Boris help text
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Adhoc form
A form that is triggered by the device user as opposed to one that has been allocated by an office user.  An adhoc form is created by selecting the device menu item 'New Form' rather than the 'Work List' menu item which contains allocated jobs.

A step-by-step procedure for calculations, including decision making.

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.

A general pieces of information stored on the system associated with customers, locations, users, lists and list entries - for instance a user’s initials, customer address, location site code, list entry’s product type or supplier code. 

Auditor 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.


Background colour of question

This only applies to laptop/desktop entry device.  Enter the name of the colour (as designated by Microsoft Windows).  Contact your Boris expert for further help.

Background image file
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 area to be the size of the image and (b) annotate images.

Describes something that is designed specifically for one person (in this case company) and usually tailored to their particular needs.  Due to this exclusivity there is often a charge - please contact Boris support for more details.

Bulk action

One of the buttons that appears at the bottom of many screens and can be set up to export to Excel, to summary PDF documents, delete reports or jobs, change the status of a form or job (for example).  At present these options need to be set up by Boris . 


Calculated value
Data that is output after a calculation has taken place.  Often referring to data previously entered such as a price multiplied by 20% for VAT or the customer reference followed by an automatically generated sequential number to create an invoice number.

Case sensitive
Upper or lower case letters must be in the expected position to be recognised.  For instance, "Mercedes benz" would not match with "mercedes Benz", "mercedes benz" or "Mercedes Benz".

Colour of question

This only applies to laptop/desktop entry device.  Enter the name of the colour (as designated by Microsoft Windows).  Contact your Boris expert for further help.

Conditional statement
A decision-making statement that will change the behaviour of Boris.  It will be coded but the meaning might be: "if the answer to question 1 is 'other' show the text box called Details".

Rules applied to an action or template item which determine whether it is activated.  For example - only notify by e-mail if it is a particular customer or only display a 'further details prompt' if a particular list item has been selected.

Configuration file
A set of parameters set up specifically for your system that tell Boris how to operate.


Contacts are the people who represent a customer's organisation.  They may be associated with a location or they may be customer-wide and they can be set up to receive automatic e-mails.  They are not the same as users with a customer role.

Context menu
List of options that can be applied to the specific object at which the mouse is pointing when the right-button is clicked.

Copy/paste function
Save an exact copy of template components or other objects to the clipboard, making them available to paste into a different container (eg page or list).  Available as separate items in most context menus (right-click).

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

CSV file
A generic data format where variable data items are separated by a comma.  Used as a standard import/export format for spreadsheets and databases.


A customer and an associated location is requiredfor a Boris job to be initiated.

Customer-wide contacts
A contact associated with the whole customer organisation.  As opposed to a contact associated with a single location.


A number including a fraction of an integer expressed in tenths after a decimal point eg 0.25 or 10.6924.  Often used to express money with 2 digits after the decimal point eg. 10.99.

Default value
Enter the value that this field should default to.

Used in Boris to refer to a mobile device, usually a smartphone or tablet, that is used to collect data away from the office.

Device workflow
The progress of data between forms whilst under the same job.

A document or form is a series of sections of questions or information that is completed by the user. See Definitions for more details.

Drop-down list
A list of valid entries which is only visible when expanded by clicking on it.

Duplicate function
Create an exact copy of template components or other objects in Boris within the current container (eg. page, list).  Available in most context menus (right-click).


This refers to additional information collected in response to multiple-choice answers, eg if 'fail' is chosen from 'pass/fail' options then supporting evidence may be required.  This is often used with follow ups.

Free text
Data entry that accepts any characters and is unvalidated.  This means that anything can be entered here and there are no controls or checks for whether it is in a particular form or contains (or does not contain) particular words. 

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.

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.



Groups grant a user access to one or more customers.  The user is a member of a group and the group is associated with a set of customers so the user can only access forms for these customers.  Although simple, this can be set up to offer great flexibility.


is used in Boris to refer to fixed information about a form such as Customer, Location name, Location address, User of device and date/time information.  This may be set up when a job is created on the server, or when the user begins a form on their device.

HTML e-mail template
Coded using HTML, these e-mail templates can be as well designed as a website and 's use of Report processing variables means that they can include customer or job specific information.


