Vous êtes sur la page 1sur 105

BCBS Non CMS

Excellus Design Documentation

Table of Contents
Introduction .................................................................................................................................................. 3 ID Card Front Side: .................................................................................................................................... 3 ID Card Back Side: ..................................................................................................................................... 4 Resources Used ......................................................................................................................................... 4 Content Explorer ........................................................................................................................................... 6 Uploading/Organizing Resources.............................................................................................................. 7 Logic Studio ................................................................................................................................................. 12 Data Definition: ....................................................................................................................................... 15 Data Mapping.......................................................................................................................................... 18 The Data File ....................................................................................................................................... 18 Data Processing ....................................................................................................................................... 34 Adding Static Fields ............................................................................................................................. 36 Lookup................................................................................................................................................. 39 Adding Multiple Processor to One Field ............................................................................................. 43 Script ................................................................................................................................................... 44 Concatenate ........................................................................................................................................ 49 Mask .................................................................................................................................................... 54 Trim ..................................................................................................................................................... 56 Substring ............................................................................................................................................. 57 Document Designer: ................................................................................................................................... 58 Toolboxes: ............................................................................................................................................... 61

Excellus Elixir Technologies Corporation

Introduction
Excellus Health Care is a health insurance company. They want to send their members health insurance ID cards. The ID cards will have the members health insurance information printed on the front side. The backside of the ID card will print Elixir Healthcare contact information.

ID Card Front Side:


The front side of the ID card consists of: background image customer name customer health insurance information customer address in the Carrier portion Static Image Health Insurance Information

Customer Address

Excellus Elixir Technologies Corporation

ID Card Back Side:


The back side of the ID card consists of: background image contact information

Background Image In this exercise, you will learn how to: map data using a pipe delimited variable length data file update the design template compose final output in PDF

Resources Used
We will provide you with the following resources: Excellus.epf FiservSampleData.txt Note: Make sure all the resources are in the same folder.

Excellus Elixir Technologies Corporation

In this exercise, you will learn: Content Explorer: o User interface o File folder navigation and resource locations o Folder creation and file management Logic Studio: o User interface o Data file definition and mapping o Elixir Project File (.EPF) creation Document Designer o User interface o Graphical design layout features o Formatting options for fonts, colors, and graphic elements o Field layout and formatting o File save format options

Excellus Elixir Technologies Corporation

Content Explorer
The Content Explorer module provides a graphical interface to the user for accessing available contents in Tango. It is similar to Windows Explorer. The Content Explorer manages and tracks contents such as data files, RTFs, fonts, and images. It also allows you to perform various operations on the available content.

Excellus Elixir Technologies Corporation

Uploading/Organizing Resources
1. From the Applications section of the Tango Studio, select Content Explorer.

Create New Folder Add Files Parent Folder Check-out Check-in Undo Check-out Delete Download Update Show Version History Icon View/List View/Detail View

Excellus Elixir Technologies Corporation

Located on the right are the Help, Preferences and Log Out icons:

First, you will need to add our resources to the Content Explorer. Well add a new folder for our project, and then add the images, RTFs and data file. Select the Projects parent folder, and then click Create New Folder

3. Project Details: Name: Designate as Project: 4. Choose OK. This will be the folder for our project. You will now add all the required folders and resources you will use in the project. Excellus Checked

Select the newly created Excellus folder and click Add Files 6. Browse to c:\Elixir\Samples\Excellus\ and add the following files: Regmarks.pdf FiservSampleData.txt The resources you will use for this project will be provided by the trainer and should be located in the local directory: c:\elixir\samples\Excellus. For all folders created within the project folder, keep Designate as Project unchecked.
Excellus Elixir Technologies Corporation

You will now add the resources for Images and RTFs by uploading the complete folder structure for Images and RTFs. Go to the physical location c:\Elixir\Samples\Excellus\. Compress the following folders to a zip file: Images RTFs Go back to the Content Explorer environment. From within the Excellus folder area, right click and select Import/Export.

Excellus Elixir Technologies Corporation

From the Import/Export dialog, select Import as Zip.

12. Now youve added the files you will use for this project.

Excellus Elixir Technologies Corporation

10

The Images and RTFs folders contain the following folders, each with its own resources.
Parent Folder CDPL CRLC CRPL DBGL MCFC MDDL PRDN RILL RXL STCL VRL ASO BBLL BTLL CBLC CFAC CLFC CPRA MCFC PRCC PRDN TGLC Folder

Images

RTFs

13. To return to the Tango Studio, select Tango

In the next section, you will define the data file and create the logic.

Excellus Elixir Technologies Corporation

11

Logic Studio
Tango Logic Studio provides a quick and an efficient way to process and reformat data files and lets you: Read data files. Connect to different database servers (MySQL, MS SQL Server, Oracle, etc.) and pull data from the tables or views. Perform different types of processing operations on the data files, such as string, mathematical, and sort operations. You can produce an unlimited number of customized data files without writing any script. Use scripting options provided for complex and customized data manipulation. Generate the data files in multiple output formats. Merge a design layout with the actual data to compose variable and personalized output. Use different channels to deliver the final output. Print the final output on different paper types with different NUP formats.

Excellus Elixir Technologies Corporation

12

You create a process flow that will include all processes in your project, from data mapping to data formatting and output delivery. The Process Flow workspace displays each process visually as an object. Thus, the process flow provides a complete picture of your project. You save your project in a single file, called an Elixir Project File (EPF).

Excellus Elixir Technologies Corporation

13

Ten objects display in the Objects pane. Each object has its own working area. A brief description of these objects is given below: During production, processing flows from one object to another in the same order the way they are linked. Output of one module is used as an input for other. Data: lets you select one or more input data files and create a Data Map of rules for interpreting the incoming data. Processors: lets you manipulate Data Map fields to suit your project needs. For example, you may need to join together two data fields into one field or apply sorting on selected records or documents. Logic: lets you specify the design logic. Design: lets you specify the design layout file to be used for the output to be created.

Composition: lets you merge your data file with a design layout. Indexer: tracks job statistics throughout composition and output.

Imposition: lets you specify the physical and logical print setting for the output. Output: lets you create output files for your data.

Delivery: allows you to define the delivery type for the output. Notification: generates automated notifications based on overall job status or discrete processes.

Excellus Elixir Technologies Corporation

14

Data Definition:
The first step we need to take is to define the data. The process for defining data in Tango Logic Studio is as follows: Create Data node Define Text File (setting properties). Define records using drag and drop. Add fields to records.

1. Launch the Logic Studio.

Excellus Elixir Technologies Corporation

15

2. Logic Studio loads:

Located on the right are the Help, Preferences and Log Out icons:

Excellus Elixir Technologies Corporation

16

Located on the left, across the top is the toolbar:

Create a new project. Open existing project. Save file. Save As. Close file. Undo. Redo. Toggle proofing mode. Show/hide grid. Settings. Web server. About. Help.

Excellus Elixir Technologies Corporation

17

Data Mapping
In this section, you will create a data map for a pipeline delimited data file. You must create a Data Map to specify the layout structure of your data file, including the placement and location of records and fields within the data file. Tango uses this Data Map to process the data file during composition. The Data Map does not contain any data; it simply provides the structure for interpreting the data file. For adding a data map, Tango offers the Data object that lets you input multiple types of data files like Delimited, Fixed, XML and Database files. The overall process involves the following steps: Adding a data object Specifying data properties Mapping data
The Data File

The pipeline character delimited data file used in this training is FiservSampleData.txt:

Excellus Elixir Technologies Corporation

18

The data mapping process begins by adding a data object. 1. Click Data and drag and drop Delimited onto the working area.

2. To rename the object, right-click it and rename it to: Excellus Data.

Excellus Elixir Technologies Corporation

19

3. Double-click Excellus Data to open its properties.

4. Under the Data Source section, select the data file using the browse option. 5. Browse to the Excellus folder and select the FiservSampleData.txt data file. Click OK. 6. Update the following fields in the data properties windows:
Field Separator Multiple Records Use first record as field names Value | Un-Checked Un-Checked

Leave the automatically selected values in all the other fields unchanged.

Excellus Elixir Technologies Corporation

20

7. Click Apply. Youll see the data update in the Preview window at the bottom of the Properties dialog box. 8. Click OK. The data mapping window updates:

You will now map the fields from the data file. 9. Click to map the record.

The record maps and appears in the Data Map area. 10. Expand the record1 node in the Data Map area to view the mapped fields inside the record.

