How to get here

 

Tools menu > Control Centre > Setup Wizard > Printing Rules.

 

 


 

From this page you can control which reports are auto-suggested for printing, as well as which reports should be available at the different stages of a job.

 

Control Centre-Printing Rules

 


The "Action" box allows you to select an action that you wish to configure.

o

An Action is something the user performs on a job that can trigger LabManager to want to print something, such as Booking In, Booking Out or just clicking the print icon on the toolbar.

o

The Job State is the current state the job is in, such as it's Booked Out, or it's a New Job.

 


The large box below the Action box lists the reports that are automatically suggested for printing by LabManager (the 'defaults'), under the conditions for the selected action in the "Action" box.

For example, in the screenshot above, LabManager is set to suggest showing an Invoice and a Patient Statement, as well as saving the invoice to a PDF file - all when the user books out the job as completed. (as shown by the Action box). It will also save the invoice and patient statement to Attachments given particular conditions.

 


These are the available actions and job states:

 

Action and State

Produce the documents shown in the list when the user...

Action: Book In

Books In a job

Action: Book Out Completed

Books Out a job as Completed

Action: Book Out Ongoing

Books Out a job as Ongoing

Action: Delete Job

Deletes a job

Action: Edit Job

Puts the job into Edit mode

Action: Hold/Quote

Saves a job as On Hold/Quote

Action: Pre Book Job

Saves the job as pre-booked

Action: Print, Job state: Booked In

Presses F5 Print, while viewing a Booked In job

Action: Print, Job state: Booked Out Completed

Presses F5 Print, while viewing a Booked Out Completed job

Action: Print, Job state: Booked Out Ongoing

Presses F5 Print, while viewing a Booked Out Ongoing job

Action: Print, Job state: Credit Note

Presses F5 Print, while viewing a Credit Note

Action: Print, Job state: Edit job, Customer present

Presses F5 Print, while viewing a job in Edit Mode that has a Customer on it

Action: Print, Job state: Enquiry, Customer present

Presses F5 Print, while viewing a job in Enquiry Mode that has a Customer on it

Action: Print, Job state: New job, Customer present

Presses F5 Print, while viewing a new job that has a Customer on it

Action: Print, Job state: On Hold

Presses F5 Print, while viewing an On Hold job

Action: Print, Job state: Pre Booked

Presses F5 Print, while viewing a Pre Booked job

Action: Save Credit Note

Saves a Credit Note

Action: VOID Credit Note

Voids a Credit Note

Action: VOID Invoice

Voids a job Invoice

Client Login - Action: Delete Job

The user is a client (eg. Dentist) and they delete a job

Client Login - Action: Edit Job

The user is a client (eg. Dentist) and they put the job into Edit mode

Client Login - Action: Hold/Quote

The user is a client (eg. Dentist) and they save the job as On Hold/Quote

Client Login - Action: Pre Book Job

The user is a client (eg. Dentist) and they save the job as pre-booked

Client Login - Action: Print, Job state: Booked In 

The user is a client (eg. Dentist) and they use F5 Print, while viewing a Booked In job

Client Login - Action: Print, Job state: Booked Out Completed 

The user is a client (eg. Dentist) and they use F5 Print, while viewing a Booked Out Completed job

Client Login - Action: Print, Job state: Booked Out Ongoing 

The user is a client (eg. Dentist) and they use F5 Print, while viewing a Booked Out Ongoing job

Client Login - Action: Print, Job state: Credit Note 

The user is a client (eg. Dentist) and they use F5 Print, while viewing a Credit Note

Client Login - Action: Print, Job state: Edit Job, Customer present

The user is a client (eg. Dentist) and they use F5 Print, while viewing a job in Edit Mode that has a Customer on it

Client Login - Action: Print, Job state: Enquiry, Customer present

The user is a client (eg. Dentist) and they use F5 Print, while viewing a job in Enquiry Mode that has a Customer on it

Client Login - Action: Print, Job state: New Job, Customer present

The user is a client (eg. Dentist) and they use F5 Print, while viewing a new job that has a Customer on it

Client Login - Action: Print, Job state: On Hold 

The user is a client (eg. Dentist) and they use F5 Print, while viewing an On Hold job

Client Login - Action: Print, Job state: Pre Booked 

The user is a client (eg. Dentist) and they use F5 Print, while viewing a Pre Booked job

Group Login - Action: Delete Job

The user is a group (eg. Practice) and they delete a job

Group Login - Action: Edit Job

The user is a group (eg. Practice) and they put the job into Edit mode

Group Login - Action: Hold/Quote

The user is a group (eg. Practice) and they save the job as On Hold/Quote

Group Login - Action: Pre Book Job

The user is a group (eg. Practice) and they save the job as pre-booked

Group Login - Action: Print, Job state: Booked In 

The user is a group (eg. Practice) and they use F5 Print, while viewing a Booked In job

