Updating Prompt Text Data

From time to time, it may be necessary to make corrections to customer-supplied responses to prompt field customizations.

This information can be modified in three locations

1. The Service panel

2. Orders Mode

3. tsPortal

The choice of where to modify the customer’s responses to prompt text will largely depend on whether the order has been downloaded or not, and to a large extent, the user’s personal preference.

Orders Mode and tsPortal can only be used if the order has been downloaded, whereas the Service panel edits the information on the web server itself and requires the order to be either downloaded or re-downloaded the order to see the changes in the desktop applications.

The service panel

Making changes to Prompt responses in the Service panel modifies the data directly on the IOS server.

To modify a prompt response

1. Log in to the IOS service panel

2. Select the Orders object

3. Using the Search window, find the order to be modified

4. Click the Order Key to display detailed information about the order

5. Click the Item on the order that was customized with prompt text

6. Click the edit (pencil) icon on the desired prompt field

7. Edit the information as needed

8. Click the Update button to submit the changes

Redownloading the order

If the order has not yet been downloaded, the modified information will simply be part of the order when it is downloaded.

If the order has already been downloaded, it will be necessary to redownload the order so that the modified customer information replaces the incorrect information already in the local database.

To redownload the order.

1. In the Service panel, enter the Order detail as per above

2. Under Status, select Mark to redownload

3. Click Update to submit the change

4. The order will redownload in the next download action and replace the previously downloaded order

Warning !

Redownloading an order, deletes the previously downloaded order and removes any products for the order from the queue. The order then downloads again with the modified customer information. If the order is an Identify order it will need to be re-identified.

For this reason, many users prefer to modify customer information in tsPortal or Orders Mode. They may choose to also modify the data online in the Service panel but not redownload the order. This makes the data consistent between the online and local database but avoids the need to re-identify and re-process the order.

Orders Mode

All customer-based orders (online orders and customer paper orders) appear in Orders Mode. This is true regardless of the Order Processing method (pre-orders or Fulfill).

It is therefore possible to make changes to the responses from within Orders Mode even for orders that have been downloaded to Fulfill.

To modify prompt field responses for an order:

1. Open the job in question and navigate to Orders Mode

2. Select the Text tab

3. Find the order and the text to be modified

4. Click the text and modify as desired

tsPortal

It is possible to make changes to customer responses to prompt fields in tsPortal.

To make changes to customer responses:

1. Locate the order that needs to be altered

2. Click on the Prompt Fields tab.

3. Click the field that needs to be adjusted and make the changes