Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Search Optifacts User Documentation

Live Search
spaceKeyOPPUB
placeholderEnter search keyword(s) here

Table of Contents (on this page)

Table of Contents
outlinetrue
indent20px
styleBulletnone


Introduction

This document provides instructions for defining Redo Codes using Tray Tracking Track Stations. Redo reasons are used when  When a job is entered or relaunched from archive to be redone the archive, use Redo Reasons for warranty, non-adapt, or other such reasons. Use Redo reasons are used Reasons in reporting to track redo activity by the lab and the reasons for the redoreason.

There is an alternative procedure for setting up Redo Reasons using Job Data Definitions, Triggers and Reasons. Refer to the Redo Reasons Setup & Process (using Job Data Definitions, Triggers, and Reasons) document for full instructions.

Procedure

This

The setup for Redo Reasons using tray track stations is a multi-step process.

Step 1 - Verify that the Lite-ups exist.

The lite-ups that you create get used as the descriptions for the tray tracking master stations.

From the Optifacts main menu:Type

Select Option 11 - Retail Transfer and press

enter

Enter.

Type

Select Option 14 - Report: Pricing Options Available and press

enter

Enter.

The report will display on the screen.

  • Scroll down using the page down or the down arrow key on your keyboard , until you find the Redo lite-ups. (The report is sorted sorts alphabetically)
Image Removed

Image Added

If you do not see the lite-ups,

they will

you need to

be created

create them as follows:

Add/Edit Lite-up Options

From the Optifacts main menu:

Type Select Option 3 - Editor Utilities and press enterEnter.

Type Select Option 4 - Pricing Database Editor and press enterEnter.

Type Select Option 4 - Lite-up Options and press enterEnter.

Type Select Option 1 - Add/Edit Lite-up Options and press enterEnter.

The Add/Edit Lite-up Options screen displays.

  • Valid for (G) Glass, (P) Plastic,or  ( * ) Both 
    • Type Enter an ( * ) asterisk for both and press enter.
  • Enter the lite-up number that you are going to use and press enterEnter.
Image Removed

Image Added

The screen will expand

displaying

and display the rest of the fields.

Are the Entries Correct (Y/N)?

  • Type Y Press “Y” if correct and press enterEnter
  • Type N Press “N” to return to the form.

Example:Image Removed

Image Added

Step 2 -

Setup

Set up the Job Data Definition

Refer to the Defining Job Data Definition Fields with Examples document for full details on each field. We  We will show you some examples below. However, however your lab may have setup set up other redo reasons that would need to be setup set up using the same process as we describe described below.

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 7 - Edit Job Data Definitions and press enterEnter.

The Prompt Configuration for Miscellaneous Job-Related Data window displays.Image Removed

Image Added

  • Type A Press “A” to add a new record.
  • Enter all the applicable data as per the diagrams below, pressing enter Enter past each field.
Info

The Field Name should be entered exactly as the Lite-up Description created in the step above.

The Include or Limit field values are the tracking station numbers assigned to the reasons. In the Lab Redo example below: the tracking station number range is 801 to 832.

  • Press Escape to save the data.

  • Press "E" to exit the screen.

Examples:

Lab RedoImage Removed

Image Added

Dr. RedoImage Removed

Image Added

Non-Adapt RedoImage Removed

Image Added

Warranty RedoImage Removed

Image Added

Warranty Card

You may also need to setup set up Warranty Card Info.Image Removed

Image Added

Step 3 -

Setup

Set up the Job Data Trigger

Refer to the Defining Job Data Triggers document for full details on each field. We  We will show you some examples below. However, however your lab may have setup set up other redo reasons that would need to be setup set up using the same process as we describe described below.

From the Optifacts main menu:Type

Select Option 3 - Editor Utilities and press

enter

Enter.

Type

Select Option 6 - Configuration Editor and press

enter

Enter.

Type

Select Option 8 - Edit Job Data Triggers and press

enter

Enter.

The Triggers to Cause Prompts for Miscellaneous Job-Related Data window displays.Image Removed

Image Added

  • Type A Press “A” to add a new record.
  • Enter all the applicable data as per the diagrams below, pressing enter Enter past each field.

You will need to add entries for each of the lite-ups you created in step 1, and the Field Name must match the lite-up name exactly. You need to know the num and bit for each lite-up. Run the Pricing Options Available report in menu 11-14 to find the num and bit for each applicable lite-up.


Info

You must enter the num and bit as shown on the Pricing Options Available report.

  • Press Escape to save the data.

  • Press "E" to exit the screen.

