The Document Builder technology built into the PegEx Platform has many uses. It provides the fastest and most efficient way to complete the digital transformation for your company. We all know that moving to the EPA’s e-Manifest system and supplying digital manifests can save hundreds or even thousands of dollars on a yearly basis, but that is only one of the advantages Document Builder brings to the table. All the other documents that you need to run your business can also be digitized, saving time and money and increasing efficiency. Moving your document workflow to a digital workflow also reduces errors, some of which could result in fines, and creates a digital on-line library for secure storage and easy retrieval.
For this blog we’ll look at how Document Builder works by going through the process of creating a very common document, a Hazardous Waste label.
There are 5 basic field types involved when creating a document with Documents Builder:
- Auto-populated Fields
- Variable Fields
- Smart or Computed Fields
- Static Fields
- Conditionally Generated fields
Luckily, the end user only needs to concern themselves with Variable Fields. The rest are already set up for you by the PegEx Enablement team. Let’s break these down.
Auto Populated Fields:
The information in this type of field is drawn automatically from information that already exists in the Platform. For instance, someone’s name or the address of a company. This relationship, or field mapping, is created by the enablement team.
The information in this field type may change each time you use the document. For instance, in a work order the number of barrels or the number of gallons or a date might change each time, even though the company address does not. As the enablement team enters these variable fields, the Platform automatically creates a form to capture this information each time you re-use the document. The information from the variable field will then automatically transfer to the document.
Smart or Computed Fields:
In regulatory forms there are very specific ways they must be filled out. Filling them out incorrectly, or simply getting the right information outside the designated form field, may result in a fine. For instance, the form may have a check box if the criteria for that filed equals a specific value or range of values. i.e. if the PH level equals 7 or less put an X in the Acidic check box. The enablement team will set up all those “rules” for you.
The information in this field type does not change and is not pulled from a record in the Platform. For instance, you may want your department name or code printed on the form each time, no matter what variable, computed, or auto-populated information is produced. The enablement team will also set this up for you.
Conditionally Generated Fields:
The enablement team will create these fields for you based on some logic they will build into the system. A basic example would be: if conditions X and Y are met then return Z. i.e. if the waste contains (X) amount of lead and the EPA designates that amount or level of lead as hazardous waste (Y), mark the waste as hazardous (Z).
Now let’s look at our simple example:
You email our enablement team an image (JPG, PNG, or GIF) of the original blank label (see above image).
Our enablement team then determines what type of fields are needed.
They then upload the image that you provided:
Each field is then set for its specific data type. I.e. numeric, date, text only, etc.
Easily accessible, consistent look, easy to update, fast to fill out and generate, and right at your fingertips when you need it – that’s the magic of the Document Builder. Think of all the various documents you use to run your business. Wouldn’t they be more productive and easier to work with if they were in an easy to use digital format?
Call us today to find out more about the Document Builder and the PegEx Platform.