Initial set up of Boris for use in a specific way - ie your system.  There may be more than one implemented system for your company, but that is unusual.

A whole number.  If calculated to be a decimal or fraction, it will be round up or down to make a whole number.

Internal id
An code used by Boris to identify parts of the template.

An item is an individual question, a request for information or anything on the screen that may or may not require a response from the operator - for instance it could be a question (which requires a response) or a line of text which the operator is required to read out to the customer (which doesn't require a response).

Item type

Type of input/output item eg. button, text, drop-down list, signature capture field, drawing, fixed text


An office-initiated form usually sent to a mobile device for completion. The data associated with a job is determined by the job definition and the status indicates where the job is in it's lifecycle.

Job definition
Job definitions define what information is prompted for when office users input a 'job' of some description into the system. ie. they hold parameters controlling content and behaviour of one or more forms and helps an administrator to automate workflow and ensure correct data reaches the device user.

Job definition actions
Job definition actions are automated actions or options that arise at various stages of a job’s life cycle. An action could be something like “send an e-mail to the assigned engineer when a job is allocated” or they could be something like “if a job is at status ‘awaiting invoicing’ then give the user an option to mark it as invoiced”.

Job definition item type
An item type that is associated with a job defnition (as opposed to a template).  This will be completed by an administrator when the job is set up and is likely to prompt for customer/location details and other job related items such as PO numbers, directions, door codes, etc.

Job status

Description of where the job is in its lifecycle - eg Completed, Unallocated, Outstanding.

Jobs - allocated/outstanding
A job which is has been assigned to a user or group of users and has a date, but all device-related work on the job has not been completed. An allocated job should appear on the relevant user’s device Work List or if allocated to a group of users on the Work List of each one.

Jobs - complete
A job is complete if all device-side forms for that job have been finished and sent back to the server.  A job which has been allocated to a group of users will be removed from all device Work Lists once one user has moved the job through to “Work complete” status.

Jobs - manually closed
Jobs can be manually closed from the server. This can be the case with jobs which are open-ended by definition - in which case the job has to be manually closed via the server in order for it to be removed from the device Work List – or it can be the case with “in progress” jobs on the device which could potentially be finished by the user but which the office have chosen to close.

Jobs - supplementary status
A Job's supplementary status is set up in the job definition and can trigger actions such as automatic e-mails (must be set up by the Boris support).

Jobs - unallocated
A job is unallocated if either it has no date or is not assigned to either a user or to a group of users. An unallocated job will not be viewable on a mobile device.


List entry

One of a number of items in a list intended for multiple-choice prompts.  Usually just text but may have an associated numeric value.

List entry attributes
Lists can be associated with additional “attributes” such as text items, numeric values, values in another list, documents, or images providing greater flexibility.  Attributes must be created by Boris support staff.

Lists are choices for use in drop-down boxes, multiple choice questions etc. Common examples include:

Lists can be linked together in a “cascade”.

A location (or site or project) is in some ways even more fundamental than the customer. Forms are always recorded against locations, and jobs are always allocated to them. Aside from a location address, there tends to be a much wider set of information associated with a location than with a customer. For instance, pricing information, drawings and plans, and supplementary items such as ward lists.

Location contacts
A contact associated with a single location within a company organisation.  As opposed to a customer-wide contact associated with the whole company.


Mandatory means that something must be done.  In Boris this usually refers to filling in a prompt on a form or completing a form for a job. The form or job will not be marked as complete until the mandatory item has been done.  This is the opposite of optional.

Data entry using a selection from a pre-defined set of options in either a list or small group of buttons.


Number of lines to display
If a value of more than 1 is entered, the text box shown to the user will have multiple lines. Leave the field blank if you would like a single line text box.


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.

Optional means that something does not need to be done.  In Boris this usually refers to filling in a prompt on a form or completing a form for a job. The form or job can be marked as complete whether the mandatory item has been done or not.  This is the opposite of mandatory.


A page defines a number of sections which appear on the same Device screen. See Definitions for more details.

Pen width
Early pen widths were a very thin 1px, but devices now default with 3px which can be modified here.

Any of the small discrete elements that together constitute an image (as on a television or computer screen).