Excellus Elixir Technologies Corporation

21

11. To change the name of the record, click record1 and enter the name MainRecord in the Properties area.

Because our data file does not include the names of each field in the first row, you need to rename each field in the Data Map panel. 12. Click field1 to open its properties and enter the following values: Name: SystemCode Type: String Format: None Start: 1

13. Following the procedure given in step 12, rename all the fields in the MainRecord tree sequentially with the following names: Note: Save your work regularly during this process.
Default Name Field2 Field3 Field4 Field5 Field6 New Name ProductionCode AlphaPrefixCode SubscriberIDNumber Groupnumber SubgroupNumber Type String String String String Numeric

Excellus Elixir Technologies Corporation

22

Field7 Field8 Field9 Field10 Field11 Field12 Field13 Field14 Field15 Field16 Field17 Field18 Field19 Field20 Field21 Field22 Field23 Field24 Field25 Field26 Field27 Field28 Field29 Field30 Field31 Field32

PackageNumber subscriberEffectiveDate PersonixTemplateCode PriorityIndicator CardPlanLogoCode CardPlanReturnAddressCode CarrierPlanLogoCode CarrierPlanReturnAddressCode CarrierBackLanguageCode ReissueReturnAddressCode ReissueLetterLogoCode ReissueLetterLanguageCode_MedicareCardBackLogoCode DrugBugCode BinNumber FrontPlanDescription BCPlan BSPlan FrontExtraLabel1 FrontExtraLabelData1 FrontExtraLabel2 FrontExtraLabelData2 FrontExtraLabel3 FrontExtraLabelData3 FrontExtraLabel4 FrontExtraLabelData4 FrontExtraLabel5

String String String Numeric String String String String String String String String String

String
String String String String String String String String String String String String

Excellus Elixir Technologies Corporation

23

Field33 Field34 Field35 Field36 Field37 Field38 Field39 Field40 Field41 Field42 Field43 Field44 Field45 Field46 Field47 Field48 Field49 Field50 Field51 Field52 Field53 Field54 Field55 Field56 Field57

FrontExtraLabelData5 FrontTopRightCode FrontMiscLanguage TelephoneLabel1 TelephoneLabel2 TelephoneLabel3 TelephoneLabel4 TelephoneLabel5 TelephoneLabel6 TelephoneLabel7 TelephoneLabel8 TelephoneLabel9 TelephoneLabel10 TelephoneLabel11 TelephoneLabel12 TelephoneLabel13 TelephoneLabel14 TelephoneLabel15 TelephoneLabel16 TelephoneLabel17 TelephoneLabel18 CopayLabel1 CopayValue1 CopayLabel2 CopayValue2

String String String String String String String String String String String String String String String String String String String String String String String String String

Excellus Elixir Technologies Corporation

24

Field58 Field59 Field60 Field61 Field62 Field63 Field64 Field65 Field66 Field67 Field68 Field69 Field70 Field71 Field72 Field73 Field74 Field75 Field76 Field77 Field78 Field79 Field80 Field81

CopayLabel3 CopayValue3 CopayLabel4 CopayValue4 CopayLabel5 CopayValue5 CopayLabel6 CopayValue6 CopayLabel7 CopayValue7 CopayLabel8 CopayValue8 ProdNameCode TagLineCode CopayLabel9 CopayValue9 SuitcaseCode RxCode EmployerLogoCode ASOLanguageCode BackTopLeftLanguageCode BackBottomLeftLanguageCode MediacalApprovalDateAndCode MedicareLogoCode

String String String String String String String String String String String String String String String String String String String String String String String String

Excellus Elixir Technologies Corporation

25

Field82 Field83 Field84 Field85 Field86 Field87 Field88 Field89 Field90 Field91 Field92 Field93 Field94 Field95 Field96 Field97 Field98 Field99 Field100 Field101 Field102 Field103 Field104 Field105

MedicaeInsuranceCode MedicareSubProgram MedicareRintoGroup MedicareRintoID MedicareRPBPNumber VendorLogoCode1 VendorLogoCode2 VendorLogoCode3 VendorLogoCode4 VendorLogoCode5 URLCode subscriberLastName subscriberFirstName SubscriberBirthDate Addres1 Addres2 Addres3 Addres4 subscriberCity subscriberState subscriberZipCode subscriberMemberNumber subscriberPCP SubscriberOBGYN

String String String String String String String String String String String String String String String String String String String String String Numeric String String

Excellus Elixir Technologies Corporation

26

Field106 Field107 Field108 Field109 Field110 Field111 Field112 Field113 Field114 Field115 Field116 Field117 Field118 Field119 Field120 Field121 Field122 Field123 Field124 Field125 Field126 Field127 Field128 Field129

SubscriberHealthCenterCode SubscriberPCPPhoneNumber SubsciberOBPhoneNumber DependentMemeber1 DependentLastName1 DependentFirstName1 DependentBirthDate1 DependentPCP1 DependentOBGYN1 DependentHealthCenterCode1 DependentPCPPhoneNumber1 DependentOBPhoneNumber1 DependentMemeber2 DependentLastName2 DependentFirstName2 DependentBirthDate2 DependentPCP2 DependentOBGYN2 DependentHealthCenterCode2 DependentPCPPhoneNumber2 DependentOBPhoneNumber2 DependentMemeber3 DependentLastName3 DependentFirstName3

String String String Numeric String String String String String String String String Numeric String String String String String String String String Numeric String String

Excellus Elixir Technologies Corporation

27

Field130 Field131 Field132 Field133 Field134 Field135 Field136 Field137 Field138 Field139 Field140 Field141 Field142 Field143 Field144 Field145 Field146 Field147 Field148 Field149 Field150 Field151 Field152 Field153

DependentBirthDate3 DependentPCP3 DependentOBGYN3 DependentHealthCenterCode3 DependentPCPPhoneNumber3 DependentOBPhoneNumber3 DependentMemeber4 DependentLastName4 DependentFirstName4 DependentBirthDate4 DependentPCP4 DependentOBGYN4 DependentHealthCenterCode4 DependentPCPPhoneNumber4 DependentOBPhoneNumber4 DependentMemeber5 DependentLastName5 DependentFirstName5 DependentBirthDate5 DependentPCP5 DependentOBGYN5 DependentHealthCenterCode5 DependentPCPPhoneNumber5 DependentOBPhoneNumber5

String String String String String String Numeric String String String String String String String String Numeric String String String String String String String String

Excellus Elixir Technologies Corporation

28

Field154 Field155 Field156 Field157 Field158 Field159 Field160 Field161 Field162 Field163 Field164 Field165 Field166 Field167 Field168 Field169 Field170 Field171 Field172 Field173 Field174 Field175 Field176 Field177

DependentMemeber6 DependentLastName6 DependentFirstName6 DependentBirthDate6 DependentPCP6 DependentOBGYN6 DependentHealthCenterCode6 DependentPCPPhoneNumber6 DependentOBPhoneNumber6 DependentMemeber7 DependentLastName7 DependentFirstName7 DependentBirthDate7 DependentPCP7 DependentOBGYN7 DependentHealthCenterCode7 DependentPCPPhoneNumber7 DependentOBPhoneNumber7 DependentMemeber8 DependentLastName8 DependentFirstName8 DependentBirthDate8 DependentPCP8 DependentOBGYN8

Numeric String String String String String String String String Numeric String String String String String String String String Numeric String String String String String

Excellus Elixir Technologies Corporation

29

Field178 Field179 Field180 Field181 Field182 Field183 Field184 Field185 Field186 Field187 Field188 Field189 Field190 Field191 Field192 Field193 Field194 Field195 Field196 Field197 Field198 Field199 Field200 Field201

DependentHealthCenterCode8 DependentPCPPhoneNumber8 DependentOBPhoneNumber8 DependentMemeber9 DependentLastName9 DependentFirstName9 DependentBirthDate9 DependentPCP9 DependentOBGYN9 DependentHealthCenterCode9 DependentPCPPhoneNumber9 DependentOBPhoneNumber9 DependentMemeber10 DependentLastName10 DependentFirstName10 DependentBirthDate10 DependentPCP10 DependentOBGYN10 DependentHealthCenterCode10 DependentPCPPhoneNumber10 DependentOBPhoneNumber10 DependentMemeber11 DependentLastName11 DependentFirstName11

String String String Numeric String String String String String String String String Numeric String String String String String String String String Numeric String String

Excellus Elixir Technologies Corporation

30

Field202 Field203 Field204 Field205 Field206 Field207 Field208 Field209 Field210 Field211 Field212 Field213 Field214 Field215 Field216 Field217 Field218 Field219 Field220 Field221 Field222 Field223 Field224 Field225

DependentBirthDate11 DependentPCP11 DependentOBGYN11 DependentHealthCenterCode11 DependentPCPPhoneNumber11 DependentOBPhoneNumber11 DependentMemeber12 DependentLastName12 DependentFirstName12 DependentBirthDate12 DependentPCP12 DependentOBGYN12 DependentHealthCenterCode12 DependentPCPPhoneNumber12 DependentOBPhoneNumber12 DependentMemeber13 DependentLastName13 DependentFirstName13 DependentBirthDate13 DependentPCP13 DependentOBGYN13 DependentHealthCenterCode13 DependentPCPPhoneNumber13 DependentOBPhoneNumber13

String String String String String String Numeric String String String String String String String String Numeric String String String String String String String String

Excellus Elixir Technologies Corporation

31

Field226 Field227 Field228 Field229 Field230 Field231 Field232 Field233 Field234 Field235 Field236 Field237 Field238 Field239 Field240 Field241 Field242 Field243 Field244 Field245 Field246 Field247 Field248 Field249

DependentMemeber14 DependentLastName14 DependentFirstName14 DependentBirthDate14 DependentPCP14 DependentOBGYN14 DependentHealthCenterCode14 DependentPCPPhoneNumber14 DependentOBPhoneNumber14 DependentMemeber15 DependentLastName15 DependentFirstName15 DependentBirthDate15 DependentPCP15 DependentOBGYN15 DependentHealthCenterCode15 DependentPCPPhoneNumber15 DependentOBPhoneNumber15 DependentMemeber16 DependentLastName16 DependentFirstName16 DependentBirthDate16 DependentPCP16 DependentOBGYN16

Numeric String String String String String String String String Numeric String String String String String String String String Numeric String String String String String

Excellus Elixir Technologies Corporation

32

Field250 Field251 Field252 Field253 Field254 Field255 Field256 Field257 Field258 Field259 Field260 Field261 Field262 Field263 Field264 Field265 Field266 Field267 Field268 Field269 Field270 Field271 Field272 Field273

DependentHealthCenterCode16 DependentPCPPhoneNumber16 DependentOBPhoneNumber16 DependentMemeber17 DependentLastName17 DependentFirstName17 DependentBirthDate17 DependentPCP17 DependentOBGYN17 DependentHealthCenterCode17 DependentPCPPhoneNumber17 DependentOBPhoneNumber17 DependentMemeber18 DependentLastName18 DependentFirstName18 DependentBirthDate18 DependentPCP18 DependentOBGYN18 DependentHealthCenterCode18 DependentPCPPhoneNumber18 DependentOBPhoneNumber18 DependentMemeber19 DependentLastName19 DependentFirstName19

String String String Numeric String String String String String String String String Numeric String String String String String String String String Numeric String String

Excellus Elixir Technologies Corporation

33

Field274 Field275 Field276 Field277 Field278 Field279 Field280 Field281 Field282 Field283

DependentBirthDate19 DependentPCP19 DependentOBGYN19 DependentHealthCenterCode19 DependentPCPPhoneNumber19 DependentOBPhoneNumber19 SubscriberMiddleInitial subscriberTitle Barcode QueueName

String String String String String String String String String String

You have successfully mapped data. Next you apply processors on the data.

