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Search Optifacts User Documentation
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Table of Contents (on this page)
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Introduction:
This document provides instructions for .....
Procedure:
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Introduction
Data Definitions and Triggers offer the flexibility of storing and printing additional information.
This document provides instructions for automating a process to be prompted for required information at various job stages.
Defining job data collection fields is a two-step process:
- Setting up the data collection fields (the information for which you get prompted)
- Defining the triggers that generate the prompts.
Refer to the Defining Job Data Triggers with Examples document for further instructions on completing this procedure.
Procedure
From the Optifacts main menu:
Select Option 3 – Editor Utilities and press Enter.
Select Option 6 – Configuration Editor and press Enter.
Select Option 7 – Edit Job Data Definitions and press Enter.
The Prompt Configuration for Miscellaneous Job-Related Data window displays.
- Press "A" to add a new record.
- Enter all the applicable data as per the instructions below pressing Enter past each field.
Field Definitions
| Name | Definition | ||
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Field Name | Type the description of the data to be prompted and press Enter. Example: Medicaid, Hold Job, etc.
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| Prompt Order | Type the priority number to be assigned and press enter.
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| Order Within Prompt Group | (Optional) if used, only allow one entry within the Prompt Order group number. | ||
| Prompt Title | Type the description of the action to be prompted to take and press enter. Example: Medicaid Number, Return to Customer Service, etc. | ||
| Validation Mask | This field defined the required entry as alphabetic, numeric, or alphanumeric as follows:
Type the desired entry and press enter. Note: Every character you enter defines the required entry, including commas, dashes, etc. Be careful what you enter in this field. | ||
| Include or Limit | Use quotes with comma delimiter, or between ( : ) for numeric 1.0:5.4 | ||
| Minimum characters | Type the minimum number of characters for the field enter and press enter. If the field requires a fixed number of characters, enter that number. | ||
| Comment | Type any descriptions that will help an operator understand the use of the field and press enter. | ||
| Print in Invoice Box | Type the desired entry as per the following instructions and press enter:
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| XML Tag | Type the tag for Delivery Note (if box = X) or remote systems and press enter. Note: Do not use the < > | ||
| Invoice Prefix | Type the prefix number to precede the invoice number and press enter. Example: BN#: for Benefit Form Number. | ||
| Mandatory (Y/N/F) | Type the appropriate identifier if the information is required at a specific stage of the process as per the following defined options and press Enter:
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| Prompt Station | If the Mandatory (Y/N/F) field is Y, you must identify the station where the prompt occurs. Then, type the entry as per the following guidelines and press Enter.
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| Local Use Only | Type Y if the data are for local use only or N if not and press enter. Example: Not included in routed jobs. | ||
| Right, Left, or Job (R, L, J) | Type R if applicable to right eye only, L if left eye only or J if applicable to the whole job. | ||
| Tibco Use | Type Y or N if applicable to your lab | ||
| Relaunch Use | Type Y if this is to be used on Relaunched jobs or N if not. |
- Press Escape to save the data.
- Press "E" to Exit.
Job Data Definitions and Triggers Examples
The following are just a few examples of what is available for Job Data Definitions and Triggers. Please contact your system administrator or support if you require assistance.
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*** Lite-up num and bit numbers may vary by lab. Consult the Pricing Options Available report in menu 11-14 to find the correct numbers for your lab. *** |
Duplicate Invoice
Suppress Pricing
Patient Initials
Frame Panto Angle
Frame Wrap Angle
Gen 7 Progression Length/Mounting Height
A new field has been added for the Gen 7 Products. Right, Left or Job (R, L, J)
Below are the parameters needed for the three levels of Varilux S. (The natural head position is Head Cape.)
Binocular Required
Dominant Eye and Reading Distance
Reading Distance
Kitting Data Engrave
To view and download these instructions as a PDF file, click on the following document image.
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