direct:userguide
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direct:userguide [2024/09/11 15:50] – Ordering generics cwaugh | direct:userguide [2024/12/02 13:56] (current) – Reformatting kerhart | ||
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====== .decimal Direct User Guide ====== | ====== .decimal Direct User Guide ====== | ||
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- | **// | + | **// |
//** | //** | ||
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===== Overview ===== | ===== Overview ===== | ||
- | decimal Direct is a web based interface used to facilitate ordering and tracking of patient specific devices from .decimal, LLC. | + | decimal Direct is a web-based interface used to facilitate ordering and tracking of patient specific devices from .decimal, LLC. |
< | < | ||
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- | As such, decimal Direct interface is designed with the customer in mind and provides: | + | As such, the decimal Direct interface is designed with the customer in mind and provides: |
- | A internet based method of ordering patient specific medical | + | * An internet-based method of ordering patient-specific medical devices for manufacturing by .decimal, LLC. |
- | devices for manufacturing by .decimal, LLC. | + | |
- | The ability to view the real time status of ordered parts as they go through the manufacturing process. | + | |
- | A direct link to the shipping vendor tracking system allowing the user to track the shipment or parts. | + | |
- | The ability to download order summary reports for ordered parts. | + | |
- | Options for managing email order and shipment confirmations. | + | |
- | ==== Video Guides ==== | + | ===== Video Guides |
The following guide videos are provided for a quick look at some basic decimal Direct features: | The following guide videos are provided for a quick look at some basic decimal Direct features: | ||
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- [[https:// | - [[https:// | ||
- | ==== Direct Version History | + | ===== Step-By-Step Tutorials ===== |
- | * [[direct: | + | The following links each provide detailed instructions for a specific |
- | ---- | + | |
- | ===== Login ===== | + | |
+ | | ||
+ | | ||
+ | - [[direct: | ||
- | ==== How do I access decimal Direct? ==== | ||
- | If you are a first time user, and have not been assigned a user name and password or you have forgotten your user name and password, please contact .decimal' | + | ===== Site / User Management ===== |
- | Once you have your username and password: | + | The following links each provide detailed instructions for using the decimal Direct Site Management features: |
- | === Login === | + | |
- | + | ||
- | + | ||
- | | + | |
- | - Click the Login button in the top right corner of the web page. | + | |
- | - Type in your username (If you didn't create a username, this will be your email address) | + | |
- | - Click " | + | |
- | - In the next window, enter your password, and click " | + | |
- | + | ||
- | < | + | |
- | + | ||
- | **NOTE:** //Once you are done with your Direct session it is best to hit the " | + | |
---- | ---- | ||
- | ===== Ordering Patient Specific Devices ===== | ||
- | Ordering devices through | + | ===== How do I access |
- | | + | If you are a returning user and cannot remember your username or password, we recommend first trying to reset your password: |
- | * Verification that duplicate files have not been ordered. | + | |
- | * Batching of your orders placed at the same time, so that all parts will be shipped together after all the parts are manufactured. | + | * Click the Login button. |
- | ==== Uploading Files ==== | + | * Enter the email address associated with your account and click Next. |
+ | * Once the new authentication screen appears, click the " | ||
- | Files are manually browsed for and uploaded using decimal | + | If you do not receive the password reset email or you are a first time user, and have not been assigned a user name and password please contact .decimal's Customer Support staff at 1-800-255-1613 |
- | - Login to decimal Direct [Hyper link to Login section]. | ||
- | - Select the " | ||
- | - Select the " | ||
- | - Select the file(s) for upload(**NOTE: | ||
- | - Select the " | ||
- | ==== Ordering Files ==== | ||
- | |||
- | Once files have been manually uploaded they will be shown in the "File Holding Queue" | ||
- | |||
- | < | ||
- | |||
- | To finalize and place the order: | ||
- | |||
- | - Verify that all files uploaded are displayed. If this is not the case, please contact .decimal customer support for further assistance. It may take a few seconds for your files to appear as they are processed. | ||
- | - Select the file(s) you wish to order. | ||
