Explanation for Segment Table Example

Page header. By default, there is no page header. You can insert one in EDISIM Doc Builder under Profile | Options | Formatting tab.

Transaction or message title. You can change this in Standards Editor. Click on the Transaction or message line at the top and change the Description in the top pane or in the bottom pane’s Detail tab.

Functional group (X12 only). Normally, this should not be changed. If necessary, you can change it in Standards Editor. Click on the transaction or message at the top, and then change the Functional Group field in the bottom pane’s Detail tab.

Transaction or message purpose. You can change it in Standards Editor. Click on the transaction or message at the top, and then change the Purpose field in the bottom pane’s Detail tab.

Level notes. The top one is a level 1 note. The next one is a level 2 note. In this example, the names of the note levels have been changed in Standards Editor. Use File | Properties | Level Notes tab. Slowly click on the Note Name in the bottom of the dialog box and type the name. To insert or change notes on the first page of the guideline document, click on the transaction or message, click Edit Notes in the bottom pane’s Detail tab, select the level, and then type the note.

Segment position number, showing position of the segment within the transaction or message. You can change this position number in Standards Editor. Click on the transaction or message at the top, and then change the Position Number field in the bottom pane’s Detail tab. Be sure the new number is between the numbers of the surrounding segments, whether they are used or not used.

Segment ID or tag. You cannot change it directly. Instead, use Standards Editor to create a new segment in the segment dictionary and then insert it in this position in the transaction or message.

Segment name or description. You can change this in EDISIM Standards Editor. To change it in a particular location, click on the segment in the transaction set or message, and then change the Description field in the bottom pane’s Detail tab. To change it throughout the guideline, click on Dictionary Segments, to the same in the Segment dictionary under Dictionary Objects at the top.

Loop/group repeat count. You can change this in EDISIM Standards Editor. Click on the Loop header in the top pane, and then change the Repeat Count field in the bottom pane’s Detail tab.

Transaction or message notes and comments from the original standard. You cannot see or change them in EDISIM Standards Editor. If you need to change them, use EDISIM Doc Builder to export your guideline into a RTF file and open it in a word processor.

Notes start with “n” and are explained in the Transaction Set Notes section that appears after the summary table.

Comments start with “c” and are explained in the Transaction Set Comments section that appears after the summary table.

User requirement according to your own guideline. You can change this in EDISIM Standards Editor. Click on the segment in the top pane, and then change the User Attributes field in the bottom pane’s Detail tab.