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Exporting Dispense Summary

MANTIS automatically logs each dispense summary in the software database. In the Dispense Summary window, you can access the dispense summary and export the log file to your preferred location in your local drive. You can also set the password encryption when exporting and accessing the exported PDF file to ensure the data security.

To access the Dispense Summary window, go to the Tools menu and select Export Dispense Summaries. This topic covers the following sections:

• Dispense Summary Overview
• Exporting the Dispense Summary Log File Walkthrough
• Setting Up the PDF Log File Encryption Password

Note: The Export Dispense Summaries option will automatically appear under the Tools menu if you have activated the User Management and Audit Trail license.

Export Dispense Summaries Option

Dispense Summary Overview

Using the Dispense Summary window, you can set the time range of the dispense summary, view the document, and enable the PDF encryption before exporting the .PDF file by using the following functionalities:

• Export Date Time Range — Defines the time range of the dispense summary log you want to export. You can set the time range of the dispense logs from the date you installed the MANTIS system to the current date.

• View Document button — Click this button to display the dispense summary log file that you have selected in the Log File Name list.

• Export Selected Log(s) button — Click this button to export the selected dispense log file to a .PDF format. For more information, see Exporting the Dispense Summary Log File Walkthrough.

• Export All Logs button — Click this button to export all dispense log files in the Log File Name list.

• Enable Password Protection button — Select this option to enable password authentication of the dispense log PDF. This feature is particularly useful if your log files require encryption to meet regulatory requirements. To disable this feature, deselect the Enable Password Protection option.

• View Export Directory button — Click this button for a quick access to the dispense summary export directory.

• By default, the dispense summaries directory is located at: C:\ProgramData\Formulatrix\Mantis\1\Data\User\DispenseSummaries, or in the equivalent subfolder if running software directly from the MANTIS USB drive. You can change the file directory based on your preference by using the Change button.

  Note: The Enable Password Protection option and View Export Directory button are available based on your roles. If the Export Dispense Summary option in Role Management is selected, the features will be automatically activated. Otherwise, both features will be hidden. For more information, see Managing the User Roles.

Dispense Summary Window

Exporting the Dispense Summary Log File Walkthrough

Prerequisites:

• You are running MANTIS software version 4.7.4 or newer.
• You have set the Enable Dispense Summary option under the Options menu to True. See Using the Options Menu for more information.
• You have executed at least one dispense list.

To export the dispense summary log:

1. In the Dispense Summary window, select a time range of the log files you want to export by clicking the dropdown button in the provided fields.

   

   Select the Time Range of the Dispense Summary Log

2. OPTIONAL: Define the export location of your preference by following the steps below:

   1. Click the Change button under the options menu bar.

   2. Select the destination folder or create a new one in the Browse For Folder window.

   3. Click OK.

   Note: The Dispense Summaries exporter will always revert to the default location after the log file has been successfully exported. Repeat steps a-c whenever it is desired to send exported files to an alternate location.

3. Choose from the following options to export the log file.

   • Select a log file from the Log File Name list, and then click the Export Selected Log(s) button .

   • Export all available log files in the Log File Name list by clicking the Export All Logs button .

4. OPTIONAL: Enter the authentication password when the Set New Dispense Summary Document authentication window appears.

5. Click OK. Your log file will be automatically saved on the defined location.

   

   The Dispense Summary Log .PDF File Has Been Successfully Exported

Setting Up the PDF Log File Encryption Password

To ensure the security of your dispense log, you can set a password when exporting to a .PDF format.

To set a PDF encryption password:

1. In the Dispense Summary window, select the Enable Password Protection option.

2. The Set New Dispense Summary Document window will automatically appear when you export a selected log file or all available log files.

   

   Set New Dispense Summary Document Window

3. Type a password in the New Password field with at least 8 characters.

   Note: Each exported PDF file requires entry of a password which will be used to open the specific exported file.

4. Click OK when you’re done. The file will be automatically exported to your previously selected location.

5. To open the exported file, go to the audit trail log file directory or click the View Export Directory button for quicker access.

6. Type the password in the Password window for authentication.

   

   Password Authentication Window

7. Click OK to access the file.

Related Topics

• Using the Options Menu
• Managing the User Roles

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