Adding a New Question

Creating a Question

1. Navigate to (Configuration icon) Questions Question Management

   

2. Enter the Question Properties into the fields at the bottom of the screen

   Note: If the fields already have information, an existing question has been selected.
   
   To deselect a question, hold the ‘Ctrl’ key and click the highlighted question, if successful the button in the bottom right should change from ‘Update Question’ to ‘Add Question’.
   
   Alternatively, if you want to use information from the existing question, see Duplicating a Question

   

   

   

2. Click Add Question

   

List Questions

• Radio Questions and Select lists allow the user to choose from a list of predefined answers rather than entering a value.
• These questions have the ability to display child questions and have advanced configurations for their answers

Adding an Answer

1. Select the Answers tab
2. Select the Add New Answer button in the bottom right
3. Fill in the properties below

Removing an Answer

1. Select DELETE in the right most column of the answer form

Answer Properties

• These are properties only included in question types with predefined answers

  Property	Description
  ID	A system-allocated ID, required for linking answers to events
  Answer Text	The text that will be displayed to the user
  Answer Value	The value Dataforce ASAP will see E.g. If answers are ‘Number One’ and ‘Number Three’, 1 and 3 could be used to avoid mismatches due to spelling or incorrect casing in Dataforce ASAP
  Sort	A method of ordering answers where 0 will appear first
  Linking and Filtering	Options that will be added to the appointment once the answer is chosen: • Products • Tags • Compliance Types Additionally, field workers can be filtered from selecting this answer through field worker abilities; if a field worker does not posses the ability they cannot select the answer
  Child questions	Questions that will be displayed if the answer is selected (Question IDs). See Linking a Question
  Question Block	Question Blocks that will appear if the answer is selected
  Required	An option to make the answer mandatory
  Audit Status	The appointment’s audit status once the answer has been selected
  Calculation Modifiers	Modifiers that will be added to the job calculations if the answer is selected

Property Descriptions

Common Properties

• These are commonly used properties found in all question types

  Property	Description
  Question Type	The type of question, which can be job, appointment, customer or audit
  Input Type	How the question will be presented. (see Input Types)
  Disabled	A method of soft deletion, which prevents the question from being displayed
  Style	The question style - click the drop down to see a list of examples
  Mandatory	A method of requiring the question to be answered
  Sort Value	A method of sorting questions, 0 being the highest Tip: Leave a gap between sort orders, e.g. 10 then 20 rather than 10 then 11. This allows room for future changes
  Category	The category the question belongs to; this is used for organising questions and presenting them on Runabout
  Valid for Clients	Clients that will utilise the question
  Valid for Work Types	Work types that require the question
  Valid for Customer Types	Customer types that require the question
  Valid for Agents	Agents whose field workers will be utilising the question

Other Properties

• These are less commonly used properties found in all question types

  Property	Description
  Question Block	The question block the question belongs to - see Question Blocks
  Default Answer	The answer that will appear before an answer is selected. Note: if the question is not answered, the default answer will be selected
  Show No Answer	Gives the user an option to provide no answer for this question
  Valid for Zones	Zones where the question will apply
  Requires Field worker Abilities	Restrict the question to field workers with specific abilities
  Display On	Appointment types to display the question on
  Valid for Activities	Activities that require the question
  Valid for Audit Types	Audit types that require the question
  Valid From & Valid To	When the question will become active, compared with the scheduled date Useful for replacing questions, i.e. (Old question is Valid To, new question is Valid From)
  Stage	An option for Customer or Job questions, determines whether the question will be asked before or after the job is created
  Show On	Display the question on mobile (Dataforce Runabout), PC (Dataforce ASAP) or both
  Link Type	For product linking, determines when a product will link i.e. A product will link if it is a quote appointment. The None option is useful for gathering information about a product without linking it to the job
  Valid From & Valid To	When the question will become active, compared with the scheduled date Useful for replacing questions, i.e. (old question is valid to new question is valid from)
  Stage	An option for customer or job questions, determines whether the question will be asked before or after the job is created
  Show On	Display the question on mobile (Dataforce Runabout), PC (Dataforce ASAP) or both
  Link Type	For product linking, determines when a product will link i.e. a product will link if it is a quote appointment. The none option is useful for gathering information about a product without linking it to the job
  Always Link Product	If a product has multiple answers linked, Dataforce ASAP’s default behaviour will require all answers to be selected before the product will link. Selecting this option will override that behaviour and link the product if this question is answered
  Duplicate Check	A check for duplicate answers; enter the answer IDs, separated by a comma. NOTE: This will not check through block questions
  Within Appointment Only	Determines where the duplicate check should search for duplicate answers; if not selected, the search will check all jobs
  Inherit Answer from Question	Where to retrieve an answer that will be filled before the question is answered. Self is default
  Inheritance Method	How to fill the question before answering
  Audit Product Count	This option will compare the answer value with the amount of whatever is selected in this field. If they do not match, Dataforce ASAP will fail the current audit.
  Share Image Answers Over All Blocks	This option allows image questions to pre-fill the image if the image has been supplied in another block. This is useful if one question applies to all blocks e.g. a certificate for an entire building

