Teleform: Difference between revisions

From CCMDB Wiki
Jump to navigation Jump to search
mNo edit summary
 
(55 intermediate revisions by 5 users not shown)
Line 1: Line 1:
'''[http://en.wikipedia.org/wiki/TeleForm Teleform]''' is a character recognition program used by the [[Data Processor]] to scan completed [[:Category:TISS|TISS]] forms before importing the data into the [[TISS database]] (currently [[TMSX]]). Teleform v8.2 is the current version being used.
{{LegacyContent
|explanation=TISS no longer collected on paper forms; [[Change to collect TISS data in CCI Picklist]]
|successor=[[Change to collect TISS data in CCI Picklist]]
|content= 


==Hardware==
'''[http://en.wikipedia.org/wiki/TeleForm Teleform]''' is a character recognition program used by the [[Data Processor]] to [[TISS28 Form Scanning | scan]] completed [[:Category:TISS|TISS]] forms before importing the data into the [[TISS28_Data.mdb]]. We use a [[Scanning to network| network scanner]] for this.
 
Current hardware includes a tower PC with a single monitor, keyboard, and mouse attached. A [[scanner|duplex scanner]] is attached via SCSI interface (Adaptec AHA-2940AU) to the PC. This scanner is capable of processing a batch of TISS forms in a single pass. To operate the software, a USB key is required.


==Software==
==Software==
The Teleform suite consists of a number of separate programs or modules to support the designing and processing of data collection forms.


The Teleform suite consists of a number of separate programs or modules to support the designing and processing of data collection forms. These programs include:
: Version: 11x1_11117 as of 2016-06-02
 
: Serial: 400796
* Designer
: License: TAH280-001H08-040001-H00WD7-D000RG-G77TZ6
* Print Manager
: Product License - {D73FC1DE-8D31-4DF7-B69B-80270B194BC4}
* Scan Station
Not sure how those licenses are different, they came from an email from Florence Wong to Tina Tenbergen 2016-03-17.
* Reader
* Verifier
* AutoMerge Publisher (not used)


New form are developed and existing forms are modified using Designer. Once the design has been completed and activated, the form serves as a master template against which data collection forms of that set are evaluated and verified after they are scanned. The Scan Station, Reader, and Verifier are collectively used for this purpose.
== File Locations ==
 
*Export data (from Teleform): \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\TISS28\ExportData
Refer to the '''Teleform User Guide''' (X:\Teleform) for more information on using each of these modules.
*Scanned images: \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\TISS28\ExportData\Images
* no longer valid, our contract has expired - Service account login info: M:\Passwords_mainoffice\Passwords_MainOffice_use.xlsx


==Sales and technical support==
==Sales and technical support==
:From: Digital Vision [mailto:teleform@att.net]
:Sent: Wednesday, February 11, 2015 10:53
:...
:Pierce Ennessy
:Digital Vision
:TeleForm@att.net


The Teleform product is no longer supported by Cardiff (the original product developer). Teleform is now part of the [http://protect.autonomy.com/products/content-management/teleform/index.htm Autonomy] product line and all technical support is through them. However, the version of Teleform used by the main office (v8.2) is no longer supported by the vendor nor has Internal Medicine paid for any technical support, so this channel is not available.
US Toll Free: +1 844 526 7397


Limited support though is available from Seward Consulting (a value added reseller) at 1-780-702-5117. Point of contact is '''Vaughn Seward'''. Should Internal Medicine decide to upgrade, '''Seward Consulting''' should be contacted first. Current version available is v10.7.
=== Updates ===
:TeleForm has been completely transitioned to HP, Inc.
:To learn more, including instructions for first time access, please refer to the User Guide.


Product serial number is 400796.
== Notes from Teleform install ==
=== changing path or similar in teleform ===
Teleform stores its config data in files all over the place. You can use '''TeleForm Maintenance and Utility''' to do a find-replace on them and update them, e.g. when eHealth changes file shares.


=== 2014-02-13 ===
=== Copying settings from old to new PC ===
Email exchange; all new PCs we are buying will be Windows 7 now. This means the software would no longer work, and likely neither would the scanner. We can use the old system until it breaks, but when it gets replaced this will be expensive. Emailed Trish, Tom and Brad proposing we let this sit until it becomes an issue, at which point Critical Care will need to decide whether they want to spend the money to continue TISS processing.  
* Export the current settings by opening TeleForm Maintenance and Utility.
Considering the worst case scenario is delays in processing TISS forms, and considering that any quote we get today would be outdated by the time we would use it, I think wait-and-see is the best approach. Ttenbergen 10:35, 2014 February 13 (CST)
** Select Save snapshot
** Select the categories you want to save
** Click on the ... button to the right of Path and select the location to save the .zip file that contains the configuration files.  
** To restore the configuration, open TeleForm Maintenance and Utility on the new workstation and run Restore Snapshot.
***  Exporting the settings doesn't include the default.cfg file


=== 2013-10-09 ===
The following file needs to be manually copied from old computer to new.
Sam from Connectys (sp?) just called me about Teleform. He had my phone number and both Linda and my names.  
* C:\ProgramData\Cardiff\TeleForm\Links\CapDir2\default.cfg


He was trying to sell us a new version. I was ready to blow him off but he claims the current version will no longer work once we move to Windows 7. In our environment this would likely happen with the next PC upgrade for that workstation (MS stops supporting XP April 8, 2014); that does not mean that eHealth will upgrade us before then, but eventually this will become a concern.  
If the whole problem is about file shares having been changed, then [[TISS28.accdb]] has some module contents that need to be changed as well.