Data Processing
In this step you apply some business rules to the data. To transform fields from the data map into the form suitable for use in the design process, the following processors are used: Lookup Script Concatenate Mask Trim

Excellus Elixir Technologies Corporation

34

The process begins when you add the Conversions processor and connect it to the data object. To do so, follow the steps below: 1. Click the Process Flow tab. 2. Click Processors and drag and drop Conversions from the menu to the working area.

3. To link the two processors, place the mouse over Excellus Data node and drag the side arrow from Excellus Data node to the newly added Conversions node. Note: Drag the arrow to the center of the next object before releasing the cursor.

4. Rename the Conversions node to BusinessRules.

5. To open the Conversions workspace, double-click the BusinessRules node.

Excellus Elixir Technologies Corporation

35

Adding Static Fields

You need to add a few static fields that will be used later for applying various functions. 6. Click to add a new field and then click the newly added field to set the following properties in the properties area: Name: MaskCounter Type: String Source: @Barcode

Follow the instruction given in step 6 to add the following new static field:
Name PCodeData SubscriberIDNumberNew CityStateZip PCN PCNData ProdNameCode2 ProdNameCode1 TagLineLower URLCodeData SubscriberName_CMS SubscriberName_CarrierFront Type String String String String String String String String String String String Source None @AlphaPrefixCode None @FrontExtraLabel1 @FrontExtraLabelData1 None None None @URLCode None None

Excellus Elixir Technologies Corporation

36

SubscriberName_NONCMS GroupSubGroup RxBin RxBinData BinNumber2Data DrugBugCodeImage CarrierPlanLogoCodeData CardPlanLogoCodeDataBack SuitCaseData CarrierBackImage CardPlanLogoCodeDataFront VendorLogoCode5Data VendorLogoCode4Data VendorLogoCode3Data VendorLogoCode2Data VendorLogoCode1Data CarrierPlanReturnAddressCodeData FrontMiscLanguageData2 FrontMiscLanguageData CarrierBackRTF BackTopLeftLanguageCodeData AsocLangaugeCodeData BackBottomLeftLanguageCodeData AddressRuleData CMS RxPCNLabel

String String String String String String String String String String String String String String String String String String String String String String String String String String

None None None None @BinNumber None None None None None None None None None None None None None None None None None None None None None

Excellus Elixir Technologies Corporation

37

RxGRPLabel RxIDLabel PlanCode MCFCImage PRDNImage GroupSubGroupPackage RxBINCMS Template DateTime MemberName DateTimeFront System PDFName

String String String String String String String String Date String String String String

None None None None None None None @PersonixTemplateCode None None None @SystemCode @Barcode

Excellus Elixir Technologies Corporation

38

Lookup In the Conversions workspace, first of all you will add a lookup function. To apply a lookup function, first you need to define a Lookup List. To do so, 7. Click to open the Lookup List dialog.

8. To add a lookup table, click

The new table adds with a default name and type Embedded. 9. Rename the table by clicking it and entering the new name: URL Code. Leave the table Type unchanged. 10. To enter key-value pairs for the table URL Code, click the table name and then .

A dialog opens with a default key-value pair already added. 11. Click on the extreme left side of the dialog two times to add two new key value pairs.

Excellus Elixir Technologies Corporation

39

12. Click the values in the Key and Value1 columns to make them editable and enter the following new key-value pairs.
Key E001 U001 E002 Value www.excellusbcbs.com www.univerahealthcare.com www.excellusbcbs.com/national

13. Click

to the close the dialog.

You have successfully added the Lookup table. 14. Following the instructions mentioned in steps 8 to 13, add two more lookup tables named Template and System with type Embedded.

15. Enter the following key-value pairs for the table Template.
Key 0001 0002 0003 0004 0005 0007 0008 0010 Value NONCMS NONCMS NONCMS NONCMS N/A NONCMS CMS CMS

Excellus Elixir Technologies Corporation

40

0011 0012 0013 0014 0015

NONCMS NONCMS SimpleP CMS CMS

16. Enter the following key-value pairs for the table System.
Key LR MU NF Value EHP2 EHP2 EHP3

17. Click

to close the Lookup List dialog.

You have successfully added three tables. These tables when linked with a Lookup function, can be used to alternate values mentioned in the tables above. You will add the Lookup processor now. 18. Drag and drop from the String Functions pane onto the workspace in front of the URLCodeData field. Note: You can also add the Lookup function by selecting the URLCodeData field and double-clicking the Lookup function from the Functions pane. You can use the same double-clicking technique to add functions to any field.

Excellus Elixir Technologies Corporation

41

19. Click the processor to open its properties and specify the following values: Table Name: URLCode Lookup Type: LookupValue Encryption: UseDefault

20. Follow the instructions mentioned in the steps 18 and 19 to add another lookup function in front of the field: Template and specify the following properties for it: Table Name: Template Lookup Type: LookupValue Encryption: UseDefault 21. Similarly add another lookup function in front of the field: System and specify the following properties for it: Table Name: System Lookup Type: LookupValue Encryption: UseDefault This completes the process of adding lookups. Next you add the Script processor.

Excellus Elixir Technologies Corporation

42

Adding Multiple Processor to One Field To add more than one processor to one field you simply need to drag and drop the second processor in front of the first processor added to the field. The second processor receives the processed data from the first processor.

In this training you add more than one processor to fields four times. You add: Concatenate and Script processors to the field: PCodeData Concatenate and Trim processors to the field: SubscriberIDNumberNew Concatenate and Script processors to the field: ProdNameCode1 Concatenate and Script processors to the field: FrontMiscLanguageData For details on the above processors, refer to relevant section for each processor.

Excellus Elixir Technologies Corporation

43

Script Script processor helps you apply customized logic on any field. You will use the Script processor multiple times in this training. To apply the script processor, follow the steps below: 22. Drag and drop in front of the BinNumber2 field.

23. Click the added processor to specify its properties as shown in the screenshot below:

The script entered for this field is as follows: if(@URLCode!='U001'&&@RxCode=='RXL-0001','RxBIN','') The explanation of the script is as follows: if the field URLCode is not equal to U001 and the field RxCode is equal to RXL-0001 then print RxBIN for this field, otherwise make this field empty. 24. Following the procedure mentioned in steps 22 and 23, enter the Script processor to the fields mentioned below and specify the given properties:
Field RxCode Name Script_RxCode Script if(@RxCode!='RXL-0001','./Images/RxL/RXL9999.pdf','./Images/RxL/RXL-0001.pdf') if(@SystemCode!='NF'&&@URLCode=='U001'&& @RxCode!='RXL-0001','','PCN') if(@SystemCode!='NF'&&@URLCode=='U001'&& @RxCode!='RXL-0001','','FLRX')

PCN

Script_PCN

PCNData

Script_PCNData

Excellus Elixir Technologies Corporation

44

ProdNameCode1

Script_ProdNameCode1

if((@ProdNameCode=='PRDN4001'||@ProdNameCode=='PRDN4002'||@ProdNameCode=='PRDN4003'||@ProdNameCode=='PRDN4004'||@ProdNameCode=='PRDN4005'||@ProdNameCode=='PRDN4007'||@ProdNameCode=='PRDN4008'||@ProdNameCode=='PRDN4009'||@ProdNameCode=='PRDN4010'||@ProdNameCode=='PRDN4011'||@ProdNameCode=='PRDN4012'||@ProdNameCode=='PRDN4027'||@ProdNameCode=='PRDN4041'||@ProdNameCode=='PRDN4042'||@ProdNameCode=='PRDN4043'||@ProdNameCode=='PRDN4069'||@ProdNameCode=='PRDN4132'||@ProdNameCode=='PRDN4141'||@ProdNameCode=='PRDN4142'||@ProdNameCode=='PRDN4153'||@ProdNameCode=='PRDN4346'||@ProdNameCode=='PRDN4347'||@ProdNameCode=='PRDN4348'||@ProdNameCode=='PRDN4559'||@ProdNameCode=='PRDN4583'||@ProdNameCode=='PRDN4584'||@ProdNameCode=='PRDN4585'||@ProdNameCode=='PRDN4589'||@ProdNameCode=='PRDN4590'||@ProdNameCode=='PRDN4591'||@ProdNameCode=='PRDN4592'||@ProdNameCode=='PRDN4593'||@ProdNameCode=='PRDN4594'||@ProdNameCode=='PRDN4598'||@ProdNameCode=='PRDN4600'||@ProdNameCode=='PRDN4601'||@ProdNameCode=='PRDN4602'||@ProdNameCode=='PRDN5020'||@ProdNameCode=='PRDN5028'||@ProdNameCode=='PRDN5031'||@ProdNameCode=='PRDN5411'||@ProdNameCode=='PRDN6000'||@ProdNameCode=='PRDN6024'||@ProdNameCode=='PRDN6025'||@ProdNameCode=='PRDN-