Input types

Radio Group

• Radio groups should be used for exclusive options i.e. only one option can be selected at a time.

• Create an Answer
• Delete an Answer

Select List

• Select lists should be used for exclusive options, i.e. only one option can be selected at a time.
• They are typically used when a large number of options are available to keep the answers organised.

• Create an Answer
• Delete an Answer

Checkbox

• Checkboxes should be used when multiple options can be selected.

• Checkboxes are comprised of two separate parts:
  1. The Checkbox Group - The question
  2. The Checkbox Option - The answers
  Important: Unlike other questions, a checkbox’s answers will appear as questions in the question list
• To create an option:
  1. A checkbox group must first exist displaying the question text
  2. Create a new question of type: checkbox option
  3. Add the answer into the ‘option name’ field
  4. Add the group from step 1 into the ‘checkbox group’ field
• To remove an option:
  1. Select the checkbox option from the questions list
  2. Tick the disabled option

Number

• Numbers should be used when a number with or without decimal places is required

• To validate an answer, Regular Expressions can be added to the ‘validation (regexp)’ field

Quantity

• Quantities should be used for determining quantities of products
• Quantities will only accept whole numbers (integers) and can be linked to the quantity of a product

• To validate an answer, Regular Expressions can be added to the ‘validation (regexp)’ field

Barcode

• Barcodes should be used when a barcode is required, typically serial numbers for products.
• In Dataforce ASAP, these will appear as a simple text field but in Dataforce Runabout they will appear as a barcode scanner

• Dataforce ASAP:

• Dataforce Runabout:

Date

• Dates should be used for capturing dates in specific formats.
• Formats are represented as different input types in the drop down list.
• Dates selected using the date picker by clicking on the field.

Time

• Time fields are used for capturing time in either 24-hour or 12-hour formats.
• Formats are represented as different input types in the drop down list.
• Time can be selected from the drop down menu.

Text

• Text fields should be used for collecting a single line of text.

• To validate an answer, Regular Expressions can be added to the ‘validation (regexp)’ field

Text Area

• Text areas should be used to capture multiple lines of text through a large field.

• To validate an answer, Regular Expressions can be added to the ‘validation (regexp)’ field

Dummy Text

• Dummy questions should be used for displaying text
• Dummy questions cannot be answered
• These are typically used for headings and given a different look to normal questions using the style options

Image

• Image questions allow the user to add an image in Dataforce Runabout
• Image questions cannot be answered in Dataforce ASAP
• In runabout images may be selected from the phone or new photos can be taken
• Images will be automatically saved to a category based on the File Category field
• Images will be automatically saved to a category based on the ‘file category’ field

• Dataforce ASAP:

or

• Dataforce Runabout:

Product List

• Product lists should be used to select products recorded in Dataforce ASAP
• Product lists appear as drop down lists pre-populated with a list of products
• Products in the list are determined by the filters below

• Product filters

Field worker List

• Field worker lists should be used to select field workers recorded in Dataforce ASAP
• Field worker lists appear as drop down lists pre-populated with a list of field workers
• Field workers in the list are determined by the filters below

• Field worker filters

Where to Next?