Type 7 – Tray Track and press enter.
Type 12 – Tray Track Configuration and press enter.
Type 11 – Track Stages Editor
Ensure all production steps with average completion time are entered into the tt_stages table to be used to calculate time remaining for a job. Refer to the Track Stop Stages document for full instructions on setting up Track Stop Stages.
Example
Running the Report
The report allows the option to either run it to the screen or to print to a printer (this follows the ARB printer routing rules).
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 13 - Estimated Delivery Date and press enter.
Type 2 – EDD Report Menu and press enter.
Type 6 – EDD Jobs Report and press enter.
- Enter in all the search criteria pressing enter past each field.
Below is an example of what is printed to a printer.
- Rx Date - The date the order was entered.
- Patient - The entered patient name.
- Invoice - The delivery note number.
- Tray - Tthe The tray number
- Tray Location - The last station the job was scanned into.
- STTN Date - The date the job was scanned into that station.
- STTN Time - The time the job was scanned into that station.
- EDD - Indicates the original estimated delivery date.
- REV - Indicates the calculated revised estimated delivery date, if one exists. This is only calculated if the job is due on or before the next business day. If a job is due after the next business day or if, after calculating the revised date, it is still estimated to complete on time, no date will appear in the “REV” column.
- An ‘O’ will appear at the end of the line to indicate that a job is currently past its original estimated delivery date.
Below is an example of the results printed to a screen:
The difference between the screen and the printed page is the “EDD” column. If the calculated revised estimated delivery date exists and is later than the original EDD, an ‘R’ will appear next to the date, and it will be highlighted and blink on the screen. This is only calculated if the job is due on or before the next business day. If a job is due after the next business day or if, after calculating the revised date, it is still estimated to complete on time, the original EDD will appear on the screen without highlighting or blinking.
- Typing a
(question mark) will bring up the help window with the available commands:
Navigate to a row in the EDD Report screen using the keys indicated in the help window so that the ‘<’ ‘>’ characters surround the line you wish to see more information on.
- Type the ‘C’ key to see the account contact information for the selected job. If a revised EDD exists, it will be highlighted and blinking below the original EDD.
- Type the ‘L’ key to return to the EDD Report.
- Type the ‘M’ key to see the miscellaneous information for the selected job. Again, if a revised EDD exists, it will be highlighted and blinking below the original EDD.
- Type the ‘L’ key to return to the EDD Report.
- Press escape to exit.