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

From Add Item in Template Maintenance select the Scanned list button shown here.

Scanned list item is used for scanning barcodes.

Unable to show how a Scanned list might look on a device.

Unable to show how a Scanned list might look on a device.

Main

Main screen for creating/amending a Scanned list item
Main screen for creating/amending a Scanned list item

Main screen for creating/amending a Scanned list item

*Question 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”.
Mandatory

Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

Default value

Enter a value that will be inserted without the user doing anything e.g. '0' (zero) for quantity in a supplies list so that only significant entries need to be entered.

Maximum length The longest allowable scan length.
Item to lookup scanned lengths from (enter the 'unique name') Enter the unique name of the data item that holds the list item that has already been selected and will provide the barcode length for validation purposes.
Unique name of quantity item Enter the unique name of the quantity item.
Name used to group items that should be validated together To prevent mistakes, the same barcode cannot be scanned twice. However, to allow for the unusual situation where this might be required, different groups can be set up to be validated separately.
Disallowed scan values (separate with commas) To further reduce the possibility of manual errors, common disallowed, numerical barcodes can be entered here, separated by commas. Useful entries here would be manufacturers' delivery barcodes.

Formatting

Formatting options for a Scanned list item.
Formatting options that can be applied to a Scanned list item .

Formatting options that can be applied to a Scanned list item .

Number of lines to display Controls the number of lines shown in the text box, hence the height of the box. Note that this does not affect how much data can be entered in the box because the box will scroll any content. However, it does control the height of the box as shown on the screen.
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 Scanned list item.
Advanced features that can be applied to a Scanned list item.

Advanced features that can be applied to a Scanned list item.

Text snippets list Select the appropriate list of Text snippets from the drop-down list. These will need to have been prepared in advance.

Auditor's notes

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

Full question (for report)

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

Cross Reference

This field is output on reports to cross-reference the information with any relevant legislation etc.

Allow multiple results for this field?

If you wish to have the capability of entering more than one “answer” to a question then you can use this field. If it is checked/ticked then a button will be displayed allowing further responses to be input. The text shown on this button can be specified (see below).
If the number of possible responses is unpredictable then this option is useful. However, it is often simpler to create, say, 3 pre-set items in which the user can enter their data.

Text on button for adding additional results

This option is used in conjunction with “Allow multiple results for this field” and specifies the text shown on the button (for example, “Add response” or “Another value").

*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 Scanned list item.
Display conditions that can be applied to a Scanned list item.

Display conditions that can be applied to a Scanned list 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.

 

 


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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.