Excellus Elixir Technologies Corporation

45

6026'||@ProdNameCode=='PRDN6027'||@ProdNameCode=='PRDN6033'||@ProdNameCode=='PRDN6035'||@ProdNameCode=='PRDN6036'||@ProdNameCode=='PRDN6037'||@ProdNameCode=='PRDN6038'||@ProdNameCode=='PRDN6039'||@ProdNameCode=='PRDN6040'||@ProdNameCode=='PRDN6041'||@ProdNameCode=='PRDN6042'||@ProdNameCode=='PRDN6043'||@ProdNameCode=='PRDN6044'||@ProdNameCode=='PRDN6045'||@ProdNameCode=='PRDN6046'||@ProdNameCode=='PRDN6047'||@ProdNameCode=='PRDN6048'||@ProdNameCode=='PRDN6049'||@ProdNameCode=='PRDN6050'||@ProdNameCode=='PRDN6051'||@ProdNameCode=='PRDN6052'||@ProdNameCode=='PRDN6053'||@ProdNameCode=='PRDN6055'||@ProdNameCode=='PRDN6056'||@ProdNameCode=='PRDN6058'||@ProdNameCode=='PRDN6061'||@ProdNameCode=='PRDN6070'||@ProdNameCode=='PRDN6071'||@ProdNameCode=='PRDN6072'||@ProdNameCode=='PRDN6073'||@ProdNameCode=='PRDN6074'||@ProdNameCode=='PRDN6075'||@ProdNameCode=='PRDN6076'||@ProdNameCode=='PRDN6083'||@ProdNameCode=='PRDN6084'),Concatenate_ProdNameCode2,Concat enate_ProdNameCode1) RxBin Script_RxBin if((@SystemCode=='LR'||@SystemCode=='MU' ||@SystemCode=='MB')&&@URLCode!='U001'& &@RxCode=='RXL-0001','RxBIN','') if((@SystemCode=='LR'||@SystemCode=='MU' ||@SystemCode=='MB')&&@URLCode!='U001'& &@RxCode=='RXL-0001',@BinNumber,'')

RxBinData

Script_RxBinData

Excellus Elixir Technologies Corporation

46

BinNumber2Data

Script_BinNumber2Data

if(@URLCode!='U001'&&@RxCode=='RXL0001',@BinNumber,'') if((@FrontMiscLanguage=='MCFC1008'||@FrontMiscLanguage=='MCFC3004'||@FrontMiscLanguage=='MCFC3005'||@FrontMiscLanguage=='MCFC3027'||@FrontMiscLanguage=='MCFCMM08'||@FrontMiscLanguage=='MCFCMM09'||@FrontMiscLanguage=='MCFCUOR1'),Concatenate_FrontMiscLanguageData 2,Concatenate_FrontMiscLanguage) if(@MediacalApprovalDateAndCode=='','','RxP CN') if(Concatenate_GroupSubGroup=='','','RxGRP') if(@MedicareRintoID=='','','RxID') if(Script_PCodeData=='','','Plan Code') if((@FrontMiscLanguage=='MCFC1008'||@FrontMiscLanguage=='MCFC3004'||@FrontMiscLanguage=='MCFC3005'||@FrontMiscLanguage=='MCFC3027'||@FrontMiscLanguage=='MCFCMM08'||@FrontMiscLanguage=='MCFCMM09'||@FrontMiscLanguage=='MCFCUOR1'),'Y','N') if((@ProdNameCode=='PRDN4001'||@ProdNameCode=='PRDN4002'||@ProdNameCode=='PRDN4003'||@ProdNameCode=='PRDN4004'||@ProdNameCode=='PRDN4005'||@ProdNameCode=='PRDN4007'||@ProdNameCode=='PRDN4008'||@ProdNameCode=='PRDN4009'||@ProdNameCode=='PRDN4010'||@ProdNameCode=='PRDN4011'||@ProdNameCode=='PRDN4012'||@ProdNameCode=='PRDN4027'||@ProdNameCode=='PRDN4041'||@ProdNameCode=='PRDN4042'||@ProdNameCode=='PRDN4043'||@ProdNameCode=='PRDN-

FrontMiscLanguag eData

Script110

RxPCNLabel

Script_RxPCNLabel

RxGRPLabel RxIDLabel PlanCode MCFCImage

Script_RxGRPLabel Script_RxIDLabel Script_PlanCode Script_MCFCImage

PRDNImage

Script_PRDNImage

Excellus Elixir Technologies Corporation

47

4069'||@ProdNameCode=='PRDN4132'||@ProdNameCode=='PRDN4141'||@ProdNameCode=='PRDN4142'||@ProdNameCode=='PRDN4153'||@ProdNameCode=='PRDN4346'||@ProdNameCode=='PRDN4347'||@ProdNameCode=='PRDN4348'||@ProdNameCode=='PRDN4559'||@ProdNameCode=='PRDN4583'||@ProdNameCode=='PRDN4584'||@ProdNameCode=='PRDN4585'||@ProdNameCode=='PRDN4589'||@ProdNameCode=='PRDN4590'||@ProdNameCode=='PRDN4591'||@ProdNameCode=='PRDN4592'||@ProdNameCode=='PRDN4593'||@ProdNameCode=='PRDN4594'||@ProdNameCode=='PRDN4598'||@ProdNameCode=='PRDN4600'||@ProdNameCode=='PRDN4601'||@ProdNameCode=='PRDN4602'||@ProdNameCode=='PRDN5020'||@ProdNameCode=='PRDN5028'||@ProdNameCode=='PRDN5031'||@ProdNameCode=='PRDN5411'||@ProdNameCode=='PRDN6000'||@ProdNameCode=='PRDN6024'||@ProdNameCode=='PRDN6025'||@ProdNameCode=='PRDN6026'||@ProdNameCode=='PRDN6027'||@ProdNameCode=='PRDN6033'||@ProdNameCode=='PRDN6035'||@ProdNameCode=='PRDN6036'||@ProdNameCode=='PRDN6037'||@ProdNameCode=='PRDN6038'||@ProdNameCode=='PRDN6039'||@ProdNameCode=='PRDN6040'||@ProdNameCode=='PRDN6041'||@ProdNameCode=='PRDN6042'||@ProdNameCode=='PRDN6043'||@ProdNameCode=='PRDN6044'||@ProdNameCode=='PRDN6045'||@ProdNameCode=='PRDN6046'||@ProdNameCode=='PRDN6047'||@ProdNameCode=='PRDN-

Excellus Elixir Technologies Corporation

48

6048'||@ProdNameCode=='PRDN6049'||@ProdNameCode=='PRDN6050'||@ProdNameCode=='PRDN6051'||@ProdNameCode=='PRDN6052'||@ProdNameCode=='PRDN6053'||@ProdNameCode=='PRDN6055'||@ProdNameCode=='PRDN6056'||@ProdNameCode=='PRDN6058'||@ProdNameCode=='PRDN6061'||@ProdNameCode=='PRDN6070'||@ProdNameCode=='PRDN6071'||@ProdNameCode=='PRDN6072'||@ProdNameCode=='PRDN6073'||@ProdNameCode=='PRDN6074'||@ProdNameCode=='PRDN6075'||@ProdNameCode=='PRDN6076'||@ProdNameCode=='PRDN6083'||@ProdNameCode=='PRDN-6084'),'Y','N') RxBINCMS DateTime MemberName Script_RxBINCMS Script_DateTime Script_MemberName if(@BinNumber=='','','RxBIN') Now('MM/dd/yyyy hh:mm:ss') if(SubString_MaskCounter=='000001',Job.VFRMN =Concatenate_SubscriberName_CMS,Job.VFR MN); if(SubString_MaskCounter=='000001',Job.VTime= Script_DateTime,Job.VTime);

DateTimeFront

Script_DateTimeFront

Concatenate You can concatenate two or more fields or a constant to a single field. To do so, follow the instructions below: 25. Drag and drop in front of the CityStateZip field.

26. Click the added processor to open its properties. 27. In the Properties area click Binding area. three times to add three new entry boxes in the

Excellus Elixir Technologies Corporation

49

28. Click in the first entry box and select Data, MainRecord, subscriberCity from the menu that opens.

29. Repeat the procedure mentioned in step 28 to select the subscriberState and subscriberZipCode fields in the second and third newly added entry boxes respectively in the Binding area.

30. Leave the separator field blank. You have successfully concatenated the values from the subscriberCity, subscriberState and subscriberZipCode fields into the CityStateZip field. Following the similar procedure you will concatenate a few other fields as well in the coming steps. Before you concatenate more fields you need to know that you can concatenate a field to: an existing field to the output of a processor applied to a field a constant value

Excellus Elixir Technologies Corporation

50

You have already learned how to concatenate a field to an existing field in steps 25 to 30. A field concatenated to an existing field is indicated by the @ character before the field name. In this training you will also be concatenating existing fields to constant values. To concatenate a field to a constant, you need to: add a Concatenate processor to the field add a new entry box in the Properties area for the newly added Concatenate processor select Constant from the menu of that entry box enter the constant value in the constant entry box The constant value appears in the entry box within single quotes. 31. Using the information mentioned in the steps 25 to 29, add the Concatenate processor to the following fields from the data map and specify the properties mentioned for each field in the table below: Note: Values mentioned within quotes in the Concat column are constant values and the ones with @ sign in their name are existing field names.
Field PCodeData SubscriberIDNumb erNew ProdNameCode2 Separator / Concat1 @BCPlan Concat2 @BSPlan @SubscriberIDNum ber MainRecord/@Pro dNameCode MainRecord/@Pro dNameCode @TagLineCode '.pdf' Concat3 Concat4

'./Images/PR DN/' './RTFs/PRDN/'

ProdNameCode1

'.rtf'

TagLineLower

'./RTFs/TGLC/

'.rtf'

