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
Field Name	Type the description of the data to be prompted and press Enter. Example: Medicaid, Hold Job, etc. A standard naming convention may already exist. Verify with the LMS Support group if this is the case.
Prompt Order	Type the priority number to be assigned and press enter. *This number must be unique.*
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: 9999-9999 = numeric 8-digit entry XXXX = all caps entry Xxx = all lower case entry 99/99/9999 = date entry [leave blank] = no requirements 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: I = Instructions E = Edging T = Tints S = Special Instructions X = XML only N = Don’t Print
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: Y = Data required. If Y, you must identify the station where the required entry is to occur. (Refer to the instructions under “Prompt Stations.”) N = Not required. F = Flag only
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. LAYOUT VERIFY MAILOUT NONE
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.

Remember

*** 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. ***