- | - Read the Terms and Conditions (By placing an order you are acknowledging your agreement to the terms and conditions). | ||
- | - Click the " | ||
- | - A progress UI will be displayed until the order has been finalized. | ||
- | |||
- | |||
- | === Order Error Statuses === | ||
- | |||
- | Devices uploaded to Direct for ordering can sometimes hit an error. Typically this is the result of a configuration change or an issue .decimal staff must address. See below for a list of each status and a description and solution for how to resolve the error status: | ||
- | |||
- | - **Ready to Order**: This status is not an error status and means the device is able to be ordered as uploaded | ||
- | - **Order Placed / Ordering**: This is an internal status for .decimal order processing and should not be seen for more than a second or two. If you see your order stuck with this status there may be an internal issue on .decimal' | ||
- | * Solution: If you see your order stuck with this status for more than 10 seconds please contact .decimal customer support. | ||
- | - **Duplicate of Record in Holding Queue**: There are multiple copies of the same device uploaded in Direct | ||
- | * Solution: Remove the duplicate device and click the ' | ||
- | - **Duplicate of Job #<serial number> | ||
- | * Solution: Delete the uploaded duplicate device or contact .decimal to allow ordering of the duplicate order if you need the duplicate device ordered | ||
- | - **Unknown Machine Name**: The treatment machine selected when generating this order does not exist in the machine setups .decimal maintains for your site. This is normally due to a incomplete new customer setup or a change within your facility in machine name. .decimal keeps your machine setups synchronized with your physical site to ensure there are no configuration issues that would lead to a delay of your device being used for treatment. | ||
- | * Solution: Contact .decimal customer support to address the missing machine from your machine setups. | ||
- | - **Unknown Machine Setup**: The treatment machine selected when generating this order does not match the machine setups .decimal maintains for your site. .decimal keeps your machine setups synchronized with your physical site to ensure there are no configuration issues that would lead to a delay of your device being used for treatment. | ||
- | * Solution: Contact .decimal customer support to address the incorrect machine setup | ||
- | - **Machine type mismatch**: The manufacture (e.g.: Varian, Siemens, or Elekta) of the treatment machine selected when generating your order does not match the manufacturer of the machine within the machine setups .decimal maintains for your site. This could cause the ordered device to be manufactured incorrectly. | ||
- | * Solution: Contact .decimal customer support to address the incorrect machine setup | ||
- | - **Error: Invalid p.d version for Electron Apertures**: | ||
- | * Solution: Use p.d 5 or later to generate and place the order or contact .decimal customer support to update your p.d version. | ||
- | - **Error: < | ||
- | * Solution: You can attempt to address the issue with your order file if you are aware of the problem, but in most circumstances contacting .decimal customer support will be necessary. | ||
- | |||
- | ===== Ordering Generics ===== | ||
- | |||
- | ===== Viewing Job Status and Tracking an Order ===== | ||
- | |||
- | Detailed information can be viewed for ordered parts from the Job Status list. This information includes some basic details from the order file as well as manufacturing status and shipment tracking information. | ||
- | |||
- | - Login to decimal Direct [Hyper link to Login section]. | ||
- | - Go to the " | ||
- | - Select Site ID from the drop down list, pertaining to the part under consideration (only customers with multiple sites associated with their user name will have multiple numbers in the drop down menu). | ||
- | - Search or filter the job list to display the part under consideration. | ||
- | * **NOTE:** //If you want to search by Site ID, begin typing into the " | ||
- | * For all other filtering it is best to use the normal search bar all the data in the table will be filtered down to jobs that contain what is entered in the search bar. For example, if you type " | ||
- | - Select the particular job for which you would like to see details. You can see the manufacturing phase (Engineering, | ||
- | |||
- | ==== Viewing and Printing Order Summary Reports ==== | ||
- | |||
- | An order summary report can be downloaded and printed from the Job Status list for all ordered devices. | ||
- | |||
- | - Login to decimal Direct [Hyper link to Login section]. | ||
- | - Go to the " | ||
- | - Select Site ID from the drop down list, pertaining to the part under consideration (only customers with multiple sites associated with their user name will have multiple numbers in the drop down menu). | ||