SubscriberName_C MS

@subscriber LastName

@subscriber FirstName

@Subscrib er MiddleIniti

Excellus Elixir Technologies Corporation

51

al SubscriberName_C arrierFront @subscriber FirstName @Subscriber MiddleInitial @subscribe r LastName SubscriberName_N ONCMS GroupSubGroup , @subscriberL astName @Groupnum ber './Images/DB GL/' './Images/CR LC/' './Images/RIL L/' './Images/ST CL/' './Images/CB LC/' @subscriberFirstNa me @Subgroup Number @DrugBugCode '.pdf' @subscri ber Title

DrugBugCode Image CarrierPlanLogoCo deData CardPlanLogoCod eDataBack SuitCaseData

@CarrierPlanLogo Code @ReissueLetterLog oCode @SuitcaseCode

'.pdf'

'.pdf'

'.pdf'

CarrierBackImage

MainRecord/@Carr ierBackLanguage Code MainRecord/@Car dPlanLogoCode @VendorLogoCod e1 @VendorLogoCod e2 @VendorLogoCod e3 @VendorLogoCod e4 @VendorLogoCod e5

'.pdf'

CardPlanLogoCod eDataFront VendorLogoCode 1Data VendorLogoCode 2Data VendorLogoCode 3Data VendorLogoCode 4Data VendorLogoCode 5Data

'./Images/CD PL/' './Images/VR L/' './Images/VR L/' './Images/VR L/' './Images/VR L/' './Images/VR L/'

'.pdf'

'.pdf'

'.pdf'

'.pdf'

'.pdf'

'.pdf'

Excellus Elixir Technologies Corporation

52

CarrierPlanReturnA ddressCodeData FrontMiscLanguag eData2 FrontMiscLanguag eData CarrierBackRTF

'./RTFs/CFAC/ ' './RTFs/MCFC /' './RTFs/MCFC /' './RTFs/CBLC/

@CarrierPlanReturn AddressCode @FrontMiscLangua ge @FrontMiscLangua ge @CarrierBackLang uageCode @BackTopLeftLang uageCode @ASOLanguageC ode @BackBottomLeftL anguageCode @CardPlanReturnA ddressCode MainRecord/@Me dicareRPBPNumbe r MainRecord/@Sub groupNumber

'.rtf'

'.pdf'

'.rtf'

'.rtf'

BackTopLeftLangu ageCodeData AsocLangaugeCo deData BackBottomLeftLa nguageCodeData AddressRuleData

'./RTFs/BTLL/'

'.rtf'

'./RTFs/ASO/'

'.rtf'

'./RTFs/BBLL/'

'.rtf'

'./RTFs/CPRA/ CPRA-' MainRecord/ @MedicaeIns uranceCode MainRecord/ @Groupnum ber

'.rtf'

CMS

GroupSubGroupPa ckage

MainRecor d/@Packa geNumber

You have successfully applied the Concatenate processor. Next you use the mask processor.

Excellus Elixir Technologies Corporation

53

Mask You can apply mask on data fields to transform them into appropriate format. To do so: 32. Drag and drop in front of the SubscriberEffectiveDate field.

33. Click the added processor and specify the following properties in the Properties Mask area: Type: Date. Input Format: yyyyMMdd Output Format: MM/dd/yyyy Country: US Language: EN

Leave the automatically specified values in the remaining fields unchanged.

Excellus Elixir Technologies Corporation

54

34. Follow the instructions mentioned in steps 32 and 33 to add masks to the

following fields:
Note: Country is US and Language is EN for all fields mentioned in the table below.
Mask Field subscribereffectiveDate CopayValue1 CopayValue2 CopayValue3 CopayValue4 CopayValue5 CopayValue6 CopayValue7 CopayValue8 CopayValue9 Input Format yyyyMMdd #### #### #### #### #### #### #### #### #### Output Format dd/MM/yyyy $#### $#### $#### $#### $#### $#### $#### $#### $#### Type Date Number Number Number Number Number Number Number Number Number

You have successfully added the Mask processor to appropriate fields. Next you learn the use of Trim processor.

Excellus Elixir Technologies Corporation

55

Trim You can trim extra spaces and special characters from data fields using the Trim processor. To do so: 35. Drag and drop in front of the already added Concatenate processor to the SubscriberIDNumberNew field. 36. Click the added Trim processor to open its Properties and specify the following properties: White Spaces: Both Leave the automatically specified values in Name and Source unchanged Leave the Characters field blank

You have successfully applied the Trim processor to appropriate field. Next you learn the use of Substring function.

Excellus Elixir Technologies Corporation

56

Substring Substring function can be used to manipulate characters in a string. To do so: 37. Drag and drop in front of the MaskCounter field.

38. Click the added processor to open its Properties and specify the following properties: Source: MainRecord/@Barcode Start: 10 Length: 6 Type: Generic Leave the automatically specified value in Name and leave the Value field empty

39. Follow the procedure mentioned in steps 37 and 38 to add the Substring function to the PDFName field and specify the following properties: Start: 1 Length: 9 Type: Generic Leave the automatically specified values in the remaining fields unchanged This completes the process of applying business rules on the data map. This data map can be used in the Design process now.

Excellus Elixir Technologies Corporation

57

Document Designer:
This next section will introduce you to the Document Designer.

In the Document Designer workspace, you can define all of the design objects, conditional processing and links to external content to create the final layout. The Document Designer: Creates the design layout to specify how variable data and other content will print on each document page. Creates the logical rules that control how variable content is used in the dynamic composition process. Using the Document Designer, in this section, you will work with: Linking the EPF to the design. Frames Images (PDFs) Texts (sentences, paragraphs, messages, etc.) External RTFs Barcodes Lines Saving your design.

Excellus Elixir Technologies Corporation

58

1. Select Tango

to return to the Tango Studio.

2. From the Applications section, select Document Designer.

We will be working inside the Document Workspace. 3. Select Open Document Workspace.

Excellus Elixir Technologies Corporation

59

The Document Workspace opens:

Excellus Elixir Technologies Corporation

60

Toolboxes:
Located across the top left is the standard toolbar:

New Project Open Project Save Configure EPF File Copy Cut Paste Undo Redo Preview Design Toggle Grid Toggle Ruler Preferences Close

Excellus Elixir Technologies Corporation

61

On the far left is the Insert Toolbar: Pointer Image Static Text Multi-line Text Barcode Line Rectangle Circle External File Chart Table Form Table of Contents Frame Page Page Group On the far right is the Properties toolbar: Document Data Variables Colors Styles Note: The properties toolbar will update with additional properties as the design process progresses.
Excellus Elixir Technologies Corporation

62

Before you begin the design, you must add a Design to the EPF. Move your cursor to the top center of the browser, and the navigation window will display. This will allow you to toggle between the open Tango components.

Logic Studio Document Designer 4. Select Logic Studio. 5. Be sure the Process Flow tab is selected. 6. Select the Design icon and drag and drop it to the workspace. Connect the Conversion module to the Design module.

Excellus Elixir Technologies Corporation

63

7. Double-click the Document Design module and change the properties: Name: Design File Name: NONCMS.tdf

Note: The File Name will be what you save the design layout to.

8. Save the changes to the EPF and return to the Document Designer using the toggle menu at the top of the screen.

Excellus Elixir Technologies Corporation

64

Now you are ready to begin your design. 9. Start a new design.

10. Configure

the design to the existing (Excellus.epf) EPF for this project.

The design and the EPF file must be associated with each other in order to access the records and fields defined in the Data and Logic part of the process. Click Open.
Excellus Elixir Technologies Corporation

65

11. When you click inside the design window, notice the Properties toolbar updates with additional properties. We will review the properties and objects in this toolbar throughout the training. For more information on each of these properties, please refer to the User Guide.

We will need 2 pagesone for the front of the ID card mailer and one for the back. You will then add text and images to this design. 12. Since we already have the default page, we will only need to add one page to the design. On the Insert toolbar, select Page .

13. To view the newly added page object, use the Properties toolbar to expand the Document properties.

Excellus Elixir Technologies Corporation

66

14. Select Page 1.

Note: You can minimize or close the window using the x on the top right corner of the dialog box. 15. Select the General icon from the Properties toolbar.

16. Rename the page as NON-CMS Page 1. 17. Update the page size to accommodate for the custom ID card mailer size.

18. Do the same steps above for Page 2 of the design. Rename the page 2 as NON-CMS Page 2.

Excellus Elixir Technologies Corporation

67

Now you are ready to begin adding objects to the design.

You will need to create an object for each element of the final design. First, you will add an image to the design that will be bound to the CarrierPlan Logo field. 19. Select the Image page. You will first specify the Binding properties. icon from the Insert toolbar and draw a box on the

20. Select MainRecord from the Data Source drop-down option. This specifies the record. You shall use MainRecord as the specified record for each field used in this training.

21. After selecting the record name (MainRecord), type /@ after the record name. A list of all the possible fields displays:

Excellus Elixir Technologies Corporation

68

22. Select or type CarrierPlanLogoCodeData after @.

Data Source:

MainRecord/@ CarrierPlanLogoCodeData

23. Select the Properties tab in the Binding properties window:

Excellus Elixir Technologies Corporation

69

24. Browse to the Images directory and from the CRLC folder, select CRLCU001.pdf.

25. Close Binding properties.

Next, you will apply some position and dimension formatting to the field.

