Quick Note Entry (SME210)

Use this program to enter notes or messages (quick notes) that are to be printed to a printer, Faxed as a cover page only transmission, and/or sent as an OA message in the Office Automation system.

Ü Access this program from the SM Message menu or by typing the access code NOTE anywhere in the menu system.

Messages can include up to 999 lines. The message may be printed, faxed or sent as an OA message to as many destinations as needed.

The system discards the message once you exit the message screen.

Use the following fields to create a quick note entry:

1. Enter Note

Enter the note or message you want to send in the Quick Note Entry window.

Enter text (up to 70 characters per line). The program wraps at the end of each line, or you can press Enter (CR) to start a new line.

Press F3 end line entry.

Lines can be added, inserted, or deleted.

Transmission options include: Print, Fax cover page, and/or create OA through the FACTS OA system. Access to the OA system may be restricted.

When you select the Fax option from the printer list, the Fax Information Entry screen appears so you can set up the Fax.

Use the following field to create fax entries:

Header Entry

1. Sender

The system will default the Sender’s name, default cover page, and Fax suffix from the SM User Code F/M record for the current user. This name appears on the cover page of the Faxed transmission. Press F3 to accept all the defaults.

2. Cover

Enter the cover page code (4 characters). Press F1 for No Cover or F2 to search for an existing cover.

3. Memo

Enter Yes if you want to add a global memo. The memo entered here is a global memo and will be transmitted to each Fax recipient. An individual memo can be entered during line item entry. CR defaults to No.

4. Transmission Time

Enter the time to send the Fax request in the format HH:MM ?M (AM or PM). CR defaults to ASAP.

5. CP - Forced Compressed Print

Enter whether to force compressed print. CR defaults to No. This function is optional since FACTS automatically uses compressed print when required.

6. Suffix

The default value from SM User Code F/M appears. The dialing suffix is used if an accounting code is required by the phone system for making local or long distance phone calls. This prompt may not be required based on the Suffix flag in FL Static Control.

This completes the header portion of the Fax Information Entry Program. Header information can be changed prior to completing the ending routine functions.

Line Item Entry

1. FAX Phone Number

Enter the Fax phone number, a Fax class, or Fax group. When adding a long distance number, include the long distance prefix 1 and the area code. If an additional dialing prefix is required by the phone system for obtaining an outbound phone line, set the prefix in FL Static Control F/M.

To Fax by class, such as "South East Customers", enter the Fax class code from Fax Class F/M.

To Fax by group, such as "South East & West Customers", enter the Fax class code from Fax Class F/M.

2. Recipient

Enter the Fax recipient’s name. The recipient’s name will default from the Fax phone directory if the Fax phone number matches an entry in Fax phone directory.

* Cover Page

This field is initially skipped and defaults to the value in the header. To access this field, press F4-Backup from the Memo field. Enter the cover page code from Fax Cover Page F/M. CR accepts the default value.

4. Memo

Indicate whether or not to include a memo on the Fax cover page. The memo entered here is considered to be an individual memo since it will be transmitted to this recipient, only. The global memo, transmitted to all recipients, is entered in the header.

This completes the line item portion of the Fax Information Entry Program. Line item information can be changed prior to completing the ending routine functions.

Footer

The footer allows you to

The total number of Fax recipients appears at the bottom of the screen.

CR-Continue processes the request(s). The system displays a "Fax Transmission" box and the job number for the Fax request. It then submits each job to the Fax scheduler for transmission.

Press F1- to cancel all Fax requests.

Press F2- to change header information.

Press F3- to change line item information.