Creating a Question



  1. Open the Question Management screen by clicking Admin → Basic Configuration → Questions

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

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  1. Click Add Question

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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 the properties below

Removing an Answer

  1. Select ‘DELETE’ in the right most column of the answer

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 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 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 fieldworkers 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 ID’s), 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, can be: Job, Appointment, Customer or Audit
    Input Type How the question will be presented, see Input Types
    Disabled A method over soft deletion, 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 too, 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 Fieldworker Abilities Restrict the question to fieldworkers 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 (Runabout), PC (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, 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 ID’s 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 question is answered, self is default
    Inheritance Method How to fill the question before answered
    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 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 is 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.

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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.

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Checkbox

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

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  • Checkboxes are comprised of two separate parts:
    1. The Checkbox Group - The question
    2. The Checkbox Option - The answers
  • 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

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  • 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

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  • 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 ASAP these will appear as a simple text field but in Runabout they will appear as a barcode scanner


  • ASAP:

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  • Runabout:

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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.

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Time

  • Time fields are used for capturing time in either 24 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.

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Text

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

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  • 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.

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  • 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

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Image

  • Image questions allow the user to add an image in Runabout
  • Image questions cannot be answered in 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


  • ASAP:

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  • Runabout:

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Product List

  • Product lists should be used to select products recorded in 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

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  • Product Filters

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| Filter             | Description                                              |
| --------------     | -------------------------------------------------------- |
| **Keyword Filter** | Includes any products with a name containing the keyword |
| **Category**       | Includes any product under the selected categories       |
| **Sort By**        | Sorts the product list                                   |
| **Attributes**     | Includes any products possessing the selected attributes |
| **Activity Type** | Includes any product that applies to the activity type   |

Fieldworker List

  • Fieldworker lists should be used to select fieldworkers recorded in ASAP
  • Fieldworker lists appear as drop down lists pre-populated with a list of fieldworkers
  • Fieldworkers in the list are determined by the filters below

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  • Fieldworker Filters

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| Filter                                  | Description                                                                               |
| -----------------------------------     | ----------------------------------------------------------------------------------------- |
| **Keyword Filter**                      | Includes any fieldworkers whose names contains the keyword                                |
| **Agent**                               | Includes any fieldworkers assigned to the selected agent                                  |
| **Team Members Only**                   | Only include fieldworkers in the same team as the fieldworker assigned to the appointment |
| **Show Fieldworkers Outside the Agent** | Includes fieldworkers outside the current agent                                           |
| **Work Assignment**                     | Includes any fieldworkers under the selected work assignment                              |