Visit Boris website Item Type - General attachments
From Add Item in Template Maintenance select the General attachments button shown here.

From Add Item in Template Maintenance select the General attachments button shown here.

The General attachments item allows the user to open and view attachments associated with a customer, location, themselves (as a user) or a general list entry. In practice this might mean that they can open documents relating to specific method statements for the cutomer in question, plans or drawings for a location or manuals or handbooks relating to a list of products or toolbox talks.

Attachments will typically be PDF documents, Word documents or image files.

 

General attachments differ from Job attachments in that a job attachment is a document specifically sent to one user on one job. If an attachment is to be more widely used than that (eg. on all jobs for a customer, on all jobs for a location or on any job at all) then it probably makes sense to add it as a general attachment.

 

Unable to show how a General attachments might look on a device.

Unable to show how a General attachments might look on a device.

Main

Main screen for creating/amending a General attachments item
Main screen for creating/amending a General attachments item

Main screen for creating/amending a General attachments item

*Caption This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
*Type of attachments to show (1) Choose the type of attachments that you wish to show. These can be for the customer or location of the current form, for the current user or for a list item elsewhere on the form. If list item attachments are selected then you need to specify the 'unique name' of the relevant template item below.
*Type of attachments to show (2) Choose the type of attachments that you wish to show. These can be for the customer or location of the current form, for the current user or for a list item elsewhere on the form. If list item attachments are selected then you need to specify the 'unique name' of the relevant template item below.
'Unique name' of item containing the list entry to use If you have specified list item attachments then you need to specify the unique name of the template item that contains the list entry to use.

Formatting

Formatting options for a General attachments item.
Formatting options that can be applied to a General attachments item .

Formatting options that can be applied to a General attachments item .

Full screen width?

This option is usually used in conjunction with multi-line text boxes, giving the user a full-width long text box in which to enter information. This value overrides any formatting set for the section.

Advanced

Advanced features of a General attachments item.
Advanced features that can be applied to a General attachments item.

Advanced features that can be applied to a General attachments item.

*Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Display conditions (advanced)

Display conditions for a General attachments item.
Display conditions that can be applied to a General attachments item.

Display conditions that can be applied to a General attachments item.

Only show when the following condition is true (1) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Only show when the following condition is true (2) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.
See Also

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.