myPass - Entering a Document Order Item Address

The purpose of this overview is to describe the look-and-feel and behavior of data entry fields used on myPass to allow users to enter/modify recipient address information for a Document Order Item Currently, users can create and/or modify the following types of Document Orders:

Transcript
Credential

Since recipient address formats should be the same on all Document Order Items regardless of the Document Category, a consistent set of user interface rules are used in Transcript and Credential Order related management screens view and manipulate recipient addresses.

Security

Data fields on Document Order management screens are secured based on whether user has the proper PASIprep permissions. See myPass Document Order Security Modes for more information on different security modes.

Viewing Recipient Address

Recipient address on a Document Order Item is printed on the document generated for the Order Item using the Address format documented in the PASI Data Format Guidelines. To provide user with the accurate representation on how the address is printed, myPass uses the same address format when displaying address for a Document Order Item on screen.

The address is styled in a fixed-width font to distinguish its special formatting from other data values.

Viewing of recipient addresses is available on the following screens/components:

Address Preview Panel used in all screens related to creating and editing (new/edit/re-order/reprint) Transcript or Credential Document Order Items.
View Document Order History screen

Entering Recipient Addresses

Users are required to enter a recipient address that will conform to the PASI Data Format Guidelines. The input fields are structured in a manner that will aid user in entering the address in the expected format.

Address Input Fields

The following data entry fields are used for entering recipient address Document Order Items.

Visibility of a field depends the country the user is sending the document order item to; this is determined by what user selects for the “Deliver to Country” field, which is always presented as the first field when entering recipient addresses.
When creating a new Document Order Item, all address input fields will be blank by default
When modifying a Document Order Item that already has data saved to it, the input fields will load with the existing data values.

Please refer to Input Field Layout Examples for example screenshots of how the fields are laid out based on visibility of the fields.

Field Name	Visible for Country			Description
	Canada	USA	Others
Deliver to Country	Y	Y	Y	This is the Recipient Country field on the Document Order Item. The dropdown contains a list of Countries from the ISO 3166 standard. When user changes the Country selection, the form will update to show only fields visible for that Country (based on whether it is Canada, USA or Others). Any previous values entered will be cleared if a user changes from one 'type' of Country to another (e.g. Canada to USA, or International (e.g. Japan) to Canada) as the input fields are different for different country types. When the field is used to modify a Document Order Item: If the Recipient Country saved on the existing Document Order Item is not a value available in the “Deliver to Country” dropdown, a textbox with the value pre-populated will be shown instead of the dropdown.
Mailing Address	N	N	Y	This is the Recipient Address Lines field on the Document Order Item This is a text area, used for entering International address lines. User is expected to enter the address in its entirety (without the country name) in the text area. User can only use characters from the ISO 8859-1 character set when entering address lines.
Street Address	Y	Y	N	This is the Recipient Address Lines field on the Document Order Item This is a text area, used for entering Canadian or United States street address lines. User is expected to enter only the street address portion of the address in this field User can only use characters from the ISO 8859-1 character set when entering address lines.
City	Y	Y	N	This is the Recipient City field on the Document Order Item
Province	Y	N	N	This is the Recipient Province/State field on the Document Order Item The dropdown will contain the list of Provinces for Canada respectively, displayed as “{Code} – {Name}” (e.g. “AB – Alberta”). Note: ”{Code} – {Name}” format is used for display of the dropdown only; only the Code to be used and saved to the Document Order Item. AB - Alberta BC - British Columbia MB - Manitoba NB - New Brunswick NL - Newfoundland and Labrador NT - Northwest Territories NS - Nova Scotia NU - Nunavut ON - Ontario PE - Prince Edward Island QC - Québec SK - Saskatchewan YT - Yukon When the field is used to modify a Document Order Item: If the Recipient Province saved on the existing Document Order Item is not one of the Province code listed above, the dropdown will not have any entries selected to enforce user to select a valid Province code before they can save.
State	N	Y	Y	This is the Recipient Province/State field on the Document Order Item The dropdown will contain the list of States for USA respectively, displayed as “{Code} – {Name}” (e.g. “AZ – Arizona”). Note: ”{Code} – {Name}” format is used for display of the dropdown only; only the Code to be used and saved to the Document Order Item. AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - Washington DC DE - Delaware FL - Florida GA - Georgia GU - Guam HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania PR - Puerto Rico RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VI - Virgin Islands VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming When the field is used to modify a Document Order Item: If the Recipient State saved on the existing Document Order Item is not one of the State code listed above, the dropdown will not have any entries selected to enforce user to select a valid State code before they can save
Postal Code	Y	N	N	This is the Recipient Postal Code/ZIP field on the Document Order Item The field validates for the proper XXX XXX postal code format: If user enters lowercase letters, it will be converted to uppercase If user misses the whitespace that follows after the first 3 characters, it will be automatically inserted User cannot enter more than 7 characters.
ZIP Code	N	Y	N	This is the Recipient Postal Code/ZIP field on the Document Order Item The field validates for the proper XXXXX or XXXXX-XXXX ZIP code format: User can only enter numeric characters or a hyphen; all other characters are ignored. If user is entering the longer ZIP code format and misses the hyphen that follows after the first 5 characters, it will be automatically inserted User cannot enter more than 10 characters.

Address Preview Panel

Once user enters all the visible address fields for a Document Order Item, an Address Preview Panel will appear below the address-related fields. This panel shows how the Address will appear on the mailing envelope, so user can confirm if it appears proper to their knowledge and make correction as needed.

Address is formatted based on the rules defined in the PASI Data Format Guidelines.

Field Validation Rules

Before an address is saved to a Document Order Item the following should be validated:

All address fields that are visible are mandatory and must be entered
- E.g. when entering a Canadian address, Street Address, City, Province, Postal Code and Deliver to Country are visible on screen and thus they cannot be empty.
Canadian Postal Codes must be in the “XXX XXX” format
USA ZIP Codes must be in the “XXXXX” or “XXXXX-XXXX” format
Mailing Address and Street Address fields cannot have more than 246 characters
- Note that even if user enters less than 246 characters, when formatting the address, the address lines may still be trimmed or word wrapped to fit the prescribed mailing address format. User can always review the formatted address in the Address Preview Panel.

Input Field Layouts

Entering Canadian Address

The following shows the address input fields that appears when “Canada” is the Recipient Country:

The following shows an example of how Canadian Address appears in the Address Preview Panel:

Entering US Address

The following shows the address input fields that appears when “United States” is the Recipient Country” is selected as the country:

The following shows an example of how USA Address appears in the Address Preview Panel:

Entering International Address

The following shows the address input fields that appears when neither “Canada” nor “United States” is selected as the country:

The following shows an example of how International Address appears in the Address Preview Panel:

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