Differences

This shows you the differences between two versions of the page.

--- cats:procedures:traffic:scanningtrafficscreens [2016/07/05 15:40] – jen
+++ cats:procedures:traffic:scanningtrafficscreens [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 =====Traffic Scan=====
+This is a step-by-step guide to using the traffic scan option in CATS.\\
+====Quick Guide Steps====
+  - From the main menu, go to **Traffic > Traffic Scan.**
+  - Choose your menu option: **Edit, Order, Search, Filter or Tools.**
+  - **Edit** takes you to the location screen. From here, you can perform normal functions on the location  screen.
+  - **Order** from the top menu bar allows you to order the traffic scan page.
+  - **Search** on the top menu bar will find a specific traffic selection. It will find the first record in the list that matches the search criteria.
+  - Use **Filter** to filters through the scans.
+  - Use **Tools** option to show marks, exchange lots, or change selections.\\
+  - To modify a scan from traffic scan, go to the **Question Mark (?) > Modify Scan**.
+  - Pick **Exit** to return to main menu.\\
+{{entry>0;Traffic Scan;-}}
+====Scanning Traffic Screens====
 Use traffic scan to see everything all at once instead of individual scans.
 Go to **Traffic > Traffic Scan** to scan traffic screens.\\
@@ Line 8: / Line 22: @@
 ====Menu Options====
 Menu options for the traffic scan are:
-  * Grid Edit - n/a\\
+  * Edit\\
-  * Edit\\
+  * Order\\
-  * Review - n/a\\
-  * Order- \\
   * Search\\
   * Filter\\
-  * Tools -
+  * Tools (marks, exchange lots, or change field selections)\\
 ===Edit===
 **Edit** from the top menu bar takes you to the location screen.\\
 [{{:cats:procedures:traffic:trafficscan_edittrafficscan.png?|Edit traffic scan}}]
-Location Screen
+From here, you can perform normal functions on the location screen.
 [{{:cats:procedures:traffic:trafficscan_locationscreen.png?|Location screen}}]
 ===Order===
-**Order** from the top menu bar allows you to traffic scan page in the order you want.\\
+**Order** from the top menu bar allows you to order the traffic scan page.\\
 [{{:cats:procedures:traffic:trafficscan_ordertrafficscan.png?|Order Traffic Screen}}]
 You can order the page by any of the following:\\
@@ Line 42: / Line 54: @@
 As Entered\\
-For example, choose **Purchase contract** and it will list the traffic scan by purchase number.
+For example, choose **Order > Traffic Order > Purchase contract**. Enter the purchase contract number and press **Apply**.  It will list the traffic scan by purchase number.
 [{{:cats:procedures:traffic:trafficscan_orderbypurchcontract.png?|Order by purchase contract}}]
 ===Search===
-**Search** on the top menu bar will find a specific traffic selection.You can search by any of the following:\\
+**Search** on the top menu bar will find a specific traffic selection. It will find the first record in the list that matches the search criteria. You can search by any of the following:\\
 Location No\\
 Purchase Contract\\
@@ Line 63: / Line 75: @@
 Receipt No\\
+For example, choose **Search > Traffic selection > Purchase contract**.
 [{{:cats:procedures:traffic:trafficscan_searchtrafficscan.png?|Search traffic scan}}]
-For example, choose **Search > Traffic selection > Purchase contract**. Enter the purchase contract number and press **Apply**.
+Enter the purchase contract number and press **Apply**.
 [{{:cats:procedures:traffic:trafficscan_searchbypurchcontract.png?|Search by purchase contract}}]
 The purchase contract will now be highlighted on the page.\\
@@ Line 84: / Line 97: @@
 Title Holder\\
 Deal No\\
 No Filter\\
-[{{:cats:procedures:traffic:trafficscan_filtertrafficscan.png?|Filter traffic scan}}]
+For example, choose **Filter > Traffic Location Field 1**.
+[{{:cats:procedures:traffic:trafficscan_filterbylocation.png?|Filter by traffic location}}]
+Enter the traffic location. Press **Apply**.
+[{{:cats:procedures:traffic:trafficscan_filterbyenterlocation.png?|Traffic scan filter by location}}]
+The scan will be modified to include only the filter you choose.
+[{{:cats:procedures:traffic:trafficscan_filterbyenterlocationresults.png?|Scan filtered by location}}]
+The **No Filter** scan will show you everything as it was before you added a filter.\\
 ===Tools===
-Use **Tools** to show marks, exchange lots, or change selections.\\
+Use **Tools** option to show marks, exchange lots, or change selections.\\
 [{{:cats:procedures:traffic:trafficscan_toolsmarks.png?|Traffic scans tools}}]
-==Marks==
+Go to **Tools > Marks** to show all marks for these traffic screen.\\
+[{{:cats:procedures:traffic:trafficscan_toolsshowmarks.png?|Tools option to show marks}}]
+Go to **Tools > Exchange Lots** to show exchange lots with specific columns.\\
+[{{:cats:procedures:traffic:trafficscan_toolsexchangelots.png?|Traffic scan tools exchange lots}}]
+[{{:cats:procedures:traffic:trafficscan_trafficscanexchangelots.png?|Traffic scan exchange lot}}]
+Go to **Tools > Change field 4 selections** to change the selection in field 4.\\
+[{{:cats:procedures:traffic:trafficscan_toolschangefield4.png?|Change selection in field 4 on traffic scan}}]
+Enter the criteria for field 4 and press **OK**.\\
+[{{:cats:procedures:traffic:trafficscan_changefield4criteria.png?|Enter your new criteria}}]
+===Clean Up===
+[{{:cats:procedures:traffic:trafficscan_toolscleanup.png?|Clean up option in tools}}]
+<note warning>Contact New Data Systems before using the **Clean Up** command. **Clean Up** will delete records.</note>
+Clean up removes orphan traffic screens and marks from the traffic scan. If CATS finds traffic screens with contract numbers that do not exist, it will delete them. Same goes for traffic marks.
+Press **Exit** to return to the main menu.\\
+===Modify Scan===
+To modify a scan from traffic scan, go to **Question Mark (?) > Modify Scan**.
+[{{:cats:procedures:traffic:trafficscan_questionmarkmodifyscan.png?|Modify scan from a traffic scan}}]
+To see more about changing columns and modify a scan, see the wiki page [[cats:questions:settings:scancolumns|How do I change columns in a scan.]]
+{{tag>"traffic scan"}}