EasyPost Job Monitor

Track the status of manually-generated and automated EasyPost recall jobs with the EasyPost Job Monitor

To launch EasyPost Jobs Monitor

1. Launch the EasyPost Job Monitor from Administration > EasyPost Job Monitor or from the shortcut that you have created on your workspace bar:

   
   

EasyPost Jobs Monitor screen

Filter options for the display

• All Errors (this is the default display, enabling users to quickly identify and deal with problem post)

• Completed

• Incomplete (these jobs need to be re-printed through EasyPost)

• Surcharge (these jobs incurred a surcharge because the Postal Service had to manually correct the address)

• No Credit (e.g. the practice has run out of EasyPost credit so these jobs coiuld not be processed)

• Invalid Address (these jobs may still be sent, but will probably incur a surcharge)

• Deleted

• Show All

Columns information

The jobs monitor displays a range of information for each job:

• Date sent

• Job name,

• Patient code (if for a single patient) - click the code to display the Patient File.

• Template used

• Job type (paper size, colour or greyscale, letter or postcard)

• Current status (transmission errors such as Internet connection loss, address errors, credit error, completed, pending, deleted)

• How many print sides used

• Whether a surcharge applied to the job

• Whether the job was for overseas

• How many times (if any) the job needed to be resent

Checking EasyPost Jobs

Check that the EasyPost job was successfully sent by

Viewing it in the Patient Contacts Tab:

or Viewing it in the EasyPost Jobs:

(The above example assumes that the EasyPost Jobs icon has been added to the workspace bar for this user).

Sorting and Filtering EasyPost Jobs Monitor

Click any column header to sort by that header.

To filter the display on the EasyPost Jobs Monitor screen
By default only the EasyPost errors will display. This is so that users can very quickly identify, investigate and deal with problem jobs.

However, you can filter the display on many parameters:

Displaying Further Information on an EasyPost Job

1. Filter the display and locate the appropriate job.

2. Click the job in either the Job Type column or Status column to display a pop-up:

   

3. If the job is for an individual patient, click the Code to display the Patient File.

   

Resending EasyPost Jobs that Failed

1. Filter the failed jobs by selecting the All Errors filter:

   

2. Take a look at the Status column to determine the Errors and deal with them (for example, add more credit to your EasyPost account).

3. Check (tick) all jobs that you wish to resend (you can select multiples):

   

4. Click the Resend button at bottom right of the screen

   You will see a status message "Sending..."

5. When the message disappears, check that the item has been removed from the Errors list.

6. Back in the display for Show All filter, you will notice that the Resend count for that item has incremented. For example:

   

   NOTE: Completed jobs cannot be resent as they have already been accepted, charged and processed for delivery.

Deleting EasyPost Jobs

1. Filter the failed jobs by selecting the All Errors filter:

   

2. Take a look at the Status column to determine the Errors and deal with them (for example, add more credit to your EasyPost account).

3. Check (tick) all jobs that you wish to delete (you can select multiples):

   

4. Click the Delete button at bottom right of the screen

   

5. The item will be removed from the Errors list.

6. In the display for the Deleted filter or the Show All filter, you will see the item listed as Deleted.