Configuration → Job Setup
Job Setup
The Job Setup screen provides a full summary of existing configured jobs. This screen is also where job setups are created and edited.
Upon page load, the Summary table appears with a listing of all configured jobs in the system, with columnar data providing the Facility, Name (i.e., path name), Data Exchange Type, Transaction Type, #Jobs, and the status (i.e., whether the job is active (available for us) or inactive, (not available for use).
Summary Table
Primary Table Columnar Definitions
The Summary table's primary table references the Facility, Data Exchange Type and Transaction Type of the job types contained within that job setup. While job setups provide the structure for a specific job type, they also allow the user to segment different account types into categories (e.g., new accounts, reconciliation, cancellations, etc) so that only those job types are contained within that job setup. Following is a listing of columnar definitions for the primary table.
- #: Refers to the row number of the table.
- Facility (Refers to Internal Company, not a Client Facility): This is the name of your internal agency that the job belongs to. For instance, if Company A has three subsidiaries, the name of the subsidiary that a job originated from, or is being communicated to will be shown in this column.
- Data Exchange: Specifies the data transfer such as EDI (Electronic Data Interchange) and X12. Data exchange is the process of taking structured data from a source schema and transforming it under a target schema, so that the target data is an accurate representation of the source data. Various data structures are available such as EDI (Electronic Data Interchange), HL7 (Health Level-7), and X12.
- Transaction Type: Refers to the type of transaction such as: New Accounts, New Loan Request, Cancellations, Payments, Balances, etc..
- #Jobs: The numbers in this column are linkable. Clicking on them will give you a drill-down table listing with further details. This drill-down table appears below the Summary table of this screen. #Jobs refers to the number of jobs that have used that specific job configuration. A job configuration is a way to keep the Transaction Types separate from within the same facility. (See Transaction Type definition above.
- Active: The numbers in this column are linkable. Clicking on them will give you a drill down listing with further details. "Active" refers to whether a job configuration is currently available for use within the system.
- Inactive: The numbers in this column are linkable. Clicking on them will give you a drill down listing with further details. "Inactive" refers to whether a job configuration is NOT currently available for use within the system.
Second Table Columnar Definitions & Functionality
When you click on a numbered link from within the primary table, you will be auto-scrolled to the second table. The second table provides a listing of all the jobs that are categorized under that job setup. Regardless of which number link you click on, from any column (i.e., #Jobs, Active or Inactive), the second table's columnar data is the same; although, the number of records (rows) will pertain to that specific column. For instance...
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If you click on a numbered link within the #Jobs column, the second table will show a listing of all the jobs that belong under that job configuration category.
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If you click on a numbered link within the Active column, the second table will show a listing of all the jobs that are active.
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If you click on a numbered link within the Inactive column, the second table will show a listing of all the jobs that are inactive.
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#: Refers to the row number of the table.
- Date: -----
#Jobs: Numbers listed in this column refer to the number of jobs that have been processed under a specific job configuration name. - Job Name: Refers to the name given to a job.
- Description: Job description.
- Inbound: Refers to whether a job is setup for inbound file-data transfers.
- Outbound: Refers to whether a job is setup for outbound file-data transfers.
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In File Name: This template field is used to describe the naming convention used for files received by a job. The actual name of the file may vary within the parameters set by the job, apparent in the In File Name itself.
For instance, a job set to Inbound File with an In File Name of "test_payment_updateyyyyMMdd.txt" will get a file named "test_payment_update20181121.txt" because the "yyyyMMdd" in the in file name is just filler text used to say that there is a year, month & day that will show up there.
Whether this is Static (i.e., the exact wording of incoming files), Dynamic (i.e., filler text of some kind like shown here), or REGEX (filler text with a function built into it) is determined by the selection made within the Inbound section on the Job Setup screen for that job.
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#Output: -----
- Status: This column reflects the status of a job.
- Active: This means that the job is available for use within the system.
- Inactive: This means that the job is not available for use within the system.
- Actions: The Actions column for this table contains the following options:
- Clone Job: Click on the clone icon in the Action column for the job row you'd like to clone. -----
- View/Edit Job: Click on the edit icon in the Action column for the job row you wish to edit.
- Delete Job: Click on the delete icon in the Action column for the job row you'd like to delete. A popup widow will appear asking you to confirm your deletion. Click on the "Ok" button to process with the deletion, or click on the Cancel button to exit the delete command.
Create a Job
Click on the Create icon located in the upper-right corner of the screen. The Job Setup's Basic Information screen appears. Note that you will have four steps to complete to set up your new job:
* Basic Information
* Inbound
* Outbound
* Mapping
Basic Information (Step 1)
Following are the field definitions & functionality:
- Facility (Refers to Internal Company, not a Client Facility): This is the name of your internal agency that the job belongs to. For instance, if Company A has three subsidiaries, the name of the subsidiary that a job originated from, or is being communicated to will be shown in this column.
- Data Exchange: Specifies the data transfer such as EDI (Electronic Data Interchange) and X12. Data exchange is the process of taking structured data from a source schema and transforming it under a target schema, so that the target data is an accurate representation of the source data. Various data structures are available such as EDI (Electronic Data Interchange), HL7 (Health Level-7), and X12.
- Job Name:
- Business:
- Transaction Type:
- Description:
- Checkbox [Auto]:
- Checkbox [Active]:
- Checkbox [Mark as Production]: -----
- Checkbox [Email Notification]:
- Checkbox [Stop Process for Multiformat]:
- Button [Import from JSON]:
- Support Documents:
- Checkbox [Activate Predecessor Completion Validation]:
- Button [Exit]:
- Button [Save]:
- Button [Save & Continue]: