Configurable Data Entry CDE

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Configurable Data Entry (CDE)
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Configurable Data Entry

• Product Overview
• Business Needs
• The Solution CDE
• Features Demonstrated
• Questions

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Business Needs

• Simplified data entry
• Intuitive data entry (requires less/no training)
• Rigid data entry
• Easily deployed data entry mechanism
• Thats great! But
• Our process is different
• Need/Dont need this feature
• Who changed my data?
• Where is this subsection used?

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The Solution Configurable Data Entry

• Web based application
• Single deployment location company web server
• NO client installation required! Uses web
  browser
• Centralized configuration, no more INI files.
• Driven by new or existing subformats
• Web based configuration administrator
• Extensive configuration build your own process

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CDE Simplified Data Entry

• Subformat section displayed as a single page
• Pages navigable by tab bar
• Sub sections presented top-down with data in
  document order
• Each sub section shows who/when updated
• Live updating as data is entered
• Specific validation feedback

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CDE Creating new entry page(s)

• Create subformat in PowerWERCS
• Import subformat to CDE
• Configure

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CDE Configurability Subformat

• Provide more descriptive name
• Assign workflow
• Security assign many roles
• Show/Hide document preview
• Show/Hide document rejection

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CDE Configurability Sections

• Run EU wizard
• Alias data mode
• Import data for section
• Assign rule group to run
• Process workflow task

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CDE Configurability Sub Sections

• Input types based on usage type
• Multiple phrase selection
• Single phrase selection
• Single line text box
• Large multi-line text box
• Graphics
• Radio buttons
• Drop down list
• Check box

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CDE Configurability Sub Sections

• Phrase input options
• Multiple phrases (subsection default)
• Single phrases
• 1-15 phrases drop down list
• gt 15 phrases popup selector

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CDE Configurability Sub Sections

• Value input options
• Text
• Single line textbox (subsection default)
• Multi-line text area
• Numeric (enter in textbox)
• Provides automatic numeric validation
• Optional range validation
• Graphic always show as graphic selector
• Product Date always show as date selector

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CDE Configurability Sub Sections

• Value input options
• Option list
• Control choice
• Radio buttons
• Dropdown list
• Configurable option list
• Define separate value and caption
• Yes/No (checkbox)
• Define different values for checked and unchecked
• Yes/No True/False options provided

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CDE Configurability Global validation

• Subformat defined validation supersedes
• Subformat validation types
• Range
• Always shows as numeric textbox
• List
• Always shows as option list input
• Allows option list input choice
• Radio buttons
• Dropdown list

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CDE Data view/entry

• Choose subformat to preview
• Page tab bar
• Data import
• Data entry area
• Page navigation
• Reject product
• Complete page
• XML Export

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CDE Data view/entry

• Subsection editing
• Simple input
• Edit button
• Validation
• Update information
• Where is this subsection used?
• Page status
• Workflow task notes

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CDE Data view/entry Read only data

• Certain non-editable subsections
• Component data (why?)
• Display as component table
• Edit button opens formulation edit

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CDE Data view/entry Processing

• Complete Page button
• Validates data
• Runs EU wizard
• Runs rule group
• Processes workflow task
• Advance to next page
• Reject Product button
• Steps workflow back to the previous task

Step happens only if configured to
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CDE Planned feature additions

• Complete all Pages button
• Product copy (not just new from existing)
• Component data editing
• Product selector in data entry area

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Configurable Data Entry

• Questions?