| Anchor | ||||
|---|---|---|---|---|
|
Search Optifacts User Documentation
| Live Search | ||||
|---|---|---|---|---|
|
Table of Contents (on this page)
| Table of Contents | outline | true|||
|---|---|---|---|---|
|
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.
| Info |
|---|
This document assumes the user has previously set up all items required for calculating an Estimated Delivery Date at the 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 Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 6 –Configuration Editor and press enterEnter
Type Select Option 6 – Edit Custom Configurations to display the and press Enter.
The Custom Configuration Editor
windowdisplays.
- Type A Press “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 Press “A” to add a new record.
- Enable the following configuration below if both your the units in your original EDD calculations are in hours and the units in the tt_stages table are both in hours. At this time, they both have to be the same units. If this is not enabled, the units will be are considered days.
- Press Escape to save the data.
EDD Use Fixed Bin
- Press “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.
Account not Patient
- Press “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 Select Option 7 – Tray Track and press enterEnter.
Type Select Option 12 – Tray Track Configuration and press enterEnter.
Type Select Option 11 – Track Stages Editor and press Enter.
Ensure all production steps with average completion time are entered into the tt_stages table to be used to calculate the 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 Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 - Estimated Delivery Date and press enterEnter.
Type Select Option 2 – EDD Report Menu and press enterEnter.
Type Select Option 6 – EDD Jobs Report and press enterEnter.
- Enter in all the search criteria pressing enter Enter past each field.
Below is an example of what is gets printed to a printer.
:
Field Definitions
Rx Date - The order entry date
the order was entered.
Patient - The entered patient name.
Invoice - The delivery note number.
Tray - The tray number.
Tray Location - The last scanned station of the job
was scanned into.
STTN Date - The last scanned station date of the job
was scanned into that station.
STTN Time - The last scanned station time of 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 isThe revision only gets 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,
itthe estimation is
still estimatedto complete on time, no date
will appearappears in the “REV” column.
An
‘O’ will appear“O” appears at the end of the line to indicate that a job is currently past its original estimated delivery date.
Below The following 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“R” appears next to the date, and it
will begets highlighted and
blinkblinks on the screen.
This isIt only gets 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,
itand the estimation is
still estimatedto complete on time, the original EDD
will appearappears on the screen without highlighting or blinking.
- Typing a
(question mark) will bring brings 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 Press “C” to see the account contact information for the selected job. If a revised EDD exists, it will be is highlighted and blinking blinks below the original EDD.
- Press “L” to return to the EDD Report.
- Type Press the ‘M’ key to see the miscellaneous information for the selected job. Again, if a revised EDD exists, it will be is highlighted and blinking blinks below the original EDD.
- Press “L” to return to the EDD Report.
- Press escape Escape to exit.
To view and download these instructions as a PDF file, click on the following document image.
View file name Delivery Status Alert Setup & Report.pdf height 250