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Workflow – Process Steps
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Shared-Calc folder
Work will be prioritized by department manager and assigned to each programmer. Important to start work from TOP ↓ (down) in that order. Once assigned work is completed, then pull from the Shared-Calc list… TOP ↓ (down). Note: Assigned work will not update, must hit F5(refresh).
TIP FOR HOW TO ASSIGN WORK TO YOUR SELF…
Example: Shared-Calc folder contains a few scanline forms, all from the same Jurisdiction, it makes
sense for one person to work on all of them.
■ To assign multiple documents from the Shared-Calc folder, click on Start link… document will then be
assigned to you and you can then repeat this process with the next form.
Step 1
Click on Start link from Work Flow to download. Hit refresh or F5 to turn field GREEN.
Step 2
File Download
Do you want to open or save this file?
Click “open” and all attachments for this document will appear in window…drag any attachment you will need onto Desktop.
DocID# (boxed template) , CALC_ and CORR_ are the most common prefix attachments you will need. ORIG_ is the original unchanged document from the taxing jurisdiction, DTP_ is the package needed by DTP to make the form which should include font control information and absolute positioning, and FIRST_PRODUCTION is used by Proofing.
Step 3
Open .pdf (“CALC_” and/or “CORR_” attachment) from Desktop.
Step 4
Open STF DataCenter and locate DocId. Check Popup tab for any applicable CAUTIONS.
Step 5
Open .pdf (Document) from SuperBoxing 5.0 and begin to program.
Step 6
Click on Finish link from Work Flow to upload document (browser window will appear…Document Upload).
Document Upload
Select the file you want to upload into DataCenter. Click on the Browse button and select file from Desktop.
Check the items you changed on the form.
□ Boxes (Did you add, delete, nudge, change justification or barcode value (Field Data) to a box?)
□ Ruby Code
Note: The above check box items selected from the Document Upload will also appear as checked in the Manifest section of DataCenter.
EXAMPLE: Form contains a barcode with no text box and no mathematical calculations…only change to items on form is to Boxes, however, if a text box is drawn to display the value of the barcode then the items you changed on the form would be to both Boxes and Ruby Code.
When you upload, the current status of the Calculates and Dataflow checkboxes, located under the General tab section of DataCenter, will be pre-filled. If there is a change, you must check or uncheck the applicable boxes.
Check the items you changed on the form.
□ Has mathematical calculations
□ Contains dataflow
IMPORTANT NOTE: At this time, only change to boxing allowed is justification and deleting boxes. All exceptions will be kicked back to DTP as “DTP Correction” for training purposes.
Add any notes you would like stored in Work Flow…this area is for any information that needs to be communicated to me upon completion.
NOTES are only stored in Work Flow and will NOT be transferred to DataCenter. Any notes that are important for future reference to remain with document must be commented in the Ruby Code!