Difference between revisions of "Barcode Sheets"
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PTS 5 includes a facility to generate your own customised A4 barcode sheets. In older versions of PTS this was achieved with a separate Windows application (Barcode Magic), but | PTS 5 includes a facility to generate your own customised A4 barcode sheets, for situations where simple barcode labels are not adequate. In older versions of PTS this was achieved with a separate Windows application (Barcode Magic), but is now available within PTS itself via the barcode sheet setup page. | ||
One barcode sheet comes pre-installed and is an A4 output of standard PTS barcodes for training purposes. | |||
==Creating a new barcode sheet | =Accessing the setup page= | ||
[[File:SidebarSetup.png|x225px|thumb|The PTS sidebar with Setup selected.]] | |||
Like many of the different PTS utilities, setup is found in the left-hand side bar. | |||
Hover over the sidebar with the mouse cursor and the side bar will expand. Select Setup to reveal a drop-down list of the various setup pages you have permission to access. | |||
To choose a setup page click on its name in the list to be taken to the setup page. | |||
PTS 5 is the most user configurable version of our Prescription Tracking System to date. As a result parts of this Wiki assumes that the reader has permission to access the elements of the system in question. If you don't see specific items and utilities where they are supposed to be you may not have permission to access them. | |||
=Creating a new barcode sheet= | |||
To create a new barcode sheet access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Barcode Sheet button. | To create a new barcode sheet access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Barcode Sheet button. | ||
The process then continues in the barcode sheet editor. | The process then continues in the barcode sheet editor. | ||
=Editing existing barcode sheets= | |||
To edit an existing barcode sheet, select the barcode sheet you wish to amend by clicking on its entry in the list to load the barcode sheet editor. | To edit an existing barcode sheet, select the barcode sheet you wish to amend by clicking on its entry in the list to load the barcode sheet editor. | ||
=Barcode sheet editor= | |||
[[File:TrainingBarcodeSheetPopup.png|400px|thumb|The barcode sheet editor is a WYSIWYG editor wherein you add PTS barcodes and other visual elements to create a customised A4 barcode document. This "Training Barcodes" document is pre-installed.]] | [[File:TrainingBarcodeSheetPopup.png|400px|thumb|The barcode sheet editor is a WYSIWYG editor wherein you add PTS barcodes and other visual elements to create a customised A4 barcode document. This "Training Barcodes" document is pre-installed.]] | ||
The barcode sheet editor is a WYSIWYG editor. You drag and drop barcodes and other visual elements exactly where you want them onto the page. | The barcode sheet editor is a WYSIWYG editor. You drag and drop barcodes and other visual elements exactly where you want them onto the page. | ||
A "Training Barcodes" barcode sheet, right, is pre-installed with PTS. It can be edited and experimented with, or used as-is. | A "Training Barcodes" barcode sheet, right, is pre-installed with PTS. It can be edited and experimented with, or used as-is. | ||
==Barcode sheet toolbar== | |||
<br/> | <br/> | ||
[[File:BarcodeSheetToolbar.png|x40px|thumb|center|The barcode sheet toolbar.]] | [[File:BarcodeSheetToolbar.png|x40px|thumb|center|The barcode sheet toolbar.]] | ||
<br/> | <br/> | ||
The barcode sheet toolbar is where you will find the tools to rename the barcode sheet, add new elements to it, and delete, print or save the document. | The barcode sheet toolbar is where you will find the tools to rename the barcode sheet, add new elements to it, and delete, print or save the document. | ||
===Renaming the barcode sheet=== | |||
The leftmost text field of the barcode sheet toolbar is where you can rename the barcode sheet. This name appears as the title on the document itself and in the list of barcode sheets on the barcode sheets setup page. Click Save Changes after making any changes. | The leftmost text field of the barcode sheet toolbar is where you can rename the barcode sheet. This name appears as the title on the document itself and in the list of barcode sheets on the barcode sheets setup page. Click Save Changes after making any changes. | ||
===Deleting the barcode sheet=== | |||
Click the Delete Barcode Sheet button to permanently delete the barcode sheet. | Click the Delete Barcode Sheet button to permanently delete the barcode sheet. | ||
===Printing the barcode sheet=== | |||
Click the Print Barcode Sheet button to print the barcode sheet to an available A4 printer. | Click the Print Barcode Sheet button to print the barcode sheet to an available A4 printer. | ||
====Adding elements to the barcode sheet==== | ===Adding elements to the barcode sheet=== | ||
[[File:AddingElementsBarcodeSheet.png|250px|thumb|Click on an element type to add it to the barcode sheet.]] | |||
Click the Add Elements drop down to select from a list of available components you can use to make up a barcode sheet. Once a selection has been confirmed it will be added to the specified page. | |||