- | - Search or filter the job list to display the part under consideration. | ||
- | - Select the particular job for which you would like to see the order summary report. | ||
- | - Select the " | ||
- | - The order report can be printed or saved to a PDF by hitting the " | ||
- | ==== Shipping Estimate Calculator ==== | ||
- | |||
- | The status page provides a UI for estimating the date upon which a part will ship. Simply select a part type from the dropdown, pick a date upon which the order will be placed, and check/ | ||
- | |||
- | **Note:** //For existing jobs, the estimate shown in the " | ||
- | |||
- | < | ||
---- | ---- | ||
- | ===== Setting User Preferences ===== | ||
- | ==== Security Preferences | + | ===== Ordering Patient Specific Devices ===== |
- | === Legacy password changing === | + | The process for placing an order with a patient' |
- | < | + | |
- | From the user preferences page, users have the ability | + | |
- | - You must know your existing password. | + | If it becomes necessary to upload |
- | - New passwords must be at least 8 characters long, contain at least one uppercase character, lowercase letter, and a number. | + | |
- | - Passwords must not contain the word ' | + | |
- | **NOTE:** //Users must be logged in in order to change their password. If you've forgotten your decimal Direct username or password, you must contact .decimal' | + | |
- | // | + | |
- | < | + | |
- | + | ||
- | === Password changing === | + | |
- | + | ||
- | If you are logged in using your email, instead of changing your password in direct, you will be presented with an option to reset your password via a password reset link | + | |
- | This link will automatically be sent to the email tied to your user account | + | |
- | + | ||
- | < | + | |
- | + | ||
- | === Multifactor authentication === | + | |
- | + | ||
- | If you are logged in using your email, you can set up two factor authentication by clicking the " | + | |
- | + | ||
- | < | + | |
- | + | ||
- | < | + | |
- | + | ||
- | Once multifactor authentication has been enabled, the security tab will be changed, and there will be an option to disable multifactor authentication. | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ==== Email Confirmations ==== | + | |
- | + | ||
- | Additionally from this page, users have the ability to enable and add email addresses for order and shipment confirmations: | + | |
- | + | ||
- | === Order and Shipping Confirmations === | + | |
- | + | ||
- | - An order confirmation is an email alert that provides confirmation that the order has successfully been placed. It includes the unique .decimal serial number of each device that was ordered. | + | |
- | - A shipment confirmation is an email alert that provides notification of a part completing manufacturing and being shipped. It includes the shipping vendor tracking numbers for each box shipped.< | + | |
- | + | ||
- | For each email confirmation alert, users can specify the following email options: | + | |
- | + | ||
- | * Use the email address from the order file. | + | |
- | * Each job order file contains an email address that is the default email associated with your decimal Direct account. Contact .decimal Customer Support to change this email at 1-800-255-1613. | + | |
- | * Add up to 5 additional email addresses. | + | |
- | * These additional email addresses will also be notified | + | |
- | ==== Updating User information ==== | + | |
- | + | ||
- | Also from this page, users have the ability to update some of their user information. There are four fields that can be updated using the Direct site: | + | |
- | + | ||
- | - First Name: | + | |
- | - Last Name: User's last name. | + | |
- | - Email: User's contact email. **NOTE:** //This is the contact email for use by .decimal Customer Support. This does NOT have to do with shipping/ | + | |
- | - Phone Number: User's contact phone number. | + | |
- | < | + | |
---- | ---- | ||
- | ===== Managing Site Preferences ===== | ||
- | If you are the Site Administrator you will see an additional tab on the side bar of Direct labeled " | + | ===== Technical Info ===== |
- | < | + | ==== Direct Version History ==== |
- | This page allows you a few options for managing your site that would previously require the assistance of .decimal support staff. | + | |
- | + | ||
- | ==== Changing Site Information ==== | + | |
- | + | ||
- | Once you select your site from the dropdown, you will see a list the display name and default shipping information for your site. The display name will change how the site is shown on direct. | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ==== Changing Application Versions ==== | + | |
- | + | ||