Excellus Elixir Technologies Corporation

70

26. With the image box selected on the page, select the General from the properties toolbar and update the image properties:

icon

Name: X: Y: Width: Height: Rotation:

Carrier Plan Logo 3.000 0.500 0.450 2.000 0

Excellus Elixir Technologies Corporation

71

27. Now, you will add the remaining image objects on the page 1, using the same techniques used above. The table below provides the properties for each new field added. The page 1 layout displays 2 copies of the card. Note that the settings are identical for both the regions, only the Y-position is different.
Name Position Width Image settings for Card 1: Card Plan X: 0.240 1.250 Logo Y: 3.790 Prod Name Code Image Front Misc Language Image BF Image X: 1.890 Y: 3.790 X: 1.890 Y: 4.220 1.380 Height 0.250 Rotation 0 Location Images/CDPL/ CDPLU001.pdf Images/PRDN/ PRDN-4010.pdf Images/MCFC /MCFCMM08.pdf Images/STCL/ STCL-0002.pdf Images/RXL/ RXL-0001.pdf Images/CDPL/ CDPLU001.pdf Images/PRDN/ PRDN-4010.pdf Images/MCFC /MCFCMM08.pdf Images/STCL/ STCL-0002.pdf Images/RXL/ RXL-0001.pdf Binding MainRecord/@ CardPlanLogo CodeDataFront MainRecord/@ ProdNameCod e1 MainRecord/@ FrontMiscLangu ageData MainRecord/@ SuitCaseData MainRecord/@ RxCode MainRecord/@ CardPlanLogo CodeDataFront MainRecord/@ ProdNameCod e1 MainRecord/@ FrontMiscLangu ageData MainRecord/@ SuitCaseData MainRecord/@ RxCode

0.250

1.500

0.500

X: 2.090 0.250 Y: 5.570 Rx Code X: 2.900 0.250 Image Y: 5.570 Image settings for Card 2: Card Plan X: 0.240 1.250 Logo Y: 6.107 Prod Name Code Image Front Misc Language Image BF Image Rx Code Image X: 1.890 Y: 6.107 X: 1.890 Y: 6.537 X: Y: X: Y: 2.090 7.887 2.900 7.887 1.380

0.250 0.250

0 0

0.250

0.250

1.500

0.500

0.250 0.250

0.250 0.250

0 0

Note: You can use the copy/paste function. Be sure to change your field names, update positioning, color and Record/Field properties.

Excellus Elixir Technologies Corporation

72

Next, you will add the text fields. 28. From the Insert toolbar, select Static Text 29. Draw a text box on the page. .

30. Select the General

icon from the Properties toolbar.

31. Change the properties: Name: X: Y: Width: Height: Rotation: Subscriber Name Data 0.240 4.350 1.580 0.140 0

Excellus Elixir Technologies Corporation

73

32. Select the Binding icon from the Properties toolbar. The Binding option is used with the variable data. 33. Change the properties:

Data Source:

MainRecord/@SubscriberName_NONCMS

34. Select the Font 35. Set the properties: Font:

properties icon from the Properties toolbar.

Times New Roman, Bold, 8 points

Excellus Elixir Technologies Corporation

74

36. Select the Color properties, and select the Swatch tab. Change the color to white by selecting the white swatch displayed in the window.

Next, you will add the second text object. 37. Insert a Static Text 38. Select the General on the layout. icon from the Properties toolbar.

39. Change the properties: Name: X: Y: Width: Height: Rotation: Subscriber Name 0.240 4.200 1.580 0.140 0

Excellus Elixir Technologies Corporation

75

40. Select the Text icon from the Properties toolbar. For static text objects, specify the text here:

41. Change the Text property: Text: Subscriber Name properties icon from the

42. Select the Font tab, or select the Font Properties toolbar. 43. Change the properties:

44. Select the Color properties, and select the Swatch tab. Change the color to white by selecting the white swatch displayed in the window.

Excellus Elixir Technologies Corporation

76

You will now specify the Styles used to specify the text. 45. Select Style 46. Click from the Properties toolbar.

to add a new Style.

47. Select the Layout tab and specify the following settings:

H Align:

Left

48. Select the Text tab and specify the following settings:

Name: Font: Size:

Univer 8 Left Top Univers 8

Excellus Elixir Technologies Corporation

77

49. Add the remaining styles, using the same techniques used above. The table below provides the properties for each new style added.
Name Univers 8 Left Top Univers 8 Right Univers 7 Left Norm Univers 7 Bold Left Univers 6.5 Bold Left Univers 6.5 Norm Right Univers 6.5 Left Norm Univers 6.5 Bold Right Univers 6 Norm Left OCR B 5 Left B Normal Times 8 Bold Left Font Univers Univers Univers Univers Univers Univers Univers Univers Univers OCRB Times New Roman Size 8 8 7 7 6.5 6.5 6.5 6.5 6 5 8 H Align Left Right Left Left Left Right Left Right Left Left Left

Excellus Elixir Technologies Corporation

78

50. Now, you will add the remaining text objects on the page 1, using the same techniques used above. The table below provides the properties for each new field added. The Binding field is used for the variable text objects, and the Text field is used for the static objects only. You can specify the Style by selecting Style by specifying these settings in the Font from the Properties toolbar, or

Properties.

Name Position Settings for Card 1: Subscriber X: 0.240 ID Y: 4.500 Subscriber X: 0.240 ID Data Y: 4.650

Width 1.580 1.580

Height 0.140 0.140

Rotation 0 0

Style Univers 8 Left Top Times 08 Bold Left

Binding MainRecord /@Subscribe rIDNumberN ew

Text Subscriber ID -

Settings for Card 2: Subscriber X: 0.240 Name Y: 6.517 Subscriber X: 0.240 Name Data Y: 6.667

1.580 1.580

0.140 0.140

0 0

Univers 8 Left Top Times 08 Bold Left

Subscriber ID Subscriber ID Data

X: Y: X: Y:

0.240 6.817 0.240 6.967

1.580 1.580

0.140 0.140

0 0

Univers 8 Left Top Times 08 Bold Left

MainRecord /@Subscribe rName_Non CMS MainRecord /@Subscribe rIDNumberN ew

Subscriber Name -

Subscriber ID -

Excellus Elixir Technologies Corporation

79

Next, you will add the frames. You can handle relative positioning of objects and fields by placing the objects within a Frame. 51. From the Insert toolbar, select Frame 52. Draw a frame on the page. .

53. Select the General

icon from the Properties toolbar.

54. Change the properties: Name: X: Y: Width: Height: Rotation: Address Box 1.188 0.500 2.960 0.900 -90

Excellus Elixir Technologies Corporation

80

Next, for each frame, you will add the text fields inside the frame. 55. You will add the text objects, using the same technique described in steps 28 to 44. The table below provides the properties for each new field added.
Name Group, SubGroup and Package Mask Counter Subscriber Name Width 1.500 Height 0.130 Style default Binding MainRecord/@Gr oupSubGroupPac kage MainRecord/@Ma skCounter MainRecord/@Su bscriberName_Ca rrierFront MainRecord/@Ad dress1 MainRecord/@Ad dress2 MainRecord/@Ad dress3 MainRecord/@Cit yStateZip

1.150 2.960

0.130 0.130

OCR B 5 left B normal Univers 8 Left Top

Address 1 Address 2 Address 3 City State Zip code

2.960 2.960 2.960 2.960

0.130 0.130 0.130 0.130

Univers 8 Left Top Univers 8 Left Top Univers 8 Left Top Univers 8 Left Top

Next, for each text object, you will specify the Relative settings. 56. Select the Relative
Name Group, SubGroup and Package Mask Counter Subscriber Name Address 1 Address 2 Address 3 City State Zip code

icon from the Properties toolbar.


Origin Y Next Same Next Next Next Next Next Position Relative Relative Relative Relative Relative Relative Relative X Offset 0.000 1.780 0.000 0.000 0.000 0.000 0.000 Y Offset 0.000 0.000 0.100 0.000 0.000 0.000 0.000

Origin X Same Same Same Same Same Same Same

Excellus Elixir Technologies Corporation

81

57. Similarly, add the next frame:

58. Change the properties: Name: X: Y: Width: Height: Frame BIN Numbers 0.240 4.870 1.000 0.620

59. Insert another frame General Properties: Name: X: Y: Width: Height:

on the layout with similar format settings:

Frame BIN Numbers 0.240 7.187 1.000 0.620

Excellus Elixir Technologies Corporation

82

60. For each of the above two frames, add the following text objects:
Name Effective Date Static Plan Code RxBIN PCN Bin Number Front Extra Label 1 Front Extra Label 2 Front Extra Label 3 Front Extra Label 4 Front Extra Label 5 Width 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 1.000 Height 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 Rotation 0 0 0 0 0 0 0 0 0 0 Style Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Binding Text Effective Date -

MainRecord/@Pl anCode MainRecord/@Rx Bin MainRecord/@P CN MainRecord/@Bin Number2 MainRecord/@Fr ontExtraLabel1 MainRecord/@Fr ontExtraLabel2 MainRecord/@Fr ontExtraLabel3 MainRecord/@Fr ontExtraLabel4 MainRecord/@Fr ontExtraLabel5

61. Specify the Relative


Name Effective Date Static Plan Code RxBIN PCN Bin Number Front Extra Label 1 Front Extra Label 2 Front Extra Label 3 Front Extra Label 4 Front Extra Label 5

settings for each of the text objects listed below:


Origin Y Same Next Next Next Next Next Next Next Next Next Position Relative Relative Relative Relative Relative Relative Relative Relative Relative Relative X Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Y Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000

Origin X Same Same Same Same Same Same Same Same Same Same

Excellus Elixir Technologies Corporation

83

62. Add a frame with the following properties: Name: X: Y: Width: Height: Frame BIN Numbers Data 0.890 4.870 0.930 0.620 on the layout with similar format settings:

