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Oracle E-Records Implementation Guide
Release 12.1
Part Number E13700-04
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Reporting and Printing

After an e-record is created, it is stored in the Evidence Store, a secure environment in the database. You can view the e-records, and their associated documents, and print the e-records in a PDF format.

This chapter covers the following topics:

Evidence Store

The Evidence Store provides the functionality of querying the e-records repository in the following manner:

The window is divided into two regions, the top region lets you specify the query criteria and the bottom region shows the results of the query.

There are two options for using the generic query, a Simple option and an Advanced option. The query criteria in the simple option are Event Name, From Date, To Date, and the user id of the e-record signer. All these are individual columns in the EDR_PSIG_DOCUMENTS table. All search criteria fields let you use the standard percent sign for wildcard searching.

The bottom region of the window shows the header level information for the e-records retrieved from the database. This includes the business event name, the unique identifier of the event, the time of its creation, and the time zone in which it was created.

The Advanced option lets you query e-records by directly querying the XML element of the e-record. The Element box on the window takes its values from a LOV and the condition defaults to equals. After selecting a particular element (which corresponds to an XML element), enter a value to be searched.

To view a query using the simple search:

  1. Navigate to the Evidence Store window.

  2. Select an Event Name using the list of values to search by events.

  3. Enter the E-record ID to search by a specific ID.

  4. Select the Signer Name of the signer to search by a specific signer.

  5. Select a To and From date to view queries within a date range.

  6. Click Search. The search results and their time zone display. The following information displays for each record:

  7. Click on the Event Name to view the details of a single record.

  8. Select all the e-records you want to print and click Collate and Print.

To view a query using the advanced search:

  1. Navigate to the E-record Generic Query window.

  2. Click Advanced Search.

  3. Select an event name using the list of value to search by events.

  4. Select the name of the signer to search by a specific signer.

  5. Enter the e-record ID to search by a specific ID.

  6. Select a to and from date to view queries within a date range.

  7. Select a query element to search by specific elements. The query elements are defined in the DTD.

  8. Enter a query value to search on a specific value for a query element. If you do not enter a value in this field, then the search results in no records.

  9. If you want to add more criteria, then click Add

  10. Set the logic operator either Show e-records when all search criteria are met or Show e-records when any search criteria is met.

  11. Click Search. The search results and the time zone display. The following information displays for each record:

  12. Either click on an event name or select a series of events from the Select box and click View Selected. The record displays with all signer information.

  13. Click Collate and Print. You can select to print one document, several documents, or documents and their related events. Refer to “Printing E-records” for details.

  14. Click Continue.

The E-record Detail

The detail that displays with each e-record is as follows:

E-record

This section displays information about the e-record.

Signature Details

This section displays the users who have approved and signed the transaction.

Additional E-record Information

This section displays information about the transaction the e-record is associated with.

Transaction Acknowledgement

Print History

Related E-records

This section displays any parent or child e-records associated with this e-record.

E-record Details

On each window that is e-record and e-signature enabled, there is an option on the Action menu for E-record Details. This displays the same window as the generic query, but it works in the context of the current transaction.

Printing E-records

The e-records print functionality lets you do the following:

The Printing Process

The printing process collates and prints documents, and prints them out in a single document format. In addition, the collated document can have page numbers of each specific document, or a single series of page numbers for the entire newly collated document.

If you are printing a single record, then select the desired printer. If the printing functionality has signature approval required, then all signatures are required at this time. After the event is signed, the document prints, and the print count changes.

You can also print multiple documents at one time, as well as related documents. If you select to print a document that has related documents, then select the appropriate related documents to print. All related documents are not automatically printed.

You can print both text records and xdoc records. Both types are printed as PDF files. The difference is the look and feel of the document. The text document is a basic line document, while the xdoc document, having been created using an RTF template, has a much more advanced look and feel, including tables and bitmaps. If you are printing both text and xdoc, then the documents are merged together into one PDF file.

The Printout

The hardcopy printout of an e-record contains standard information, including:

The document shown in the preview does not contain the watermark information shown on the hardcopy.

Selecting Many Documents or Related Documents for Printing

You can select many documents to print, or a document with related events. Either selection results in a single PDF file sent to the printer.

Select the documents, or related documents if appropriate, you want to print from the Collate E-records window.

  1. Enable the Create new page numbers for collated documents option to print the entire document with sequential numbering.

  2. Click Continue.

Printing the Collated E-record

Printing the collated e-record can be set up as a secure, signed event. In addition, the print count for the printing action changes for each print job, thereby letting the administrator see how any times something has been printed. This also helps to maintain a secure environment. Also, if you have any attachments associated with the transactional data, you can see the names of the attachments when you print. These names appear on the e-record, but do not print the body of the attachments.

To print the collated e-record:

  1. Select the Printer Name using the list of values from the Print Options window.

  2. Select the Orientation.

  3. Click Go.

  4. Select the printer from the list.

  5. Click Finish.

  6. If the printing process event requires a signature, the List of Signers window displays. Complete the signature process to print the document. The Confirmation window displays.

  7. Ensure that all the information on the Confirmation window is correct. This information includes the name of the event, the e-record ID, the identifier, the identifier value, and the current status of the e-record.

  8. Click OK to complete the process.

To preview the new PDF file:

  1. Click The draft document is available for preview to view the PDF file before printing.

  2. Close the new window when you are done viewing the document.