Pop-up box
A window that appears over the top of the main window and must be closed before the main window can be accessed.


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” (see below).


Red asterisk
In Boris set-up screens and on the device, a red asterisk (*) indicates a mandatory field that must be completed before you can proceed.

Generic term for the deliverable output document from Boris.

Report processing variable
An instruction to Boris to insert a variable piece of information into a report at the position of the Report processing variable.  An example is "%CUSTOMER%" to display a customer.  These are mainly used in Template Actions and Calculated fields.

Report status

Description of where the report is in its lifecycle - eg Complete, Uncompleted, Released, Awaiting Customer Response.


a measure of the sharpness of an image expressed as the total number or density of pixels in the image.

Right click
Clicking the righthand button on the mouse will bring up a context menu.  This shows editing features such as delete, copy, paste, duplicate in setup/maintenance screens and workflow amendments such as revert to outstanding or mark as complete in the reports and jobs lists.

Root output directory

The root directory is located on the server and is defined in the configuration file when Boris is first installed.  It is the default folder for outputting files that the system creates and the point from which relative pathnames are constructed.


A section is a related set of questions or information that needs completing by the user. See Definitions for more details.

The main computer, in your company's office or hosted by Boris, where templates, lists, customers, locations, etc are maintained.  Jobs are allocated here and reports can be viewed and signed off

Indicates location of (for example) software that is accessible on a computer in your company's office as opposed to accessible on a device.

Source form
A form from which data is gleaned to populate a summary form.

Source template
A template for creating a form from which data is gleaned to populate a summary form.

Standard attributes
Attributes that are shipped with Boris as opposed to those that need to be set up as a bespoke service.

Standard document
A document that is always used for an action.  Usually PDF's or Word documents used with e-mail actions within Template Actions.  Examples include customer satisfaction surveys and standard terms & conditions.

Static image
The same image every time - not conditional on data entered elsewhere.

Static text
Text that has been explicitly set up to appear on a form, such as 'Name', 'Address', 'Please read the following and sign below', and will be the same every time.  Alternative to variable text which contains data that changes depending on the circumstances.


Generic term for either Report status (where the report is in its lifecycle - eg Complete, Uncompleted, Released, Awaiting Customer Response ) or Job status (where the job is in its lifecycle - eg Completed, Unallocated, Outstanding)

Jobs that exist in a hierarchy which can be nested and instructed to behave as a group - eg not releasing an individual form until all forms have been released. 

Summary form
A form that summarises data collected from a number of detailed forms such as an invoice or timesheet.

Summary template
A template for a summary form which summarises data collected from a number of detailed forms such as an invoice or timesheet.

Supplementary status
An additional status, such as 'awaiting invoicing', that can be added to Boris as a bespoke option.


An Item Type that can collect data in rows and columns.  Can be tailored to specific needs - see help for more details.

A template is a collection of related forms or documents that will be completed by the user. See Definitions for more details.

Template action
Automatic actions can be attributed to status changes within a template.

Template Item
The smallest component on a template which is an input or output item (usually input) for collecting data or alerting a device user.

Text items are used for entering free text data, either as single or multi-line boxes.

Third Party Tools
Applications developed by someone other than Boris Software Limited that are triggered or used by Boris software, for example SAGE, management tools, invoicing systems, payroll, etc.  Integration work will usually be required and this may incur an extra charge.

A specially programmed set of rules for copying data from one form to another.  Must be set up by Boris support.


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.


Someone with access rights to a device, the office-based server or internet-based reports.  They have a username and a password which may or may not be the same for all access.  The user will have a role which determines their access rights.  User is sometimes used in Boris to refer to a device user.


Variable text
Text that includes placeholders for variable data items, such as today's date, current user, cost of parts, and varies depending on the circumstances.  An alternative to static text which is always the same.

Variables are used as a placeholder for data that changes, such as using the word CUSTOMER in a mail merge so that it will be replaced by Jones & Son when the letter is produced.  They can be unique names as set up in a template or they can be standard ones such as date form completed, user, etc.


A group of pages accessible on the internet.  Unless qualified otherwise, Boris is referring to the desktop application available to administrators as it is viewed in a web browser and accessed via a url, or web address.



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