Differences

This shows you the differences between two versions of the page.

--- design_questions [2021/09/03 14:12] – [Design Questions] darryl
+++ design_questions [2021/09/03 14:42] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Design Questions ======
-The Design Questions screen can be used to create & maintain Question Sets within Call2Field. Question Sets are then applied to a Call Type.
+The Design Questions screen can be used to create & maintain Question Sets within Call2Field. Question Sets are then applied to a [[Call Type]].
+{{ :questionsblank.png?800 |}}
 There are four types of Question Set, which are detailed below:
 ^Question Set Type^Description^
-|Call||
+|Call|Questions which are answered against a [[Call]], usually by the person logging the Call|
-|Field Report||
+|Field Report|Questions which are answered by an [[Employee|Engineer]] as part of their [[Field Report]]|
-|Risk Assessment||
+|Risk Assessment|Questions which are answered by an Engineer prior to them starting their Field Report|
-|Customer Survey||
+|Customer Survey|Questions which are answered by the customer, either over the phone or on-site via the Engineer|
 ----
@@ Line 16: / Line 17: @@
 ==== Add Question Set ====
+To add a Question Set, click the 'Add New Set' button. You'll then have a pop-up window to fill in. Give your Question Set a name, and then pick a type. You can also specify whether a signature is required for this Question Set.
+{{ :questionsetadd.png?600 |}}
+Click the Update button to save your new Set.
@@ Line 23: / Line 27: @@
 ==== Add Groups/Questions ====
+To add Groups/Questions to your Question Set, click the 'Add New Question' or 'Add New Group' buttons:
+  * 'Add New Question' will create an independent Question which doesn't belong to a group
+  * 'Add New Group' will create a group which can contain Questions for the same [[Product]] or [[Product Group]]
+When adding either an individual Question or a Question Group, you can choose one of the following settings:
+^Question/Group Type^Description^
+|Not Specific|Will appear once per Field Report and is not specific to any Equipment|
+|For Each Equipment|Will appear for each Equipment record, regardless of what it is|
+|Product Specific|Will appear per Equipment, only if the selected Product matches|
+|Product Group Specific|Will appear per Equipment, only if the selected Product Group matches|
+Enter your Question text or Group name, and then choose the filter type (if creating a Group, you only need to do this to the main Group, not any Questions added underneath it)
+{{ :questiongroupadd.png?600 |}}
+Once you have added the Question/Group, it will appear on screen. For groups, you can add Questions by clicking the 'Add Group Question' button. This will ensure the Question belongs to the group and isn't a standalone Question.
+{{ :questions.png?800 |}}
+Questions can be set as Mandatory, forcing the user to complete them before progressing.
+----
+==== Answer Types ====
+There are five Answer Types which can be chosen - these are detailed below:
+^Answer Type^Description^Extra Options^
+|Text|Text field|Can be set as multiple lines|
+|Number|Numeric field|Can set a minimum or maximum number, and/or allow decimals|
+|Yes/No|Yes or No dropdown field|No extra options|
+|Date|Date field with calendar-style dropdown|Can set whether to include time, and whether to allow past/future dates|
+|Custom|Custom dropdown field with user's input as choices|Can allow multiple answers|