Vitalsigns.xls - Revision history

>Johno: /* Transaction Worksheet */

2016-09-20T17:12:15Z

‎Transaction Worksheet

2016-09-20T17:11:45Z

‎Transaction Worksheet

2016-09-20T17:09:53Z

‎Transaction Worksheet

2015-12-01T23:00:17Z

2015-12-01T22:16:28Z

2015-12-01T22:15:49Z

‎LoadMbrData Sheet

2015-12-01T22:11:04Z

‎LoadMbrData Sheet

2015-12-01T22:07:38Z

2015-12-01T20:07:46Z

‎GlobalVars Sheet

2015-12-01T20:07:18Z

‎GlobalVars Sheet

@@ Line 92: / Line 92: @@
 | A semi-colon delimited list of history '''Monetary''' COMMANDs to exclude from the load.
 |-
 | DISP; SHDP
 | A semi-colon delimited list of history '''Non Monetary''' COMMANDs to exclude from the load.
 |-

@@ Line 85: / Line 85: @@
 |-
 | vTR_Exclude_Type
-| 392; 499
+| 392; 499; 501
 | A semi-colon delimited list of history record TYPEs to exclude from the load.
 |-
 | vTR_Exclude_M_Cmnd
-| 392; 499
+| DISP
 | A semi-colon delimited list of history '''Monetary''' COMMANDs to exclude from the load.
 |-
-| vTR_Exclude_NM_Cmnd
+| DISP; SHDP
 | 392; 499
 | A semi-colon delimited list of history '''Non Monetary''' COMMANDs to exclude from the load.

@@ Line 88: / Line 88: @@
 | A semi-colon delimited list of history record TYPEs to exclude from the load.
 |-
-| vTR_Exclude_Cmnd
+| vTR_Exclude_M_Cmnd
 | 392; 499
-| A semi-colon delimited list of history record COMMANDs to exclude from the load.
+| A semi-colon delimited list of history '''Monetary''' COMMANDs to exclude from the load.
 |-
 | vTR_Num_Periods

@@ Line 122: / Line 122: @@
 | vTR_Count_Dup_Trans
 | KEY
-| Possible values: KEY, EXACT, NONE.
+| Possible values: KEY, EXACT, NONE.  Use KEY for all new installs.
 |-
 | vTR_Exclude_CL_Tellers
 | $$$
-| The number of months of history activity to load.
+| A semi-colon delimited list of CLFILE teller initials to exclude. (2)
 |-
 | vTR_Use_Branch_Reassign
 | 0
-| Set to 1 to use the BranchReassign spreadsheet to assign branch numbers to drawers.
+| Set to 1 to use the BranchReassign spreadsheet to assign branch numbers to drawers. (3)
 |-
 | vTR_Load_TLRHIST
 | 0
-| Set to 1 for the depreciated Transaction_Activity document..
+| Set to 1 for the deprecated Transaction_Activity document..
 |-
 | vTR_Def_Teller_Code
 | <M>
-| Default code for tellers that are missing from the TLRCODES file.
+| Default code for tellers that are automatically added to the TC_TELLER file.
 |-
 |}
 # Teller hours are calculated based on drawer DROP and CLOSE commands.  If a teller drawer is not closed, it will be closed automatically NN minutes after the branch is closed.
 == DataChng Worksheet ==

@@ Line 3: / Line 3: @@
-== GlobalVars Sheet ==
+== GlobalVars Worksheet ==
 {| class="wikitable"
@@ Line 42: / Line 42: @@
 # vReportFrequencies contains a list of the valid report frequencies.  If new custom frequencies are added, they must also be listed here.  Case is important.  All frequencies referenced here, must exist as worksheets in the DocumentDistribution spreadsheet, or a load error will occur.  For example, "Daily, Weekly, Monthly, BoardReports, Finance, Tuesday" would add three additional reporting frequencies for report distribution.
-== Membership Sheet ==
+== Membership Worksheet ==
 All the settings in this worksheet apply to the Membership_Analysis and Membership_Summary documents.
@@ Line 75: / Line 75: @@
 # This value is displayed on the ''Loan Charts'' page and may be edited interactively by the user.
-== Transaction Sheet ==
+== Transaction Worksheet ==
 All the settings in this worksheet apply to the Transaction_Analysis document.
@@ Line 144: / Line 144: @@
 # Teller hours are calculated based on drawer DROP and CLOSE commands.  If a teller drawer is not closed, it will be closed automatically NN minutes after the branch is closed.
-== DataChng Sheet ==
+== DataChng Worksheet ==
 The settings in this worksheet apply to the Spectrum_DataChange document.

@@ Line 163: / Line 163: @@
 |}
-== LoadMbrData Sheet ==
+== LoadMbrData Worksheet ==
-The settings in this worksheet apply new member campaign tracking in the Membership_Analysis document.
+The settings in this worksheet apply to new member campaign tracking in the Membership_Analysis document.
 {| class="wikitable"
@@ Line 215: / Line 215: @@
 # These variables map the column names for a new member campaign data file, so Vital Signs can track successful new member campaigns.
-# These variables customize the rules for a partial name/address match for a new member campaign.
+{| class="wikitable"

@@ Line 174: / Line 174: @@
 | vProspectFirstName
 | First Name
-| The mapped column name in the new member prospect data file.
+| The mapped column name for First Name in the new member prospect data file. (1)
 |-
 | vProspectLastName
 | Last Name
 |-
 | vProspectAddr1
 | Address Line 1
-| The mapped column name in the new member prospect data file.
+| as above
 |-
 | vProspectAddr2
 | Address Line 2
-| The mapped column name in the new member prospect data file.
+| as above
 |-
 | vProspectCity
 | City
-| The mapped column name in the new member prospect data file.
+| as above
 |-
 | vProspectState
 | State
-| The mapped column name in the new member prospect data file.
+| as above
 |-
 | vProspectZip
 | Zip
-| The mapped column name in the new member prospect data file.
+| as above
 |-
 | vMaxFirstNameChars
 | 1
-| The number of chars to match in the First Name for a partial match.
+| The number of chars to match in the First Name for a partial match. (2)
 |-
 | vMaxLastNameChars
 | 5
-| The number of chars to match in the Last Name for a partial match.
+| as above
 |-
 | vMaxStreetNameChars
 | 1
-| The number of chars to match in the Street Name for a partial match.
+| as above
 |-
 |}

@@ Line 5: / Line 5: @@
 == GlobalVars Sheet ==
-'''vCUNAME'''
+{| class="wikitable"
-    The name of the Credit Union that will be displayed in Vital Signs
+| '''VS_VARNAME'''
-'''vMaxDisplayRows'''
+:# vReportFrequencies contains a list of the valid report frequencies.  If new custom frequencies are added, they must also be listed here.  Case is important.  All frequencies referenced here, must exist as worksheets in the DocumentDistribution spreadsheet, or a load error will occur.  For example, "Daily, Weekly, Monthly, BoardReports, Finance, Tuesday" would add three additional reporting frequencies for report distribution.
 == Membership Sheet ==