Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
This document provides instructions for automating a process to be prompted for required information at various stages of a job.
Defining job data collection fields is a two-step process:
- Setting up the data collection fields (the information for which
you are prompted) - Defining the triggers that generate the prompts.
When you have completed this procedure, refer to the Defining Job Data Triggers document for further instructions.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 7 – Edit Job Data Definitions and press enter.
The Prompt Configuration for Miscellaneous Job Related Data window displays.
- Type 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. Note: 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. Caution: 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:
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:
|
| 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 information is required at a specific stage of the process as per the following defined options and press enter:
|
| Prompt Station | If Y was entered in the Mandatory (Y/N/F) field, the station where the prompt is to occur must be identified. Type the entry as per the following guidelines and press enter.
|
| 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 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.
- Type E to Exit.