63. Insert another frame General Properties: Name: X: Y: Width: Height:

Frame BIN Numbers Data 0.890 7.187 0.930 0.620

64. For each of the above frames, add the following text objects:
Name Effective Date PCode Data RxBIN Data PCN Data Bin Number Front Extra Label Data1 Front Extra Label Data2 Front Extra Label Data3 Front Extra Label Data4 Front Extra Label Data5 Width 0.930 0.930 0.930 0.930 0.930 0.930 0.930 0.930 0.930 0.930 Height 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 Rotation 0 0 0 0 0 0 0 0 0 0 Style Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Univers 6.5 Bold Right Binding MainRecord/@Subscr iberEffectiveDate MainRecord/@PCod eData MainRecord/@RxBin Data MainRecord/@PCND ata MainRecord/@Bin Number2Data MainRecord/@FrontE xtraLabelData1 MainRecord/@FrontE xtraLabelData2 MainRecord/@FrontE xtraLabelData3 MainRecord/@FrontE xtraLabelData4 MainRecord/@FrontE xtraLabelData5

Excellus Elixir Technologies Corporation

84

65. Specify the Relative


Name Effective Date PCode Data RxBIN Data PCN Data Bin Number Front Extra Label Data1 Front Extra Label Data2 Front Extra Label Data3 Front Extra Label Data4 Front Extra Label Data5

settings for each of the text objects listed below:


Origin X Same Same Same Same Same Same Same Same Same Same Origin Y Same Next Next Next Next Next Next Next Next Next Position Relative Relative Relative Relative Relative Relative Relative Relative Relative Relative X Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Y Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000

66. Add a frame with the following properties: Name: X: Y: Width: Height: Frame Copay Label 1.890 4.870 1.580 0.620 on the layout with similar format settings:

67. Insert another frame General Properties: Name: X: Y: Width: Height:

Frame Copay Label 1.890 7.187 1.580 0.620

Excellus Elixir Technologies Corporation

85

68. For each of the above frames, add the following text objects:
Name Plan Copay Label 1 Copay Label 2 Copay Label 3 Copay Label 4 Copay Label 5 Copay Label 6 Copay Label 7 Copay Label 8 Copay Label 9 Width 1.500 1.500 1.500 1.500 1.500 1.500 1.500 1.500 1.500 1.500 Height 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 Rotation 0 0 0 0 0 0 0 0 0 0 Style Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Univers 6.5 Left Norm Binding MainRecord/@FrontPla nDescription MainRecord/@CopayL abel1 MainRecord/@CopayL abel2 MainRecord/@CopayL abel3 MainRecord/@CopayL abel4 MainRecord/@CopayL abel5 MainRecord/@CopayL abel6 MainRecord/@CopayL abel7 MainRecord/@CopayL abel8 MainRecord/@CopayL abel9

69. Specify the Relative


Name Plan Copay Label 1 Copay Label 2 Copay Label 3 Copay Label 4 Copay Label 5 Copay Label 6 Copay Label 7 Copay Label 8 Copay Label 9 Origin X Same Same Same Same Same Same Same Same Same Same

settings for each of the text objects listed below:


Origin Y Same Next Next Next Next Next Next Next Next Next Position Relative Relative Relative Relative Relative Relative Relative Relative Relative Relative X Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Y Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000

Excellus Elixir Technologies Corporation

86

70. Add a frame with the following properties: Name: X: Y: Width: Height: Frame Copay Label Data 3.053 4.870 0.417 0.620 on the layout with similar format settings:

71. Insert another frame General Properties: Name: X: Y: Width: Height:

Frame Copay Label Data 3.053 7.187 0.417 0. 620

72. For the above frame, add the following text objects:
Name Front Plan Description Copay Label Data 1 Copay Label Data 2 Copay Label Data 3 Copay Label Data 4 Copay Label Data 5 Copay Label Data 6 Copay Label Data 7 Copay Label Data 8 Copay Label Data 9 Width 0.417 0.417 0.417 0.417 0.417 0.417 0.417 0.417 0.417 0.417 Height 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 Rotation 0 0 0 0 0 0 0 0 0 0 Style default Univers 6.5 Bold left Univers 6.5 Bold left Univers 6.5 Bold left Univers 6.5 Bold left Univers 6.5 Bold left Univers 6.5 Bold left Univers 6.5 Bold left Univers 6.5 Bold left Univers 6.5 Bold left Binding MainRecord/@Front PlanDescription MainRecord/@Cop ayValue1 MainRecord/@Cop ayValue2 MainRecord/@Cop ayValue3 MainRecord/@Cop ayValue4 MainRecord/@Cop ayValue5 MainRecord/@Cop ayValue6 MainRecord/@Cop ayValue7 MainRecord/@Cop ayValue8 MainRecord/@Cop ayValue9

Excellus Elixir Technologies Corporation

87

73. Specify the Relative


Name Front Plan Description Copay Label Data 1 Copay Label Data 2 Copay Label Data 3 Copay Label Data 4 Copay Label Data 5 Copay Label Data 6 Copay Label Data 7 Copay Label Data 8 Copay Label Data 9 Origin X Same Same Same Same Same Same Same Same Same Same

settings for each of the text objects listed below:


Origin Y Same Next Next Next Next Next Next Next Next Next Position Relative Relative Relative Relative Relative Relative Relative Relative Relative Relative X Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Y Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000

Excellus Elixir Technologies Corporation

88

Now you will add the lines. 74. To add lines, select the Line vertical line on the page. icon from the Insert toolbar, and draw a

75. With the line selected on the page, select the General properties icon from the properties toolbar and update the following:

Name: X: Y: Width: Height: Rotation:

Line 1 0.240 4.160 1.580 0.000 0

76. Add the following line objects. The specifications for the General properties are listed below:
Name X Settings for Card 1: Line 2 1.890 Line 3 0.240 Line 4 1.890 Line 5 0.240 Line 6 1.890 Settings for Card 2: Line 1 0.240 Line 2 1.890 Line 3 0.240 Line 4 1.890 Line 5 0.240 Line 6 1.890 Y 4.160 4.830 4.830 5.530 5.530 6.477 6.477 7.147 7.147 7.847 7.847 Width 1.580 1.580 1.580 1.580 1.580 1.580 1.580 1.580 1.580 1.580 1.580 Height 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0 0 0 0 0 0 0 0 0 0 0 Rotation

Excellus Elixir Technologies Corporation

89

Now you will add rectangle boxes. 77. To add lines, select the Rectangle draw a rectangle on the page. icon from the Insert toolbar, and

78. With the rectangle selected on the page, select the General properties icon from the properties toolbar and update the following:

Name: X: Y: Width: Height: Rotation:

Area Page 1 0 0 3.710 8.375 0

79. Add the following rectangle objects. The specifications for the General properties are listed below:
Name Area Front Page Upper Area Front Page Lower X 0.170 0.170 Y 3.740 6.057 Width 3.370 3.370 Height 2.125 2.125 Rotation 0 0

Excellus Elixir Technologies Corporation

90

Now you will add the external RTFs. 80. To add lines, select the External File draw a box on the page. icon from the Insert toolbar, and

81. With the box selected on the page, select the General properties icon from the properties toolbar and update the following:

Name: X: Y: Width: Height: Rotation:

AddressRTF 2.900 0.510 2.940 0.457 -90

82. Select the Binding properties:

icon from the Properties toolbar and change the

Data Source:

MainRecord/@CarrierPlanReturnAddressCodeData

Excellus Elixir Technologies Corporation

91

83. Add the following external RTF objects. The specifications for the General properties are listed below:
Name Position Width Image settings for Card 1: Prod Name X: 1.890 1.580 Code Y: 3.790 Front Misc X: 1.890 1.580 language Y: 4.220 Image settings for Card 2: Prod Name X: 1.890 1.580 Code Y: 6.107 Front Misc X: 1.890 1.580 language Y: 6.537 Height 0.250 0.565 Rotation 0 0 Style default default Binding MainRecord/@Pr odNameCode1 MainRecord/@Fr ontMiscLanguag eData MainRecord/@Pr odNameCode1 MainRecord/@Fr ontMiscLanguag eData

0.250 0.565

0 0

default default

Note: You can leave the Properties windows open as you open each object and drag to rearrange on the page, or you can expand all properties, using the Expand icon at the top of the toolbar.

Congratulations! The first page is complete!

Excellus Elixir Technologies Corporation

92

Next, you will add the backside of the ID card mailer. 84. If not already open, select the Document select NON-CMS Page 2. properties window, and

For the backside of the ID card mailer, you will work on: Images Frames Texts External RTFs Barcodes Lines Saving your design

85. Verify the Page 2 properties show the correct page size by viewing the General properties:

86. Change the properties: Name: X: Y: Width: Height: NON-CMS Page 2 0.000 0.000 3.710 8.375

Excellus Elixir Technologies Corporation

93

87. Now, you will add the images on the page 2, using the same technique as page 1. The table below provides the properties for each new field.
Name Position Settings for Card 1: RILC X: 0.030 image Y: 0.100 Card Plan X: 0.240 Logo Y: 3.790 DBGL Image X: 2.900 Y: 5.580 Width 3.650 1.250 Height 3.250 0.250 Rotation 0 0 Location Images/CBLC/ CBLC-UMED. pdf Images/ CDPL/ CDPL-U001.pdf Images/DBGL/ DBGL-0001.pdf Images/VRL/VR L1-1009.pdf Images/VRL/VR L2-1004.pdf Images/VRL/VR L3-1001.pdf Images/VRL/VR L4-1302.pdf Images/VRL/VR L5-1301.pdf Binding MainRecord/@C arrierBackImage MainRecord/@C ardPlanLogoCo deDataFront MainRecord/@D rugBugCodeIma ge MainRecord/@V endorLogoCode 1Data MainRecord/@V endorLogoCode 2Data MainRecord/@V endorLogoCode 3Data MainRecord/@V endorLogoCode 4Data MainRecord/@V endorLogoCode 5Data MainRecord/@C ardPlanLogoCo deDataFront MainRecord/@D rugBugCodeIma ge MainRecord/@V endorLogoCode 1Data MainRecord/@V endorLogoCode 2Data MainRecord/@V endorLogoCode 3Data MainRecord/@V endorLogoCode 4Data MainRecord/@V endorLogoCode 5Data

