Visit Boris website Item Type -Work Status
From Add Item in Template Maintenance select the Work status button shown  here.

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

Work status items allow the status of a job (or form) to be recorded. The main usage is in cases where a job needs to be marked as “finished” even though mandatory items on the form have not been completed. For example, an item could not be delivered or a job could not be performed for a particular reason.

How your Work status item might look on a device.

How your Work status item might look on a device.

Main

Main screen for creating/amending a Work status item
Main screen for creating/amending a Work status  item

Main screen for creating/amending a Work status 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.

List of complete statuses A standard list name where the list contains one or more status values which represent a completed job (for example, “Complete, no re-visit required” or “Complete, re-visit required”.
List of incomplete statuses A standard list name where the list contains one or more status values which represent a incomplete job (for example, “Unable to deliver” or “Unable to gain access”). Selection of any of these values will allow the form to be completed even though other fields remain empty.

Formatting

Formatting options for a Work status item.
Formatting options that can be applied to a Work status item  .

Formatting options that can be applied to a Work status 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 Work status item.
Advanced features that can be applied to a Work status item.

Advanced features that can be applied to a Work status item.

Show as multiple choice

Tick this box to display statuses as multiple choice rather than a drop-down list.

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.

*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 Work status item.
Display conditions that can be applied to a Work status item.

Display conditions that can be applied to a Work status 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

Job definitions

 

 


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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.