Group Login - Action: Print, Job state: Booked Out Completed 

The user is a group (eg. Practice) and they use F5 Print, while viewing a Booked Out Completed job

Group Login - Action: Print, Job state: Booked Out Ongoing 

The user is a group (eg. Practice) and they use F5 Print, while viewing a Booked Out Ongoing job 

Group Login - Action: Print, Job state: Credit Note 

The user is a group (eg. Practice) and they use F5 Print, while viewing a Credit Note

Group Login - Action: Print, Job state: Edit Job, Customer present

The user is a group (eg. Practice) and they use F5 Print, while viewing a job in Edit Mode that has a Customer on it 

Group Login - Action: Print, Job state: Enquiry, Customer present

The user is a group (eg. Practice) and they use F5 Print, while viewing a job in Enquiry Mode that has a Customer on it 

Group Login - Action: Print, Job state: New Job, Customer present

The user is a group (eg. Practice) and they use F5 Print, while viewing a new job that has a Customer on it 

Group Login - Action: Print, Job state: On Hold

The user is a group (eg. Practice) and they use F5 Print, while viewing an On Hold job 

Group Login - Action: Print, Job state: Pre Booked

The user is a group (eg. Practice) and they use F5 Print, while viewing a Pre Booked job 



 

  

 

To change the default documents for an Action/State, first choose the Action/State from the "Action" drop-down list at the top of the page, then use the following options:

 

 

 

 

Button-add   Add a new rule

 

Click the green orb with the white plus symbol to add a default report for the currently selected Action and Job State. You will be presented with the form below.

 

 

Select the report in the "Report" box that you would like to be produced by this rule. You will only see reports that are listed in the eligible reports list, so if the report that you need isn't available in this list you will need to Cancel this form and then add your report as an eligible report. (see below)

 

Select an output type in the Send To box. This could be your default printer, an A5 printer, a PDF file, email etc. You can set up the available outputs by visiting the Send To's page of the Setup Wizard.

 

Choose the number of copies to default to. The user can alter this on-the-fly when they are printing this report for real.

 

The "Include this report if..." box will allow you to restrict the use of this report only when a condition has been met, such as only when the customer has a valid email address available or has a particular Tag.

 

The Sequence number is the position this report will appear in the print box when the user performs the specified action. For example, when booking out and invoicing an job, should the invoice be printed first, before a patient statement, or after any other documents have been printed. The reports will be listed in ascending order of this number, and the number does not need to be sequential.

 

 

 

 

Button-edit   Edit selected rule

 

Select a rule in the list of rules and then click the pencil icon. You will be presented with the same screen as for adding a new rule (above) but the boxes will contain the details for the selected report. Click OK to save any changes you make, or click Cancel to discard them and revert to the settings as they were.

 

 

 

 

Button-delete   Delete selected rule

 

Select a rule in the list of rules and then click the red cross icon. You will be asked to confirm your action before the rule is removed from the list.

 

 

 

 

 

Eligible Reports

 

Only reports that have been pre-defined as being "allowed" to print at different stages of a job will be offered to the user. For example, you won't need to print a credit note when you're booking in a job, and you won't need to print a patient statement when you're saving a credit note.

 

To change which reports are allowed to print at different stages of a job, you'll need to click the "Show eligible reports & default locations" box at the bottom of the page, and a new box will appear showing all the available reports for the Action/State selected at the top of the page.

 

 


The new box lists the reports that are eligible for printing given the selected action and job state. Although the reports in this box are available, only the ones in the upper box will automatically be suggested for printing. The user will have to manually select a report at run-time if they want any of the eligible reports that aren't automatically suggested.

 

 

 

To change which reports are available to print at a particular stage, follow this procedure:
 

Select the action and job state you want to configure from the list in the "Action" box.

 

All the eligible reports will be listed in the lower box. The user will be restricted to only being able to print these reports under the selected conditions.

You can use the Button-plus  Add and Button-subtract  Subtract buttons beside the eligible reports box to make different reports available for the given action and job state. Note, you will not be able to select a report as a default (using the steps above) unless it is already listed as an eligible report.

 

 

 

 

Button-plus   Add an eligible report

 

Click the green plus symbol to add a report to the eligible reports list. You will be presented with a list of reports to select from.

 

 

 

 

Button-subtract   Remove an eligible report

 

Select the report in the eligible reports list that you wish to remove, and then click the red subtract symbol. You will be asked to confirm your action. You will not be able to remove a report if it is also listed as a default report in the upper box.