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- Select a response type which is the type of field (Yes/No, Checkbox, Number, Date/Time, etc).
- To define values for the Checkbox/Multiselect or Dropdown/Select List options see Custom Field Options (Answers) below.
- NOTE: It is advised to develop all your Custom Fields (questions) first and then add the responses for each field (where applicable)
- Enter the Question title, which is the question the user will see, such as "Do you do a vehicle check?"
- Use the "Hidden" field to keep certain fields hidden until you're ready to make them available.
- Select one or more categories in which you want this field to appear.
- If no categories are selected, the field will not be available.
- If more than one category is selected, then that question will appear if ANY of those categories are selected on the special report.
Reordering and Editing
You can place your questions in any order by dragging the rows of this table up or down and then saving the format. You can edit any of the questions or the information by clicking the slide rule icon to the right.
Likewise you can delete a question by clicking the "X" icon to the right. The system will warn you to ensure you want to delete this question and what occurs when you do:
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- Select the Custom Question In , this was completed in the first step listed above along with the type of response to the question.
- In Response/Answer, type in the text that the user will see in response to the Custom Question. The type of response was determined prior, in the Speical Reports Custom Fields (Questions) code table.
- Coded Value (optional) - this is optional field to export certain codes per answer. Got me on this one!!!!
- Hidden - set this to hidden to hide a response from a user.
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Once you have completed placing all of the possible answers in for the appropriate questions, refresh the screen and they will appear in order by question with the answers following.
Special Report Status
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