Generate Initial Contacts Report

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The Generate Initial Contacts Report screen is available in the following application modules:

Generate Initial Contacts Report screen

Screen Elements

Unless otherwise stated below, all controls on the Generate Initial Contacts Report screen are visible and enabled when:

If one or more special conditions exist that affect a control on the Generate Initial Contacts Report screen, the condition(s) are documented for that specific control below.

Date Range group box

  Complete the information in the Date Range group box.

This group box includes calendar controls that allow you to specify the date range for which to generate the system output. The title text of the group box is set to "Date Range". Complete the information in the following calendar controls to specify the date range the system output will cover:

From calendar control

Select or enter the starting date of the date range in this calendar control.

To calendar control

Select or enter the ending date of the date range in this calendar control.

The From date entered must be equal to or less than the To date entered. If not, a standard error message (E0047) displays when the screen is processed.

Clinic(s) list box

  View items in the Clinic(s) list box.

Select one or more clinics to include in the system output in this list box. Single or multiple selections are allowed.

WIC Category list box

  View items in the WIC Category list box.

This list box contains all WIC categories that are available. Select one or more WIC categories for which to generate the report in this list box. Multiple selections are allowed.

Report Destination radio button group

  Select an option in the Report Destination radio button group.

This radio button group includes controls that allow you to specify the destination of the generated system output. The title text of the radio button group is set to "Report Destination". A selection is required in this radio button group. The following radio buttons are included in the group:

Display on Screen radio button

Select the Display on Screen radio button to display the system output on your computer's monitor after it is generated. A report printer must currently be defined for your workstation.

Send to Printer radio button

Select the Send to Printer radio button to send the system output to the report printer currently defined for your workstation after it is generated. Printers are specified on the Default Printers screen.

Save as PDF radio button

Select the Save as PDF radio button to save the system output as a PDF file after it is generated.

Save as Spreadsheet radio button

Select the Save as Spreadsheet radio button to save the system output as an Excel file after it is generated.

OK button

  Click the OK button to generate the system output.

It is the default button for the screen.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

Depending on the selection in the Report Destination radio button group, one of the following occurs when the OK button is clicked:

• If the Display on Screen radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message (E0051) displays. Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is displayed on your computer's monitor after it is generated.

• If the Send to Printer radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message (E0051) displays. Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is sent to the report printer currently defined for your workstation after it is generated.

• If the Save as PDF radio button is selected, a Windows Save File As screen displays when the OK button is clicked. Select the folder and enter the file name to save the PDF file and click the OK button. When clicked, the system saves the file to the selected folder as the specified filename. Or, click the Cancel button to dismiss the Windows Save File As screen without saving the PDF file.

• If the Save as Spreadsheet radio button is selected, a Windows Save File As screen displays when the OK button is clicked. Select the folder and enter the file name to save the Excel file and click the OK button. When clicked, the system saves the file to the selected folder as the specified filename. Or, click the Cancel button to dismiss the Windows Save File As screen without saving the Excel file.

The system output is generated and the Generate Reports screen displays when the button is clicked. Some reports can take a bit of time to generate. For these reports, a progress bar displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without generating the system output.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Generate Reports screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

• A process to check for required controls as identified in the Data Map below is performed.

• A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.

• A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.

• If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

• No cross edits are performed.

• All values are considered legitimate.

• No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

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Software Version: 2.40.00