Table of Contents
APEX Direct-Entry UI Module
The APEX Direct-Entry UI Module provides facility for clients to create CeRTNA Standard XML files that can be submitted using the APEX Transport Module. APEX will create the correct XML structure, either ERDS or G2G based on the Platform that user is connected to.
Direct-Entry UI Overview
The following screenshot shows the new UI components that are associated with the Direct Entry UI functionality:
The Direct-Entry UI is designed to be self-explanatory. Buttons are available to create new draft transactions, delete transactions, add and remove documents, and to make the XML file available to the APEX Transport module.
Draft transactions are automatically saved in the APEX_WORK folder and they remain there until the user selects the Draft item from the Drafts list and then clicks the Send Payload button.
Multiple Draft transactions can be created and saved for sending at a later time.
Creating A New Transaction
To create a new Draft transaction, click the New Draft Payload as shown below:
The following pop-up window will be displayed:
Select a Submitter from the Submitter dropdown list. After selecting a Submitter, the County dropdown list will be automatically populated with a list of counties that the selected Submitter is authorized to submit to. Select the target county from the County dropdown list.
Enter a Primary Reference Number. The Primary Reference number is considered the Submitter's and/or Agent's 'order number' and it must be a unique value that has not been previously used for the selected Submitter.
Note: Although not strictly enforced, it is recommended that the Primary Reference Number is limited to alphabetic letters and numbers. As dash character can be used to separate segments of the Primary Reference Number. Using other special characters, like slashes or other symbols in the Primary Reference Number introduce risks when it comes to passing the transaction files over to the variety of vendors that use CeRTNA.
Once you have entered the Submitter, County, and Primary Reference, click the Create button and the following panel will be displayed:
A new row will be added to the Drafts list in the left panel and a default transaction details form will be displayed in the Draft Detail Panel. The values provided in the pop-up window will be pre-populated.
Complete the remaining fields based on your requirements:
- Priority (Standard, 1, or 2)
- Secondary Reference (This is an optional piece of additional information.)
- Dependency (Checked = Dependent Unchecked=Independent)
- Comments (Optional)
Once you have completed entering the data for the transaction details, click the Add Documents button and the following pop-up window will be displayed:
Select 1 or more TIFF files (documents) that are to be included in this transaction and then click the Open button. The selected TIFF documents will be displayed in the documents list, as shown below. Page counts will be automatically calculated.
You must identify the Document Type associated with each TIFF image by selecting the Document Type from the drop-down list on each row as shown below:
APEX allows you to view the document associated with each individual row by selecting a row and then clicking the View icon (circled in the image below).
Once you have completed identifying the Document Types associated with your transaction you can hand it off to the APEX Transport module by clicking the Send Payload button, shown below. Your workstation must have access to the shared folder that is monitored by the APEX Transport module.
Important: It is important to note that when you click the Send Payload button, APEX simply places an XML file in your configured 'base' folder. (See the APEX Folders documentation.) In order to actually send the transaction to the CeRTNA Portal, the APEX Sender must be running (started).
Once the transaction has been handed off, it will be picked up by the APEX Transport module, as shown below, if the APEX Transport module Sender process is running.
Additional Direct-Entry UI Features
The following additional features are available in the Direct-Entry UI:
| Function | Description |
|---|---|
| Remove Document | Remove the currently selected document row. This function can be invoked by clicking the Remove Document button on the Actions Ribbon or by clicking the X icon on the selected row. |
| Clear All Documents | This will remove all the document rows for the selected Draft transaction. You will be prompted before the rows are removed, so that you have a chance to confirm the action. |
| Delete Draft Payload | You can completely remove a Draft payload by clicking the Delete Draft Payload button on the Actions ribbon or by clicking a specific Draft transaction row from the Drafts list. You will be prompted to confirm your Delete Draft action request. |
| Change Document Sequence | You can change the position of a document within the Draft transaction by dragging the row from one position to another. The Order Index will be automatically updated when the action is complete. |
The following screenshot shows where the additional features are located:
Following standard practice, APEX will prompt the user anytime they have selected an action that removes or clears data. The following screenshot shows a typical prompt where the user has the option to confirm their action or cancel the action.
Viewing Transactions Returned By A County
This information about viewing transactions is also available in the APEX Repositories Guide. The specific remote repository, Returned By County, is also replicated here:
As the name indicates, this queue contains a list of transactions that are currently in Returned By County status. When you click the Returned By County list item in the Remote Payloads section of the Repositories container, the Returned By County detail panel is displayed in the Detail Pane on the right side of the APEX UI as shown below:
The following grid describes each of the number items in the preceding diagram:
| Item# | Description |
|---|---|
| 1 | To display a list of transactions that are currently in Retrieved By County status, click the item labeled Returned By County in the list of Remote Payloads. The item selected will be highlighted. |
| 2 | When a Remote Payload status name has been selected, the Detail Panel will be displayed and the status name will be visible at the top of the panel. |
| 3 | This 'minus sign' icon ('collapse icon') is displayed when the document list for a transaction has been expanded to show the list of documents associated with the selected transaction. |
| 4 | When the transaction list is initially displayed, the document list for each transaction is hidden. To expand the document list, click the 'plus sign' icon ('expand icon'). The XML with the document information for the selected transaction will be retrieved. |
| 5 | This icon is used when a document has been recorded. |
| 6 | For recorded documents, the recording information is displayed as shown. |
| 7 | This icon is used when a document has been rejected. |
| 8 | For rejected documents, the reject information is displayed as shown. |
| 9 | To view/print a recorded document, select a row by clicking it and then click the 'View' icon. The recorded TIFF image will be opened in the default TIFF Viewer that is configured in their Windows environment. |
A new feature has been added to APEX. Transactions are displayed in the Returned By County or Archived repository list and have been recorded, will have a 'View First Pages' icon displayed at the transaction level as shown below:
If you click the 'View First Pages' icon that is displayed at the transaction level, APEX will iterate through each document associated with the selected recorded transaction and it will capture the first page of each recorded document and present all of the first pages in your configured TIFF viewer. This will allow you to print the group of first pages quickly and easily.
In the preceding screen shot, you can see that there are five documents in the transaction, with varying page counts. Three of the documents are 'recordable' documents so APEX has launched the configured image viewer and displayed the first page of the three 'recordable' documents in the image viewer.