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

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

The Signature item is used for capturing signatures or for simple graphical input.

How your Signature capture might look on a device.

How your Signature capture might look on a device.

Main

Main screen for creating/amending a Signature capture item
Main screen for creating/amending a Signature capture  item

Main screen for creating/amending a Signature capture 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.

Pen width Early pen widths were a very thin 1px, but devices now default with 3px which can be modified here.
Set fixed width of box in pixels (0 = no fixed width) Enter the width of the signature capture area in pixels. This may require some trial and error to achieve the optimum result for the device in use.
Maximum width of box in pixels (0 = no maximum) Enter the width of the signature capture area in pixels. This will restrict modification of the device operator to prevent a signature or annotation becoming ambiguous.

Rules

Extra rules to apply to a signature capture item.
Extra rules to apply to a Signature capture item.

Extra rules to apply to a Signature capture item.

Check to perform before allowing signature Allows restrictions to be placed on when a signature can be captured. Possible values are:

No check – allows a signature to be captured at any stage

All mandatory items complete – disallows the capture of a signature until all mandatory items on the form have been completed (with the exception of the signature itself if it is mandatory)

All mandatory non-sign-off items complete – items on the form can be specified as being available for “batch sign-off”. Typically these will be customer (or user) signature, printed name and customer comments (see “Reference: Template” for full details). Choosing this option means that items have to be completed before a signature can be captured, except for any of the “batch sign-off” items.

Action to perform after signature capture

Allows changes to the form to be disabled following signature capture. Possible values are:

No action – editing of the form is allowed

Lock whole form – items on the form can no longer be edited

Lock non-sign-off items – items which are not part of the sign-off process (as specified in “Reference: Template”) can no longer be edited, but any sign-off items may be.

Don't lock signature box Tick this box if multiple attempts at a signature are acceptable.

Advanced

Advanced features of a Tick box.
Advanced features that can be applied to a Signature capture  item.

Advanced features that can be applied to a Signature capture item.

Background image file for signature The image to be used here must be stored in Program Files/Boris/images and the file name (including extension) entered here. This function is useful to (a) force the signature capture area to be the size of the image and (b) annotate images.
Background image file for locked signature The image to be used here must be stored in Program Files/Boris/images and the file name (including extension) entered here. The purpose of this file is to make it clear that this signature is unavailable for editting.

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.

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.

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.

*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 Signature capture.
Display conditions that can be applied to a Signature capture  item.

Display conditions that can be applied to a Signature capture 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.