Last modified by caterina on 2021/10/08 15:02
From version 11.1
edited by caterina
on 2021/10/08 16:02
Change comment: There is no comment for this version
To version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:12
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
... ... @@ -1,1 +1,1 @@
1 -Source Codes - How to Create and Manage Source Codes
1 +Source Codes - How to Create and Manage Source Codes (v12.x)
Parent
... ... @@ -1,1 +1,0 @@
1 -Create and Manage Your Inventory
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
Content
... ... @@ -4,7 +4,7 @@
4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -Source Codes are used to track the source of a transaction, ie the source of the user/name in the ONEcount database. When assigned to a form, a source code can be used as a selection to track what form a user completed, i.e. the source of that name. They are also used when generating lists and reports, to track what list a user came from when importing users, or to show which e-mail campaign a user came from . (A source code tag can be appended to links in a newsletter campaign to override a source code assigned when a form is created, which allows you to identify that a user was directed to a form and came into the system from a link in that campaign.)
7 + Source Codes are used to track the source of a transaction, ie the source of the user/name in the ONEcount database. When assigned to a form, a source code can be used as a selection to track what form a user completed, i.e. the source of that name. They are also used when generating lists and reports, to track what list a user came from when importing users, or to show which e-mail campaign a user came from . (A source code tag can be appended to links in a newsletter campaign to override a source code assigned when a form is created, which allows you to identify that a user was directed to a form and came into the system from a link in that campaign.)
8 8  
9 9  Source Codes are created in the Source Codes tool in the INVENTORY module, and this lesson describes how to create and manage them.
10 10  
... ... @@ -21,7 +21,7 @@
21 21  * (For audited publications, this is the same concept as using a promo key/code and source identifier to identify the source of a name – i.e. promo key = the individual source a name/transaction came from and source identifier = telemarketing direct request, telemarketing company request, etc..)
22 22  
23 23  (% style="text-decoration: underline;" %)For example:(%%)
24 -To assign a child and parent source code to an online form:
24 + To assign a child and parent source code to an online form:
25 25  
26 26  * Create a "child/subordinate" code for the online form, e.g. OLFORM123.
27 27  * Create a "parent" code for the source identifier, e.g. Direct Request-Internet.
... ... @@ -43,13 +43,13 @@
43 43  
44 44  === OPENING THE "MANAGE SOURCE CODE" WINDOW ===
45 45  
46 -=== Select SETUP from the main menu. ===
46 +=== Select INVENTORY from the main menu. ===
47 47  
48 -[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
48 +[[image:attach:media_1433279954103.png||align="center"]]
49 49  
50 50  === Select "Source Codes" from the sub-menu. ===
51 51  
52 -[[image:attach:Screen Shot 2021-10-08 at 3.51.42 PM (2).png||thumbnail="true" height="250"]]
52 +[[image:attach:media_1433279992915.png||align="center"]]
53 53  
54 54  This will open the Manage Source Code window where you will see a table listing all existing source codes in alphabetical order and a link to create a new code. For each Source Code you will see the Source Code ID #, name, expand icon for codes with child (subordinate) codes, and icons to edit or delete code(s). (See below.)
55 55  
... ... @@ -58,7 +58,7 @@
58 58  Note the page-through and search functionality.
59 59  
60 60  **Source Codes and Smartlinks:**
61 -Source Code ID #s can be used in smartlinks, and a source code ID appended to a smartlink will override a source code attached to a particular form.
61 + Source Code ID #s can be used in smartlinks, and a source code ID appended to a smartlink will override a source code attached to a particular form.
62 62  
63 63  **For example:**
64 64  
... ... @@ -68,7 +68,7 @@
68 68  * Appending the ID of 37 to the link to the form in the newsletter will override the source code 24, which is the original code attached to Form 15.
69 69  * Clicking on the smartlink in the email campaign will attach source code 37 to the user's record, and a query can be run to pull a count of all users with Source Code 37, which is the count of how many users completed the form after accessing it via the promotional email.
70 70  
71 -The format for appending a source code to the end of the URL is – **&src_code=X** where X is the Code ID. (e.g. &src_code=8)
71 +The format for appending a source code to the end of the URL is – **&d`src_code=X** where X is the Code ID. (e.g. &src_code=8)
72 72  
73 73  === CREATE A NEW SOURCE CODE ===
74 74  
... ... @@ -84,7 +84,7 @@
84 84  
85 85  The red asterisk beside "Source Code" indicates the field is required. You will receive a notification to enter a code name if you leave this blank.
86 86  
87 -If the source code will have a parent code for audit purposes, select a parent code from the drop-down menu, as shown below. If the desired parent code isn't in the list, you'll need to create it.
87 +If the source code will have a parent code for audit purposes, select a parent code from the drop-down menu, as shown below.
88 88  
89 89  [[image:attach:media_1433445160557.png||align="center"]]
90 90  
... ... @@ -142,20 +142,23 @@
142 142  {{/layout-cell}}
143 143  
144 144  {{layout-cell}}
145 -{{panel title="Search all Documentation:"}}
145 +**Search all Documentation:**
146 146  
147 147  
148 -{{livesearch/}}
149 -{{/panel}}
150 150  
151 -{{panel title="Search INVENTORY Documentation:"}}
149 +{{livesearch/}}
152 152  
151 +
153 153  
154 -{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
155 -{{/panel}}
153 +**Search INVENTORY Documentation:**
156 156  
157 -{{panel title="More INVENTORY Documentation:"}}
158 -{{expand}}
155 +
156 +
157 +{{pagetreesearch/}}
158 +
159 +
160 +
161 +{{expand title="More INVENTORY Documentation"}}
159 159  (% style="margin-left: 30.0px;" %)
160 160  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
161 161  
... ... @@ -207,32 +207,6 @@
207 207  (% style="margin-left: 30.0px;" %)
208 208  [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
209 209  {{/expand}}
210 -{{/panel}}
211 -
212 -\\
213 -
214 -\\
215 -
216 -**
217 -**
218 -
219 -\\
220 -
221 -\\
222 -
223 -\\
224 -
225 -\\
226 -
227 -\\
228 -
229 -\\
230 -
231 -\\
232 -
233 -\\
234 -
235 -\\
236 236  {{/layout-cell}}
237 237  {{/layout-section}}
238 238  {{/layout}}
Screen Shot 2021-09-23 at 4.20.31 PM (2).png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -41.5 KB
Content
Screen Shot 2021-10-08 at 3.51.42 PM (2).png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -33.2 KB
Content
media_1357934305129.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -10.6 KB
Content
media_1357934492842.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -1.1 KB
Content
media_1404769336215.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -1.4 KB
Content
media_1404769624549.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -1.2 KB
Content
media_1433279954103.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -28.6 KB
Content
media_1433279992915.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -28.6 KB
Content
media_1433280152603.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -53.0 KB
Content
media_1433444977244.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -2.4 KB
Content
media_1433445032008.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -15.6 KB
Content
media_1433445160557.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -47.5 KB
Content
media_1433446077627.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -21.9 KB
Content
media_1433446201725.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -2.1 KB
Content
media_1433446348951.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -21.8 KB
Content
media_1433448471670.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -2.1 KB
Content
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -66463
1 +66888
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/66463/Source Codes - How to Create and Manage Source Codes
1 +https://info.onecount.net//wiki/spaces/OD/pages/66888/Source Codes - How to Create and Manage Source Codes (v12.x)