USER-DEFINED WINDOWS
Revised 04/02/09

In the collection industry there is often a need to store data that may be client, account or process specific and is usually unique to the individual agency. While Intelec does provide standard screens to store the more common types of data, it also allows you to create up to 99 additional screens (windows) to store any additional data you may need. We call these screens User-defined windows. The key features of User-defined windows are:

•  Information can be loaded into the windows, electronically or can be entered by users
• You can have free form windows or set up templates with some fixed text (a practical use is for defining titles for each field)
• There are windows that can not be updated by users (based on the window code)
• You can control the amount and type (alpha/numeric) of data entered into specific areas of the window
• There are merge codes to print information from windows
• You can use the information in the windows for Smart Code decision-making (? logic).
• You can automatically present a window based on the client on the account or the application of a Smart code
• You can print information from a window
• You can store up to a 1000 lines of data per window
  
  
  

SETTING UP A USER-DEFINED WINDOW

User-defined window options are located on the System Control Menu 3.

The example window we will be setting up will be client group specific and we will be referring to the above options throughout this document.

Client specific User-defined window templates must first be set up as a company window template.  The system will use the client option if one exists and if not it will use the company option.

Step 1

Set up window code and templates for company

This option is used to set up User-defined window templates for the company level.

Key in the number you have chosen for this User-defined window.

Window description – Enter description of the new window you are creating.

Right-justified titles (R) – If you want the titles to appear on the right side of the window enter an "R". Right justifying the titles allows the user to begin adding data in the first position of each line. The default is "L" so the titles will appear on the left side of the window.

Print not allowed (N) – If you do not want anyone to be able to print this information (from Tab-Q option) enter an "N".

Special authority needed (A-Z) – If you only want certain users to access this window enter the special authority level here (from system security). E.g. An "N" means anyone with "N" authority or greater (N through Z) can access.

Format Fields (Y) – If you want to reserve the first 24 characters in each line for titles enter a "Y".

In the above example we have chosen to left justify the title fields, allow users to print the window, allow access to the window for anyone with special authority of N or greater and reserve the 1^st 24 characters for titles.

F10 to add lines and titles for the new window.

Key in the heading and /or titles required for this User-defined window. F12 to update as you complete each set of 5 lines. F12 when finished then F7 to view template.

NOTE: Once a line has been created it can be changed from the main screen (F12 to update) without using F10-Add Line key.

Step 2

Set up window code and templates by client

This option is used to set up User-defined window templates for the client level.

Key in the client number for this User-defined window.

Key in a "Y" if this window is to be used for the client group.

Key in the number of the User-defined window.

Using the above company instructions, create the Client User-defined window.

When you compare this client window with the company window, you will notice the line "Number of Dependents" has been added. This client had a special request that no other client needed.

Step 3

Set up data types for individual fields (by line#) by client#

This option is used to control the type of data the user enters into the window.

Key in the client number and group number then press the enter key.

F10 to add new window data

Key in the User-defined window code.

Key in the window line you are defining. You will need to do these steps for each line you want to define.

Key an "A" if the user must add data as alpha or an "N" if it must be numeric.

Key in the maximum length required for the field that the user will be keying data into.

Key in the decimal point position if this is a numeric field. Ex 2 would appear as .00.

F12 to update new window data

In the above example we have set up both alpha and numerical fields.

Step 4

Set up protected areas of User-defined windows

This option is used to protect certain areas of the window. Users will not be able to change any data in this area.

F10 to add new window data

Key in the User-defined window code.

Key in the window line positions you are protecting. You will need to do these steps for each line positions you want to protect.

Key in the field number for the starting position.

Key in the field number for the ending position.

F12 to update new window data

In the above example the 1^st line of the User-defined window has been protected because it is informational to all users.

What the user will see when accessing the window:

USING MERGE CODES TO PRINT INFORMATION FROM USER-DEFINED WINDOWS

We have special merge codes to access any information from any User-defined window. These merge codes and options can be used to print letters in-house. It will not assist you in sending information to a printing service, unless there is custom code for it.

Step 1

Assign the User-defined window code to the letter

User-defined window indicator:  

*UD = the system key word to indicate that the merge codes being used are to be associated with a User-defined window.

nn = the User-defined window#.

Ex.

*UD40 means that the following merge codes will pull the data from User-defined window #40.    

NOTE: The key word/UDW# has to be set up within the letter, preceding the merge codes being used.

Data can be pulled from several different User-defined windows into the same letter.

Each time the User-defined window changes the *UDnn will need to be assigned and must precede that window's merge codes.

The User-defined window merge codes are K01-K99.

Step 2

Assign merge codes to be used

User-defined window merge code line and position indicators:

K = the system key word to indicate that the data is to be pulled from a specific User-defined window line (or row).

xx = the particular user-defined window line number.

yy = the starting position number (column#) within the selected line.

zz = the number of characters that need to be printed.

NOTES: When using multiple line and position indicators, they must be separated by a comma.

The user-defined window line/row is 80 characters long

Examples :

Kxx – Merge code will print all the data on the line indicated (xx) and needs be set up in the 1^st position with no other data on the line after the merge code.

Ex. <K27 means print all data from the 27^th line starting in position 1 and ending in position 80.

Kxx,yy - Merge code will print the data starting in a specific position (yy), on the line indicated (xx) and needs be set up in the specific starting position with no other data on the line after the merge code.

Ex. <K27,40 means print any data from the 27^th line starting in position 40 and ending in position 80.  

Kxx,yy,zz - Merge code will print the data starting in a specific position (yy), on the line indicated (xx), will only include a set number of characters (zz) and it needs be set up in the specific starting position with no other data within the space occupied by the specified number of characters on the line after the merge code.

e.g. <K27,18,31 means print any data from the 27^th line starting in position 18 and ending in position 48.

Letter format set up using the above examples, to pull data from both UDW #30 and UDW #40.