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

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

The Date item uses the device's selected date entry mode and can be set to a relative default value (e.g. today).

How your Date prompt might look on a device.

How your Date prompt might look on a device.

Main

Main screen for creating/amending a Date prompt
Main screen for creating/amending a Date prompt

Main screen for creating/amending a Date prompt

*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.

Max. number of days to accept in the past You may restrict the entry of dates to those within, say, the past 30 days by entering a value in this field. If no value is entered then no past date would be acceptable.
Max. number of days to accept in the future You may restrict the entry of dates to those within, say, the next 30 days by entering a value in this field. If no value is entered then no future dates are allowed.

Advanced

Advanced features of a Date prompt.
Advanced features of a Date prompt.

Advanced features of a Date prompt.

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.

Show all choices on report
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 Date prompt.
Display conditions for a Date prompt

Display conditions for a Date prompt

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.

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

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.