Examples:

Lab RedoImage Removed

Image Added

Dr. RedoImage Removed

Image Added

Non-Adapt RedoImage Removed

Image Added

Warranty

Image Removed

Image Added

Anchor
Master Track Stations
Master Track Stations
Step 4 -

Setup

Set up the Master Tray Tracking Stations

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 1 - Master Station Number Setup and press enterEnter.

The Master Station Number Setup screen displays.

Image Removed

Type Q for

Image Added

  • Press “Q” to query.

Search for the master station numbers or descriptions as determined by your system administrator.

  • Enter the predetermined the number in the master station number field.
  • Press escape Escape to show the results.

If the entries exist, they should look like the examples below. Your Of course, your lab may choose to have more than just these examples setupset up.

  • If the entries do not exist, press A Press “A” to add
  • Enter all the applicable data as per the examples below, pressing enter Enter past each field.
  • Press escape to save the data.
  • Type E Press “E” to exit the screen.

Examples:

Lab RedoImage Removed

Image Added

Dr. RedoImage Removed

Image Added

Non AdaptImage Removed

Image Added

WarrantyImage Removed

Image Added

Step 5 -

Setup

Set up the Sub-Master Tray Tracking Stations

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 2 - Sub-Master Station Number Setup and press enterEnter.

The Sub-Master Station Number Setup screen displaysis displayed.

Image Removed

Type Q for

Image Added

  • Press “Q” to query.

Search for the sub-master station numbers or descriptions as determined by your system administrator.

  • Enter the predetermined number in the master station number field, or enter Enter the predetermined number or description in the applicable appropriate fields.
  • Press escape Escape to show the results.

If the entries exist, they should look like the examples below. Your lab should have many more sub-master stations for defining redo codes than just these examples shown below.

Info

The station type is Y.

  • If the entries do not exist, press A Press “A” to add
  • Enter all the applicable data as per the examples below, pressing enter Enter past each field.
  • Press escape Escape to save the data.
  • Type E Press “E” to exit the screen.

Examples:

Lab Redo Code

Image Removed

Image Added

Dr. Redo CodeImage Removed

Image Added

Non-Adapt CodeImage Removed

Image Added

Warranty CodeImage Removed

Image Added

Step 6 - Job-Related Job Data Screen

You may already have this set up for other processes. It is required for order entry to be able to enter the redo codes.

If not set up, you will have to set it up as follows:

From the Optifacts main menu:

Select Option 7 - Tray Track and press Enter.

Select Option 12 - Tray Track Configuration and press Enter.

Select Option 2 - Sub-Master Station Number Setup and press Enter.

The Sub-Master Station Number Setup screen is displayed.

Image Added

  • Press “Q” to query.

Search for the station description “JOB DATA ENTRY’.

  • Enter “JOB DATA ENTRY’ in the station description field.
  • Press escape to show the results.

If the entry exists, it should look like the example below. 

  • If the entry does not exist, Press “A” to add a record.
  • Enter all the applicable data as per the examples below, pressing Enter past each field.
Info

Use the Master and Sub-master station numbers as predetermined by your system administrator.

  • Press Escape to save the data.

  • Press "E" to exit the screen.

Image Added

Order Entry Redo Process

The following diagrams show the selections that the order entry operator would need to make using the above examples.

From the Pricing Options screen in order entry, they would need to choose the lite-up applicable to the type of Redo

being processed

. In our example, we are using lite-up #77 Lab Redo.

Image Removed

Image Added

The operator would continue to enter the order until they

reach

reached the following screen.

Job-Related Job Data Entry Screen

Note:
Info

There may be additional job data shown on this screen depending on the type of job and setup

.

  • Press "C" to continue

Image Removed

The following Job Data Options Selector will display showing the 1st Level  menu.

  • Select the applicable option. In this example we select option #1.

Image Removed

The 2nd Level menu displays.

  • Select the applicable option. In this example we select option #2.

Image Removed

The 3rd Level menu option displays.

  • Select the applicable reason. In this example we select reason #3

Image Removed

Since that was the last level of options that the operator needed to pick, the selection is is accepted and saved in the Job Data table.

The job data can be viewed through Quick Lookup menu 7-1. Refer to the Quick Lookup document for full instructions on searching for jobs.

Image Removed

Image Added

  • Enter the applicable Redo Code and press Enter.

Info

If you enter an invalid code, it will tell you the range that is permitted.

Image Added

  • Enter the correct code.

Image Added

The order gets submitted for calculation.


To view and download these instructions as a PDF file, click on the following document image. 

View file
nameRedo Code Setup & Process (using Tray Tracking Stations).pdf
height250