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Introduction

This document provides instructions for setting up a Delivery Status Alert. For jobs that are due on or before the next business day, calculate the revised estimated delivery date based on tray track stages completed and estimated delivery dates received on remote jobs.

Procedure

Custom Configurations

Save Group Names

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 –Configuration Editor and press Enter

Select Option 6 – Edit Custom Configurations and press Enter.

The Custom Configuration Editor displays.

• Press “A” to add a new record.
• Enter and enable the configuration below to save routing group names to use the tt_stage table to calculate processes left for a job.
• Press Escape to save the data.

Calc EDD in Hours

• Press “A” to add a new record.
• Enable the following configuration if the units in your original EDD calculations and the units in the tt_stages table are both in hours. At this time, they both have to be the same units. If this is not enabled, the units are considered.
• Press Escape to save the data.

EDD Use Fixed Bin

• Press “A” to add a new record.
• Enable the configuration below if you wish to use the fixed bin number in the Customer Database Editor instead of the courier in the Ship-To Database Editor to determine pick-up times.
• Press Escape to save the data.

Account not Patient

• Press “A” to add a new record.
• Enable the configuration below if you wish to see the account number instead of the patient name in the EDD Jobs report.
• Press Escape to save the data.

Track Stop Stages

From the Optifacts main menu:

Select Option 7 – Tray Track and press Enter.

Select Option 12 – Tray Track Configuration and press Enter.

Select Option 11 – Track Stages Editor and press Enter.

Ensure all production steps with average completion time are entered into the tt_stages table to be used to calculate the time remaining for a job. Refer to the Track Stop Stages document for full instructions on setting up Track Stop Stages.

Example:

Running the Report

The report allows the option to either run it to the screen or to print to a printer (this follows the ARB printer routing rules).

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 13 - Estimated Delivery Date and press Enter.

Select Option 2 – EDD Report Menu and press Enter.

Select Option 6 – EDD Jobs Report and press Enter.

• Enter all the search criteria pressing Enter past each field.

Below is an example of what gets printed to a printer:

Field Definitions

Rx Date - The order entry date.

Patient - The entered patient name.

Invoice - The delivery note number.

Tray - The tray number.

Tray Location - The last scanned station of the job.

STTN Date - The last scanned station date of the job.

STTN Time - The last scanned station time of the job.

EDD - Indicates the original estimated delivery date.

REV - Indicates the calculated revised estimated delivery date, if one exists. The revision only gets calculated if the job is due on or before the next business day.  If a job is due after the next business day or if, after calculating the revised date, the estimation is to complete on time, no date appears in the “REV” column.

An “O” appears at the end of the line to indicate that a job is currently past its original estimated delivery date.

The following is an example of the results printed to a screen:

The difference between the screen and the printed page is the “EDD” column.  If the calculated revised estimated delivery date exists and is later than the original EDD, an “R” appears next to the date, and it gets highlighted and blinks on the screen.  It only gets calculated if the job is due on or before the next business day.  If a job is due after the next business day or if, after calculating the revised date, and the estimation is to complete on time, the original EDD appears on the screen without highlighting or blinking.

• Typing a  (question mark) brings up the help window with the available commands:

Navigate to a row in the EDD Report screen using the keys indicated in the help window so that the “< >” characters surround the line you wish to see more information.

• Press “C” to see the account contact information for the selected job. If a revised EDD exists, it is highlighted and blinks below the original EDD.

• Press “L” to return to the EDD Report.
• Press the ‘M’ key to see the miscellaneous information for the selected job. Again, if a revised EDD exists, it is highlighted and blinks below the original EDD.

• Press “L” to return to the EDD Report.
• Press Escape to exit.

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

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