Service Item ID Cards

• Service Item ID cards are noted on the Data Prep Work Order in the Service Item Order section

• The data file will be named with the ID card type

  • Example: 8-15-23 LAX 12345678 Data Poly Cards

• A work order should be generated by entering a date in the Data Received Date field within the job in Salesforce

• Once the work has been generated, remove the date so that a new work order will be generated when ORG data is received

• Product Name field identifies the type of Service Item card

• Description field communicates whether a TNJ or .csv is required, as well as the lab department to receive the finished file

• Sort Option field shows how to sort the data within the TNJ. If this step is overlooked, it will cause a job delay.

CSV files

• Generate the work order for the respective job ID, deleting the date after

• Clean the data file and place it in the respective network folder based on the work order

• Email the work order to Onsite (Greg Mason) or Service Items (Matt Davis)

TNJ files

• Generate the work order for the respective job ID, deleting the date after

• Use DorianOps to load the data into a job

• Export a TNJ 

• Upload the job into DorianOps

  • Teacher Sort = upload into job ID 999824127776

  • Grade Sort = upload into job ID 999724127777

  • Alpha Sort = upload into either job

• Open the job in NeoPack and verify the folders are correct (if needed), and all relevant data is included in the TNJ

• Export the data to a TNJ file and save it to your desktop as: 

[First 4# of Job ID]_Data Poly Cards

• Delete the data and folders from the Timestone job to ensure a blank slate for the next time

• Move the TNJ into the respective network folder based on the work order

• Email the work order to Onsite (Greg Mason) or Service Items (Matt Davis)