Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
This document provides instructions for defining Redo Codes using Tray Tracking Stations. Redo reasons are used when a job is entered or relaunched from archive to be redone for warranty, non-adapt or other such reasons. Redo reasons are used in reporting to track redo activity by lab and the reasons for the redo.
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 is a multi-step process.
Step 1 - Verify that the Lite-ups exist.
The Lite-ups created, will be used as the descriptions for the tray tracking master stations.
From the Optifacts main menu:
Type 11 - Retail Transfer and press enter.
Type 14 - Report: Pricing Options Available and press enter.
The report will display on 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 alphabetically)
If you do not see the lite-ups, they will need to be created as follows:
Add/Edit Lite-up Options
From the Optifacts main menu:
Type 3 - Editor Utilities and press enter.
Type 4 - Pricing Database Editor and press enter.
Type 4 - Lite-up Options and press enter.
Type 1 - Add/Edit Lite-up Options and press enter.
The Add/Edit Lite-up Options screen displays.
Valid for (G) Glass, (P) Plastic,or ( * ) Both
Type ( * ) asterisk for both and press enter.
Enter the lite-up number that you are going to use and press enter.
The screen will expand displaying the rest of the fields.
Enter all the data as shown in the following diagrams pressing enter past each field. Refer to the Add/Edit Lite-up Options document for full instructions. We are using Lab Redo as an example but you will need lite-ups for each Tray Track Master Station as described in Step 4 of this document .
Are the Entries Correct (Y/N)?
Type Y if correct and press enter
Type N to return to the form.
Example:
Step 2 - Setup the Job Data Definition
Refer to the Defining Job Data Definition Fields document for full details on each field. We will show you some examples below, however your lab may have setup other redo reasons that would need to be setup using the same process as we describe below.
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 diagrams below pressing enter past each field.
Note: The Field Name should be entered exactly as the Lite-up Description created in the above step 1.
Press Escape to save the data.
Press E to exit the screen.
Examples:
Lab Redo
Dr Redo
Non Adapt Redo
Warranty Redo
Warranty Card
You may also need to setup Warranty Card Info.
Step 3 - Setup the Job Data Trigger
Refer to the Defining Job Data Triggers document for full details on each field. We will show you some examples below, however your lab may have setup other redo reasons that would need to be setup using the same process as we describe below.
From the Optifacts main menu:
Type 3 - Editor Utilities and press enter.
Type 6 - Configuration Editor and press enter.
Type 8 - Edit Job Data Triggers and press enter.
The Triggers to Cause Prompts for Miscellaneous Job Related Data window displays.
Type A to add a new record.
Enter all the applicable data as per the diagrams below pressing enter past each field.
Note: The Field Name should be entered exactly as the Lite-up Description created in the above step 1.
Press Escape to save the data.
Press E to exit the screen.
Examples:
Lab Redo
Dr Redo
Non-Adapt Redo
Warranty
Step 4 - Setup the Master Tray Tracking Stations
From the Optifacts main menu:
Type 7 - Tray Track and press enter.
Type 12 - Tray Track Configuration and press enter.
Type 1 - Master Station Number Setup and press enter.
The Master Station Number Setup screen displays.
Type Q for 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 to show the results.
If the entries exist, they should look like examples below. Your lab may choose to have more than just these examples setup.
If the entries do not exist, press A to add
Enter all the applicable data as per the examples below pressing enter past each field.
Press escape to save the data.
Type E to exit the screen.
Examples:
Lab Redo
Dr Redo
Non Adapt
Warranty
Step 5 - Setup the Sub-Master Tray Tracking Stations
From the Optifacts main menu:
Type 7 - Tray Track and press enter.
Type 12 - Tray Track Configuration and press enter.
Type 2 - Sub-Master Station Number Setup and press enter.
The Sub-Master Station Number Setup screen displays.
Type Q for 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 the predetermined number or description in the applicable fields.
Press escape to show the results.
If the entries exist, they should look like examples below. Your lab should have many more sub-master stations for defining redo codes than just these examples shown below.
If the entries do not exist, press A to add
Enter all the applicable data as per the examples below pressing enter past each field.
Press escape to save the data.
Type E to exit the screen.
Examples:
Lab Redo Code
Dr Redo Code
Non Adapt Code
Warranty Code
Step 6 - Job-Related Job Data Screen
This screen may already be setup for other processes. It is required for order entry to be able to enter the redo codes.
If it is not setup, you will have to set it up as follows:
From the Optifacts main menu:
Type 7 - Tray Track and press enter.
Type 12 - Tray Track Configuration and press enter.
Type 2 - Sub-Master Station Number Setup and press enter.
The Sub-Master Station Number Setup screen displays.
Type Q for 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 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.
Note: Use the Master and Sub-master station numbers as predetermined by your system administrator.
Press escape to save the data.
Type E to exit the screen.
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.
The operator would continue to enter the order until they reach the following screen.
Job-Related Job Data Entry Screen
Note: There may be additional job data shown on this screen depending on the type of job and setup.
Press C to continue
Enter the applicable Redo Code and press enter.
The order will be submitted for calculation.
