fbpx

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:

  1. Auto-populated Fields
  2. Variable Fields
  3. Smart or Computed Fields
  4. Static Fields
  5. 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.

Variable Fields:

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.

Static Fields:

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 ship some number of barrels of waste each month. They all need to be properly labeled. You want the end product to look like the image above.

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.

Our enablement team then starts a new Document Overlay Template and gives it a name. In this case: Hazardous Waste Label

They then upload the image that you provided: 

Next, the enablement team begins to map the various field types. For instance, in this form the Generator Name, address, city, and state fields are all auto populated by information pulled from the Platform. The Accumulation Start Date is a variable field and will be different each time.

Each field is then set for its specific data type. I.e. numeric, date, text only, etc.

The field overlays are then mapped to the required information. As the enablement team builds the variable fields, a form is auto-generated and associated with the particular document so that later the user will be able to easily fill in the variable data.
Once the form has been created and all the fields properly mapped, the end user can call it up at any time. You start by clicking “Create a New Document” from the Documents and Profiles screen.
The document that was created earlier will show in the drop-down list.
If there are any variable fields a form will open so that you can enter that data. In this case the Accumulation Date is variable as it will change all the time.
Once you have entered any variable data, click Generate PDF and the form will be saved and a PDF version will be generated and ready to print.
Once you have entered any variable data, click Generate PDF and the form will be saved and a PDF version will be generated and ready to print.
From then on, the document will be listed in the Documents Repository for easy access when you need to print another one.
Click the Actions icon to the right of the document to edit it with new information, download it, view a history of when it has been used, or delete it.

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.

(888) 681-9616

Share This