- | Once you select your site from the dropdown, you will see a list of all the applications available for that site. You will be able to see your currently selected version of each app and be able to update it using the drop down. | + | |
- | + | ||
- | **NOTE:** //Updating this value makes the change for all users in your site. The next time they launch the app through the .decimal Launcher it will download the selected version for them.// | + | |
- | + | ||
- | < | + | |
- | + | ||
- | If you wish to use sandbox versions for your apps, you must select the " | + | |
- | + | ||
- | NOTE: Updating this value functions the same as the clinical version, as described above. | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ==== Managing users on your site ==== | + | |
- | + | ||
- | If you select the " | + | |
- | + | ||
- | < | + | |
- | + | ||
- | === Inviting users to your site === | + | |
- | + | ||
- | In order to add a new user to your site simply hit the "**ADD USER**" | + | |
- | + | ||
- | < | + | |
- | + | ||
- | If the email that has been entered does not belong to an existing decimal user a new one will need to be created before being added to your site. Direct will prompt you to enter the following fields for the new user: | + | |
- | + | ||
- | - First Name | + | |
- | - Last Name | + | |
- | - Phone Number | + | |
- | These fields are required for all new users and you will be unable to continue adding the new user until they are filled out. | + | |
- | + | ||
- | <WRAP center round info 60%> | + | |
- | **NOTE:** //Site managers should only invite and add users to their .decimal site for employees of their treatment facility that intended to use .decimal software. This limits the number of user that potentially have access to order history data and .decimal applications that may contain patient data. Abusing the user invitation system is a violation of the .decimal Terms of Service and could result in account suspension.// | + | |
- | </ | + | |
- | + | ||
- | Newly invited users will be sent an invitation email. If the email needs to be resent for any reason, the invitation can be reset from the edit user dialog. If users are not receiving the email invitation: | + | |
- | - Ensure the email address for the user is correct | + | |
- | - Ensure the email is not being sent to the user's spam folder | + | |
- | - Refer to the [[direct:userguide# | + | |
- | + | ||
- | < | + | |
- | ==== Editing existing users in your site ==== | + | |
- | + | ||
- | You can also use this page to manage your existing users, for example if you wish to update the user information for any of your users you can simply select the " | + | |
- | You will see the fields you are available to update for this user displayed, and when you are finished updating the user simply " | + | |
- | + | ||
- | === User Permission Levels === | + | |
- | + | ||
- | You can also edit the permissions granted to this user from the following options: | + | |
- | * **Elevated: | + | |
- | * **General: | + | |
- | + | ||
- | More app specific definitions of what these permissions mean can me found in the application' | + | |
- | * **p.d**: Refer to the local p.d client user guide installed with your application. | + | |
- | * **decimal Electron RT**: [[https:// | + | |
- | * **decimal Launcher**: [[https:// | + | |
- | * **decimal3D**: | + | |
- | **NOTE:** //Users can only have one level of permission granted to them at one time.// | + | |
- | + | ||
- | Newly invited users will be sent an invitation email. If the email needs to be resent for any reason, the invitation can be reset from the edit user dialog. | + | |
- | + | ||
- | < | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ==== Removing users from your site ==== | + | |
- | + | ||
- | Additionally if you no longer wish to have a particular user in this site selecting the " | + | |
- | + | ||
- | **NOTE:** //You are unable to remove site owners, you must demote them to a normal user first. Also this will NOT affect any of the user's other sites or remove them as a decimal user they will simply no longer be a part of your site.// | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ==== Promoting/ | + | |
- | + | ||
- | Finally, you are also able to promote other users to be site owners and they will be granted all the same rights to manage apps, invite/edit users, and any other permission tied to site ownership. As a site owner all you have to do to promote another user is to check the " | + | |
- | + | ||
- | < | + | |
- | + | ||
- | Direct | + | |
- | + | ||
- | **NOTE:** //You may not demote the last remaining owner this way.// | + | |
- | + | ||
- | ==== App Specific Permissions ==== | + | |
- | + | ||
- | Some .decimal applications have permissions that can be changed, either site wide for all users, or on a single user-by-user basis. These permissions can be seen in the "**App Permissions**" | + | |