====Adding barcodes==== | |||
It goes without saying that the primary available elements relate to the various PTS barcodes. | |||
<ul> | |||
<li><strong>Bag barcodes</strong></li> | |||
<li><strong>Cancel barcodes</strong><br/> | |||
Barcodes for your notes that cancel a prescription.</li> | |||
<li><strong>Collection note barcodes</strong><br/> | |||
Barcodes for your notes that mark a prescription as collected. Not to be confused with the dedicated 'collected' barcode which is available from the Miscellaneous category.</li> | |||
<li><strong>Delivery note barcodes</strong><br/> | |||
Barcodes for your notes that mark a prescription as delivered. Not to be confused with the dedicated 'delivered' barcode which is available from the Miscellaneous category.</li> | |||
<li><strong>Error barcodes</strong><br/> | |||
Barcodes for your notes that record an error against a prescription.</li> | |||
<li><strong>Miscellaneous barcodes</strong><br/> | |||
The barcodes that are otherwise available from the miscellaneous setup page.</li> | |||
<li><strong>Non-prescription related activity barcodes</strong></li> | |||
<li><strong>Note barcodes</strong></li> | |||
<li><strong>Prescription related activity barcodes</strong></li> | |||
<li><strong>Suspend barcodes</strong><br/> | |||
Barcodes for your notes that suspend a prescription.</li> | |||
<li><strong>User barcodes</strong></li> | |||
<li><strong>User collection / delivery QR barcodes</strong><br/> | |||
The QR codes for users who can confirm collection or delivery of a prescription. Usually represent a ward user. Primarily used with the delivery app.</li> | |||
<li><strong>Ward collection barcodes</strong><br/> | |||
Barcodes that collect all prescriptions that are waiting for collection for the specified ward.</li> | |||
<li><strong>Ward delivery barcodes</strong><br/> | |||
Barcodes that deliver all prescriptions that are waiting for delivery for the specified ward.</li> | |||
<li><strong>Ward group collection barcodes</strong><br/> | |||
Barcodes that collect all prescriptions that are waiting for collection for the specified ward group.</li> | |||
</ul> | |||
====Adding text==== | |||
You can use these elements to add text to your barcode sheet. | |||
<ul> | |||
<li><strong>Add Title</strong><br/> | |||
A title is large white text on a black background that is designed to break up the sheet into sections.</li> | |||
<li><strong>Add text box</strong><br/> | |||
A text box is smaller black text on a white background.</li> | |||
</ul> | |||
==Customising the barcode sheet== | |||
You can select or move any interactive element by clicking on the grey anchor bar that appears underneath it. | |||
===Selecting and moving an element=== | |||
[[File:MovingBarcodeElement.png|250px|thumb|Use the grey anchor bar underneath the element to select it or to drag and drop it into position. Click on the barcode caption to edit it.]] | |||
Each barcode and text element will appear with a distinctive grey bar underneath the element. This is an anchor bar and can be used to select the element for further customisation (see below), or can be used to drag and drop the element to another location on the sheet. | |||
Hover the mouse over the anchor bar and the 'move' cursor [[File:BarcodeSheetMoveCursor.png|x25px]] will appear. You can then drag and drop the element to the desired location. | |||
<br/><br/> | |||
[[File:BarcodeSheetCustomiseToolbar.png|x40px|thumb|center|The barcode sheet customise toolbar.]] | |||
<br/> | |||
After selecting an element, the customise toolbar will appear. You can use these controls to move, resize and reformat the element. | |||
===Deleting the selected element=== | |||
[[File:DeleteBarcodeSheetElement.png|x25px]] Click the delete button to remove the element from the sheet. | |||
===Changing the order of the selected element=== | |||
[[File:ChangeOrderBarcodeSheetElement.png|x25px]] Click the buttons to move the element on the z-axis, meaning to move the element in front of or behind other elements. | |||
===Changing the width of the selected element=== | |||
[[File:ChangeWidthBarcodeSheetElement.png|x25px]] Click the buttons to resize the element wider or narrower. | |||
===Changing the height of the selected element=== | |||
[[File:ChangeHeightBarcodeSheetElement.png|x25px]] Click the buttons to resize the element taller or shorter. | |||
===Changing the alignment of the selected element=== | |||
[[File:ChangeAlignmentBarcodeSheetElement.png|x25px]] Click the buttons to re-align the text portion relative to its container. Options are left, right, centre, and justify. | |||
===Adding a border to the selected element=== | |||
[[File:ChangeBorderBarcodeSheetElement.png|x25px]] Click the button to add a black border around the element. | |||
Latest revision as of 13:21, 5 July 2022
PTS 5 includes a facility to generate your own customised A4 barcode sheets, for situations where simple barcode labels are not adequate. In older versions of PTS this was achieved with a separate Windows application (Barcode Magic), but is now available within PTS itself via the barcode sheet setup page.