I asked him to send me further information so we can start thinking about this.  
=== Settings to make sure the pdf files make it to \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\ ===
The location of the setting for where to store the output pdf is in '''Teleform Designer''',
* File, open the form named TISS28 prod 2012-12-11
* menu form, autoexport setup
* make sure the "C:\.." setting is set to yes, and the "\\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\..." one to no. '''this is counter intuitive!''' For some reason the settings to store the image in x: are stored in the file stored on c:... These settings are linked to the main form itself (TISS28 prod 2012-12-11) so they need to be setup via opening the form.  


I tried to find more info online about teleform, but the mess of web sites out there all claiming a piece of it has me a little suspicious what is going on. Do we have any contact information on who has supplied our current license?
* '''Most settings are located in TeleForm Designer via Utilities, Connect Agent Setup.'''
Ttenbergen 15:50, 2013 October 9 (CDT)
**this include network pathnames


::: email from Shams Nizami, Connectis Group, (snizami@connectis.ca)
=== Before considering the switch done ===
Hi Tina,
* confirm Pagasa can scan into TISS28.accdb, and without errors caused by update
Glad that we spoke today. You have TF version 8.0 and it is no longer supported. The current version is 10.8.
* confirm that the .pdf files are stored on \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\ on the path that goes into the data imported into TISS.mdb
Teleform Desktop Licenses + Maintenance is CAD 10,400 and you will get new version TF 10.8. I have attached release note for version 10.8.


Please come back if you got questions.
==Hardware==
 
=== [[Data Processor PC]] ===
Thanks
see [[Data Processor PC]]
 
Tina will email Tom Ttenbergen 16:33, 2013 October 9 (CDT)


==See also==
===Multifunction Printer/Scanner===
see [[Scanning to network]]


* [http://www.cardiff-teleform.com/index.html Cardiff Teleform reseller (US based)]
== Teleform Change Log==
===2019-07-06===
eHealth had made changes to network path names which affected scanning.  [[p:Herman Aubel]] fixed Path name in settings which are located in TeleForm Designer via Utilities, Connect Agent Setup. [[User:TOstryzniuk|Trish Ostryzniuk]] 11:56, 2019 July 15 (CDT)


[[Category: Teleform]]
[[Category:Teleform]]
[[Category: Data Processing]]
[[Category:Legacy Data Processing]]
[[Category: IT Instructions]]
[[Category:Data Processor PC]]
}}

Latest revision as of 13:54, 2021 December 1

Legacy Content

This page contains Legacy Content.

Click Expand to show legacy content.

Teleform is a character recognition program used by the Data Processor to scan completed TISS forms before importing the data into the TISS28_Data.mdb. We use a network scanner for this.

Software

The Teleform suite consists of a number of separate programs or modules to support the designing and processing of data collection forms.

Version: 11x1_11117 as of 2016-06-02
Serial: 400796
License: TAH280-001H08-040001-H00WD7-D000RG-G77TZ6
Product License - {D73FC1DE-8D31-4DF7-B69B-80270B194BC4}

Not sure how those licenses are different, they came from an email from Florence Wong to Tina Tenbergen 2016-03-17.

File Locations

  • Export data (from Teleform): \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\TISS28\ExportData
  • Scanned images: \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\TISS28\ExportData\Images
  • no longer valid, our contract has expired - Service account login info: M:\Passwords_mainoffice\Passwords_MainOffice_use.xlsx

Sales and technical support

From: Digital Vision [1]
Sent: Wednesday, February 11, 2015 10:53
...
Pierce Ennessy
Digital Vision
TeleForm@att.net

US Toll Free: +1 844 526 7397

Updates

TeleForm has been completely transitioned to HP, Inc.
To learn more, including instructions for first time access, please refer to the User Guide.

Notes from Teleform install

changing path or similar in teleform

Teleform stores its config data in files all over the place. You can use TeleForm Maintenance and Utility to do a find-replace on them and update them, e.g. when eHealth changes file shares.

Copying settings from old to new PC

  • Export the current settings by opening TeleForm Maintenance and Utility.
    • Select Save snapshot
    • Select the categories you want to save
    • Click on the ... button to the right of Path and select the location to save the .zip file that contains the configuration files.
    • To restore the configuration, open TeleForm Maintenance and Utility on the new workstation and run Restore Snapshot.
      • Exporting the settings doesn't include the default.cfg file

The following file needs to be manually copied from old computer to new.

  • C:\ProgramData\Cardiff\TeleForm\Links\CapDir2\default.cfg

If the whole problem is about file shares having been changed, then TISS28.accdb has some module contents that need to be changed as well.

Settings to make sure the pdf files make it to \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\

The location of the setting for where to store the output pdf is in Teleform Designer,

  • File, open the form named TISS28 prod 2012-12-11
  • menu form, autoexport setup
  • make sure the "C:\.." setting is set to yes, and the "\\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\..." one to no. this is counter intuitive! For some reason the settings to store the image in x: are stored in the file stored on c:... These settings are linked to the main form itself (TISS28 prod 2012-12-11) so they need to be setup via opening the form.
  • Most settings are located in TeleForm Designer via Utilities, Connect Agent Setup.
    • this include network pathnames

Before considering the switch done

  • confirm Pagasa can scan into TISS28.accdb, and without errors caused by update
  • confirm that the .pdf files are stored on \\ad.wrha.mb.ca\WRHA\HSC\shared\MED\MED_CCMED\ on the path that goes into the data imported into TISS.mdb

Hardware

Data Processor PC

see Data Processor PC

Multifunction Printer/Scanner

see Scanning to network

Teleform Change Log

2019-07-06

eHealth had made changes to network path names which affected scanning. p:Herman Aubel fixed Path name in settings which are located in TeleForm Designer via Utilities, Connect Agent Setup. Trish Ostryzniuk 11:56, 2019 July 15 (CDT)