Table of Contents
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.
There are four types of Question Set, which are detailed below:
| Question Set Type | Description |
|---|---|
| Call | Questions which are answered against a Call, usually by the person logging the Call |
| Field Report | Questions which are answered by an Engineer as part of their Field Report |
| Risk Assessment | Questions which are answered by an Engineer prior to them starting their Field Report |
| Customer Survey | Questions which are answered by the customer, either over the phone or on-site via the Engineer |
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.
Click the Update button to save your new Set.
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)
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 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 |