Quota Control – Technical Details

Type 0 - Count Only

·    Never considered in automatic actions directly. When release is performed on any group, Count Only’s are also processed if the group is currently held up in order to ensure they remain so.

·    If valid DKDATADEF specified, counted up whenever a data record is written (HAVEGOT is added to).

 

ACTION Fields

The user will not be able edit the Lastaction field.

TGTACTION and MANACTION fields dictate what to do, when quota targets are met, or the user is manually adjusting the sample file. TGTACTION is the action to be performed when the target is reached on Auto type quotas, and MANACTION the action to be performed manually when the user confirms they wish to process actions but clicking on the big tick ("Process Manual Quotas").

 

Refreshed Data Counts in Superwin

The button that currently re-counts the data will, after all the Havegots have been updated, set the MANACTION field as follows where each subsequent bullet point is an ELSE, and HAVEGOT includes ADDONEXPR :-

 

·          If the QUOTATYPE is not 0 (Count up), 1 (Auto) or 2 ({QUOTA...}), nothing is set.

·          If the record is deleted, nothing is set.

·          If the sample file name does not match that in the SAMPLENAME field and the SAMPLENAME field is not empty, nothing is set.

·          If MANACTION is not blank, nothing is set.

·          If QUOTATYPE is not 1 (Auto), MANACTION is set to LASTACTION.

·          If (HAVEGOT < TARGET) and LASTACTION is not HOLDUP or HOLDUPB, nothing is set.

·          If (HAVEGOT < TARGET) and LASTACTION is HOLDUP or HOLDUPB, MANACTION is set to RELEASE.

·          If LASTACTION is the same as TGTACTION, nothing is set.

·          MANACTION is set to TGTACTION.

 

Manual Hold Ups from Superwin

Only type 0 (Count up), 1 (Auto) and 2 ({QUOTA...}) will be affected by manual hold up and release from the Superwin program. If when the user request actions to be processed and any other type of quota has an entry in the MANACTION field they will be told “MANACTION field has entries on groups you cannot manual process, clear these now?” Yes or Cancel will be the only responses allowed.

 

When processing actions, RELEASE is done first, then HOLDUP, and lastly HOLDUPB. The logic (executed in the following order 3 times, once for each "PASS") on each record will be:-

 

·          If the record is deleted no action is taken for this group.

·          If the sample file name does not match that in the SAMPLENAME field and the SAMPLENAME field is not empty, then no action is taken for this group.

·          If the MANACTION matches our "PASS", then MANACTION is performed on this group and the MANACTION field set to blank.

·          If a RELEASE has been actioned on the first sweep, and this quota has HOLDUP or HOLDUPB in the LASTACTION field and LASTACTION matches our “PASS”, then LASTACTION is performed on this group.

 

In order to ensure that any released records that are about to be “reheld up”, are not picked up by the sample control system before they are held up, the system uses a limbo release and hold mechanism. This releases to status 7 (fresh) or 9 (appointment), does all the holds, and then any remaining 7’s and 9’s are set back to 0’s (fresh) and 2’s (appointments).

 

Exit

Clicking on the exit cross will be the same, in terms of saving or ignoring changes to the current record, as file-exit or the exit button.

 

If, when the user attempts to close the Quotas window, there are any non-blank MANACTION fields they will be prompted “Unprocessed action(s)” Process / Clear / Leave will be the only options. Where Process acts as clicking on the big tick, Clear sets all the MANACTION fields to blank and Leave continues to close the window.

 

Filter

The filter icon will ‘or’ the Sampledefs of all the selected groups and use the resultant expression as a filter for a Viewdbfwin session which opens the Sample database. Only the Sampledefs that are on quota records where the Samplename is blank or is the name of the Sample file will be used.

 

If there were no records selected, just the highlighted record will be used.

 


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