Scanner Request Types

There are 4 types of scanner requests:

Request Type	Functionality
Add Scanner	Add a net new scanner
Edit Scanner	Modify existing active scanner information Replace a scanner and use a new scanner ID
Replace Scanner	Replace a scanner and the scanner ID remains the same
Retire Scanner	Retire an active scanner and retire/deactivate the scanner ID

Below are steps on how to create each type of request.  Remember, there are best practice and business rules to consider.

Add

1. From the Scanner List page, select the Add button
2. The Add Scanner Request page is generated
3. Complete the scanner information
   1. All fields with a red indicator are mandatory.
4. If you no longer need to add a scanner, click on Cancel.  Otherwise, select Add to create your request
   1. The Request Status of your scanner request will display Pending, as Ontario Health review is required
   2. Check for updates in the request status (refer to Status for more information)

Edit

1. From the List of Scanners, locate the relevant scanner
2. Select the edit icon button
3. The Edit Scanner Request page is generated
4. Edit all the fields that need to be updated.
5. If your Edit Request involves a software and/or hardware upgrade, select Add Upgrade
   1. Select the applicable upgrade year and upgrade type (hardware/software or both)
6. If you no longer need to edit the scanner, select Cancel.  Otherwise, select Save to create your request
   1. The Request Status of your scanner request will display Pending, as Ontario Health review is required
   2. Check for updates in the request status (refer to Status for more information)

Replace

1. From the List of Scanners, locate the relevant scanner
2. Select the replace icon button
3. The Replace Scanner Request page is generated
4. Edit all the fields that need to be updated (Note: the Scanner ID field is not editable in this type of request)
5. If you no longer need to replace the scanner, select Cancel.  Otherwise, select Save to create your request
   1. The Request Status of your scanner request will display Pending, as Ontario Health review is required
   2. Check for updates in the request status (refer to Status for more information)

Retire

Note: A scanner can not be retired if an open waitlist entry is associated with the scanner.

1. From the List of Scanners, locate the relevant scanner
2. Select the retire icon button
   1. The Retire Scanner Request page is generated and displays the warning that the action to retire a scanner is permanent and do we wish to proceed?
3. Review the scanner details to determine if the correct scanner to retire has been selected
   1. If it's the incorrect scanner to retire, select Cancel to abort the request
   2. If it's the correct scanner, select Yes and proceed to the next step
      1. The Request Status of your scanner request will display Pending, as Ontario Health review is required
      2. Check for updates in the request status (refer to Status for more information)

Note: The Edit, Replace and Retire action buttons are also available from the Scanner Details page

Business Rules

The following should be considered when working with scanner requests:

• Identical active Scanner IDs are not permitted at the same facility site
• Scanner ID names can only contain letters and numbers and cannot be longer than 30 characters
• The Comment field in the Scanner Request does not allow for the following characters: | -- ^ ~ \ & % and cannot be longer than 255 characters

Tip: Use the built in support features to ensure business rules are followed when managing scanners

 

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