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cats:procedures:traffic:scanningtrafficscreens [2016/07/05 15:53] – jen | cats:procedures:traffic:scanningtrafficscreens [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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=====Traffic Scan===== | =====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 | ||
+ | - **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> | ||
+ | ====Scanning Traffic Screens==== | ||
Use traffic scan to see everything all at once instead of individual scans. | Use traffic scan to see everything all at once instead of individual scans. | ||
Go to **Traffic > Traffic Scan** to scan traffic screens.\\ | Go to **Traffic > Traffic Scan** to scan traffic screens.\\ | ||
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====Menu Options==== | ====Menu Options==== | ||
Menu options for the traffic scan are: | Menu options for the traffic scan are: | ||
- | * Grid Edit - n/a\\ | + | * Edit\\ |
- | * Edit\\ | + | * Order\\ |
- | * Review - n/a\\ | + | |
- | * Order- \\ | + | |
* Search\\ | * Search\\ | ||
* Filter\\ | * Filter\\ | ||
- | * Tools - | + | * Tools (marks, exchange lots, or change field selections)\\ |
===Edit=== | ===Edit=== | ||
**Edit** from the top menu bar takes you to the location screen.\\ | **Edit** from the top menu bar takes you to the location screen.\\ | ||
[{{: | [{{: | ||
- | Location Screen | + | From here, you can perform normal functions on the location screen. |
[{{: | [{{: | ||
===Order=== | ===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.\\ |
[{{: | [{{: | ||
You can order the page by any of the following: | You can order the page by any of the following: | ||
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As Entered\\ | 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 |
[{{: | [{{: | ||
===Search=== | ===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\\ | Location No\\ | ||
Purchase Contract\\ | Purchase Contract\\ | ||
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Receipt No\\ | Receipt No\\ | ||
+ | For example, choose **Search > Traffic selection > Purchase contract**. | ||
[{{: | [{{: | ||
- | For example, choose **Search > Traffic selection > Purchase contract**. | + | Enter the purchase contract number and press **Apply**. |
[{{: | [{{: | ||
The purchase contract will now be highlighted on the page.\\ | The purchase contract will now be highlighted on the page.\\ | ||
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Title Holder\\ | Title Holder\\ | ||
Deal No\\ | Deal No\\ | ||
- | No Filter\\ | + | No Filter\\ |
- | [{{: | + | For example, choose **Filter > Traffic Location Field 1**. |
+ | [{{: | ||
+ | Enter the traffic location. Press **Apply**. | ||
+ | [{{: | ||
+ | The scan will be modified to include only the filter you choose. | ||
+ | [{{: | ||
+ | |||
+ | The **No Filter** scan will show you everything as it was before you added a filter.\\ | ||
===Tools=== | ===Tools=== | ||
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[{{: | [{{: | ||
- | Go to **Tools > Exchange Lots** to show a different set of marks you may or may not want to use.\\ | + | Go to **Tools > Exchange Lots** to show exchange lots with specific columns.\\ |
[{{: | [{{: | ||
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+ | ===Clean Up=== | ||
+ | [{{: | ||
+ | |||
+ | <note warning> | ||
+ | |||
+ | 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**. | ||
+ | [{{: | ||
+ | To see more about changing columns and modify a scan, see the wiki page [[cats: | ||
+ | {{tag>" |