0.600

0.250

Vendor X: 2.280 Logo Y: 5.580 Code 1 Vendor X: 1.760 Logo Y: 5.580 Code 2 Vendor X: 1.240 Logo Y: 5.580 Code 3 Vendor X: 0.720 Logo Y: 5.580 Code 4 Vendor X: 0.200 Logo Y: 5.580 Code 5 Settings for Card 2: Card Plan X: 0.240 Logo Y: 6.107 DBGL Image Vendor Logo Code 1 Vendor Logo Code 2 Vendor Logo Code 3 Vendor Logo Code 4 Vendor Logo Code 5 X: 2.900 Y: 7.897 X: 2.280 Y: 7.897 X: 1.760 Y: 7.897 X: 1.240 Y: 7.897 X: 0.720 Y: 7.897 X: 0.200 Y: 7.897

0.500

0.250

0.500

0.250

0.500

0.250

0.500

0.250

0.500

0.250

1.250

0.250

Images/ CDPL/ CDPL-U001.pdf Images/DBGL/ DBGL-0001.pdf Images/VRL/VR L1-1009.pdf Images/VRL/VR L1-1004.pdf Images/VRL/VR L3-1001.pdf Images/VRL/VR L4-1302.pdf Images/VRL/VR L5-1301.pdf

0.600

0.250

0.500

0.250

0.500

0.250

0.500

0.250

0.500

0.250

0.500

0.250

Excellus Elixir Technologies Corporation

94

88. Insert a Text

box on the layout and apply formatting:

General Properties: Name: X: Y: Width: Height: URL 1.895 3.799 1.580 0.125

Binding Properties: Data Source: MainRecord/@ URLCodeData

Style Properties: Univers 7 Bold Left 89. Now, you will add the remaining text objects on the page 1, using the same techniques used above. The table below provides the properties for each new field added.
Name URL Counter Position X: 1.895 Y: 6.116 X: 0.120 Y: 0.250 Width 1.580 2.000 Height 0.125 0.100 Rotation 0 -90 Style Univers 7 Bold Left default Binding MainRecord/@ URLCodeData MainRecord/@ MaskCounter

90. Remember to save your work!

Excellus Elixir Technologies Corporation

95

Now, you will add the frames on the page 2. 91. Insert a Frame on the layout and apply formatting:

General Properties: Name: X: Y: Width: Height: Frame Telephone Labels 1.890 3.930 0.750 0.620

92. Insert another frame General Properties: Name: X: Y: Width: Height:

on the layout with similar format settings:

Frame Telephone Labels 1.890 6.247 0.750 0.620

Excellus Elixir Technologies Corporation

96

93. For each of the above frames, add the following text objects:
Name Telephone Label 1 Telephone Label 2 Telephone Label 3 Telephone Label 4 Telephone Label 5 Telephone Label 6 Telephone Label 7 Telephone Label 8 Telephone Label 9 Width 0.750 0.750 0.750 0.750 0.750 0.750 0.750 0.750 0.750 Height 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 Rotation 0 0 0 0 0 0 0 0 0 Style Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Binding MainRecord/@Telep honeLabel1 MainRecord/@Telep honeLabel3 MainRecord/@Telep honeLabel5 MainRecord/@Telep honeLabel7 MainRecord/@Telep honeLabel9 MainRecord/@Telep honeLabel11 MainRecord/@Telep honeLabel13 MainRecord/@Telep honeLabel15 MainRecord/@Telep honeLabel17

94. Specify the Relative


Name Telephone Label 1 Telephone Label 2 Telephone Label 3 Telephone Label 4 Telephone Label 5 Telephone Label 6 Telephone Label 7 Telephone Label 8 Telephone Label 9

settings for each of the text objects listed below:


Origin Y Same Next Next Next Next Next Next Next Next Position Relative Relative Relative Relative Relative Relative Relative Relative Relative X Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Y Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000

Origin X Same Same Same Same Same Same Same Same Same

Excellus Elixir Technologies Corporation

97

95. Insert a Frame

on the layout and apply formatting:

General Properties: Name: X: Y: Width: Height: Frame Telephones Labels Data 2.700 3.930 0.770 0.620 on the layout with similar format settings:

96. Insert another frame General Properties: Name: X: Y: Width: Height:

Frame Telephones Labels Data 2.700 6.247 0.770 0.647

97. For each of the above frames, add the following text objects:
Name Telephone Label Data 1 Telephone Label Data 2 Telephone Label Data 3 Telephone Label Data 4 Telephone Label Data 5 Telephone Label Data 6 Telephone Label Data 7 Telephone Label Data 8 Telephone Label Data 9 Width 0.770 0.770 0.770 0.770 0.770 0.770 0.770 0.770 0.770 Height 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 0.130 Rotation 0 0 0 0 0 0 0 0 0 Style Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Univers 6.5 Norm Left Binding MainRecord/@Telep honeLabel Data 2 MainRecord/@Telep honeLabel Data 4 MainRecord/@Telep honeLabel Data 6 MainRecord/@Telep honeLabel Data 8 MainRecord/@Telep honeLabel Data10 MainRecord/@Telep honeLabel Data12 MainRecord/@Telep honeLabel Data 14 MainRecord/@Telep honeLabel Data 16 MainRecord/@Telep honeLabel Data 18

Excellus Elixir Technologies Corporation

98

98. Specify the Relative


Name Telephone Label Data 1 Telephone Label Data 2 Telephone Label Data 3 Telephone Label Data 4 Telephone Label Data 5 Telephone Label Data 6 Telephone Label Data 7 Telephone Label Data 8 Telephone Label Data 9

settings for each of the text objects listed below:


Origin Y Same Next Next Next Next Next Next Next Next Position Relative Relative Relative Relative Relative Relative Relative Relative Relative X Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Y Offset 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000

Origin X Same Same Same Same Same Same Same Same Same

Excellus Elixir Technologies Corporation

99

Now you will add the lines. 99. Insert a Line on the layout and apply formatting:

General Properties: Name: X: Y: Width: Height: Rotation: Line 7 0.240 4.160 1.580 0.000 0

100. Similarly, add the following line objects. The specifications for the General properties are listed below:
Name X Settings for Card 1: Line 8 1.890 Line 9 0.240 Line 10 1.890 Settings for Card 2: Line 7 0.240 Line 8 1.890 Line 9 0.240 Line 10 1.890 Y 4.560 5.530 5.530 6.477 6.877 7.847 7.847 Width 1.580 1.580 1.580 1.580 1.580 1.580 1.580 Height 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Rotation 0 0 0 0 0 0 0

Excellus Elixir Technologies Corporation

100

Now you will add the rectangles. 101. Insert a Rectangle General Properties: Name: X: Y: Width: Height: Rotation: Area Page 2 0.000 0.000 3.710 8.375 0 on the layout and apply formatting:

102. Add the following rectangle objects. The specifications for the General properties are listed below:
Name Area Back Page Upper Area Back Page Lower X 0.170 0.170 Y 3.749 6.062 Width 3.370 3.370 Height 2.125 2.125 Rotation 0 0

Excellus Elixir Technologies Corporation

101

Now you will add the external RTFs. 103. Insert an External File General Properties: Name: X: Y: Width: Height: Rotation: Carrier Back RTF 2.569 0.180 3.000 2.020 -90 and apply formatting:

Binding Properties: Data Source: MainRecord/@CarrierBackRTF

Excellus Elixir Technologies Corporation

102

104. Add the following external RTF objects. The specifications for the General properties are listed below:
Name Position Settings for Card 1: BTLL X: 0.240 Y: 4.200 BBLL X: 0.240 Y: 5.070 X: 1.890 Y: 4.585 Width 1.580 Height 0.870 Rotation 0 Style default Binding MainRecord/@Bac kTopLeftlanguage CodeData MainRecord/@Bac kBottomLeftLangu ageCodeData MainRecord/@Aso cLanguageCodeD ata MainRecord/@Ad dressRuleData MainRecord/@Tag LineLower MainRecord/@Bac kTopLeftlanguage CodeData MainRecord/@Bac kBottomLeftLangu ageCodeData MainRecord/@Aso cLanguageCodeD ata MainRecord/@Ad dressRuleData MainRecord/@Tag LineLower

1.580

0.420

default

ASOC RTF

1.580

0.431

default

CPRA RTF

X: 1.890 Y: 5.016 Tag Line X: 1.890 Lower Y: 5.286 Settings for Card 2: BTLL X: 0.240 Y: 6.517 BBLL X: 0.240 Y: 7.375 X: 1.890 Y: 6.902 X: Y: X: Y: 1.890 7.333 1.890 7.603

1.580 1.580

0.270 0.200

0 0

default default

1.580

0.870

default

1.580

0.420

default

ASOC RTF

1.580

0.431

default

CPRA RTF Tag Line Lower

1.580 1.580

0.270 0.200

0 0

default default

Excellus Elixir Technologies Corporation

103

Finally, you will add the barcode. 105. 106. From the Insert toolbar, select Barcode Draw a box on the page. .

107.

Select the General

icon from the Properties toolbar.

108. Name: X: Y: Width: Height: Rotation:

Change the properties: DataMatrix Barcode 0.320 0.250 0.210 0.210 0

Excellus Elixir Technologies Corporation

104

109. 110.

Select the Binding

icon from the Properties toolbar.

Change the properties:

Data Source:

MainRecord/@Barcode

111. 112.

Take a final preview your work! Close out of your design and save as a Document (*.tdf).

Congratulations! You have successfully completed this training.

Excellus Elixir Technologies Corporation

105