One barcode sheet comes pre-installed and is an A4 output of standard PTS barcodes for training purposes.
Accessing the setup page
Like many of the different PTS utilities, setup is found in the left-hand side bar.
Hover over the sidebar with the mouse cursor and the side bar will expand. Select Setup to reveal a drop-down list of the various setup pages you have permission to access.
To choose a setup page click on its name in the list to be taken to the setup page.
PTS 5 is the most user configurable version of our Prescription Tracking System to date. As a result parts of this Wiki assumes that the reader has permission to access the elements of the system in question. If you don't see specific items and utilities where they are supposed to be you may not have permission to access them.
Creating a new barcode sheet
To create a new barcode sheet access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Barcode Sheet button.
The process then continues in the barcode sheet editor.
Editing existing barcode sheets
To edit an existing barcode sheet, select the barcode sheet you wish to amend by clicking on its entry in the list to load the barcode sheet editor.
Barcode sheet editor
The barcode sheet editor is a WYSIWYG editor. You drag and drop barcodes and other visual elements exactly where you want them onto the page. A "Training Barcodes" barcode sheet, right, is pre-installed with PTS. It can be edited and experimented with, or used as-is.
Barcode sheet toolbar
The barcode sheet toolbar is where you will find the tools to rename the barcode sheet, add new elements to it, and delete, print or save the document.
Renaming the barcode sheet
The leftmost text field of the barcode sheet toolbar is where you can rename the barcode sheet. This name appears as the title on the document itself and in the list of barcode sheets on the barcode sheets setup page. Click Save Changes after making any changes.
Deleting the barcode sheet
Click the Delete Barcode Sheet button to permanently delete the barcode sheet.
Printing the barcode sheet
Click the Print Barcode Sheet button to print the barcode sheet to an available A4 printer.
Adding elements to the barcode sheet
Click the Add Elements drop down to select from a list of available components you can use to make up a barcode sheet. Once a selection has been confirmed it will be added to the specified page.
Adding barcodes
It goes without saying that the primary available elements relate to the various PTS barcodes.
- Bag barcodes
- Cancel barcodes
Barcodes for your notes that cancel a prescription. - Collection note barcodes
Barcodes for your notes that mark a prescription as collected. Not to be confused with the dedicated 'collected' barcode which is available from the Miscellaneous category. - Delivery note barcodes
Barcodes for your notes that mark a prescription as delivered. Not to be confused with the dedicated 'delivered' barcode which is available from the Miscellaneous category. - Error barcodes
Barcodes for your notes that record an error against a prescription. - Miscellaneous barcodes
The barcodes that are otherwise available from the miscellaneous setup page. - Non-prescription related activity barcodes
- Note barcodes
- Prescription related activity barcodes
- Suspend barcodes
Barcodes for your notes that suspend a prescription. - User barcodes
- User collection / delivery QR barcodes
The QR codes for users who can confirm collection or delivery of a prescription. Usually represent a ward user. Primarily used with the delivery app. - Ward collection barcodes
Barcodes that collect all prescriptions that are waiting for collection for the specified ward. - Ward delivery barcodes
Barcodes that deliver all prescriptions that are waiting for delivery for the specified ward. - Ward group collection barcodes
Barcodes that collect all prescriptions that are waiting for collection for the specified ward group.
Adding text
You can use these elements to add text to your barcode sheet.
- Add Title
A title is large white text on a black background that is designed to break up the sheet into sections. - Add text box
A text box is smaller black text on a white background.
Customising the barcode sheet
You can select or move any interactive element by clicking on the grey anchor bar that appears underneath it.
Selecting and moving an element
Each barcode and text element will appear with a distinctive grey bar underneath the element. This is an anchor bar and can be used to select the element for further customisation (see below), or can be used to drag and drop the element to another location on the sheet.
Hover the mouse over the anchor bar and the 'move' cursor 
will appear. You can then drag and drop the element to the desired location.
After selecting an element, the customise toolbar will appear. You can use these controls to move, resize and reformat the element.
Deleting the selected element
Click the delete button to remove the element from the sheet.
Changing the order of the selected element
Click the buttons to move the element on the z-axis, meaning to move the element in front of or behind other elements.
Changing the width of the selected element
Click the buttons to resize the element wider or narrower.
Changing the height of the selected element
Click the buttons to resize the element taller or shorter.
Changing the alignment of the selected element
Click the buttons to re-align the text portion relative to its container. Options are left, right, centre, and justify.
Adding a border to the selected element
Click the button to add a black border around the element.