- | + | ||
- | The .decimal Applications with app specific permissions include: | + | |
- | * **p.d**: | + | |
- | * For p.d's available application permissions please refer to the p.d user guide installed with your p.d software for your specific version of p.d. Note: the available permissions are also dependent on the application version of p.d you are using. | + | |
- | * **decimal eRT**: | + | |
- | * eRT's application permissions can be found on the [[electronrt: | + | |
- | + | ||
- | An example of the application permissions are shown below (note, these permissions may differ from what you see in Direct and have available in your local version of your applications). | + | |
- | + | ||
- | < | + | |
- | + | ||
- | To modify the permissions, | + | |
- | + | ||
- | ==== Site Wide Email Notifications ==== | + | |
- | + | ||
- | While each individual user can manage their own email notification settings as described in the section above, as a site manager you can also control a secondary list of email addresses to receive notifications regardless of which user in your site orders a part. | + | |
- | + | ||
- | < | + | |
- | + | ||
- | As stated a user's personal email settings still apply regardless of what is listed here when they order a part. Meaning, if the Site Emails list is empty but they choose to receive email notifications when their part ships then they will still receive their desired email. | + | |
- | + | ||
- | If you wish to edit this list simply press the " | + | |
- | + | ||
- | < | + | |
- | + | ||
- | Pressing the plus icon labeled "Add Email" will allow you to add any number of emails to this list. When adding a new email to the list you will see the following: | + | |
- | + | ||
- | < | + | |
- | + | ||
- | + | ||
- | - Email Address textbox: where you can enter the email address you will be adding | + | |
- | - "Send on Order" Check box: If checked this email address will receive a notification when any user in your site submits an order for a part. | + | |
- | - "Send on Shipped" | + | |
- | - "Save changes" | + | |
- | - " | + | |
- | + | ||
- | ---- | + | |
- | ===== Technical Info ===== | + | |
==== Supported Devices & Browsers ==== | ==== Supported Devices & Browsers ==== | ||
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The following devices are compatible for using .decimal Direct: | The following devices are compatible for using .decimal Direct: | ||
- | Windows/ | + | - Windows Computers (recommended) |
+ | - Apple Computers | ||
- Apple iPad | - Apple iPad | ||
- Apple iPhone* | - Apple iPhone* | ||
- Android Phone* | - Android Phone* | ||
- | *****//Some functionality may be limited on this device. Using the device in landscape mode will provide the best user experience.// | + | *****//Some functionality may be limited on these devices. Using the device in landscape mode will provide the best user experience.// |
The following web browsers are **supported and recommended** for using .decimal Direct: | The following web browsers are **supported and recommended** for using .decimal Direct: | ||
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The following web browsers are not supported due to missing features and security issues: | The following web browsers are not supported due to missing features and security issues: | ||
- Internet Explorer (10 and below) | - Internet Explorer (10 and below) | ||
+ | |||
==== Required Browser Settings: ==== | ==== Required Browser Settings: ==== | ||
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- Check your browser settings to make sure javascript is enabled. | - Check your browser settings to make sure javascript is enabled. | ||
- Try changing the browser you're using (e.g.: use Microsoft Edge instead of Chrome). | - Try changing the browser you're using (e.g.: use Microsoft Edge instead of Chrome). | ||
- | If after trying the above troubleshooting steps you are unable to resolve your issue, please contact .decimal Customer Support at 1-800-255-1613.</ | + | If after trying the above troubleshooting steps you are unable to resolve your issue, please contact .decimal Customer Support at customersupport@dotdecimal.com or 1-800-255-1613.</ |
==== Site Management Issues ==== | ==== Site Management Issues ==== | ||
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^ Site Management Issues | ^ Site Management Issues | ||
| Users not receiving account invitation email | IT security protocols may include filters that block invitation emails. Please ensure the domain '' | | Users not receiving account invitation email | IT security protocols may include filters that block invitation emails. Please ensure the domain '' | ||
- | |||
---- | ---- |
direct/userguide.1726069856.txt.gz · Last modified: 2024/09/11 15:50 by cwaugh