Difference between revisions of "Questions"

Revision as of 11:26, 17 January 2018

The Navigation Pane

This shows the question Selection, containing a list of the questions already set up and listed alphabetically.

Question Selection

Questions can be created at either system or master script Level for use in the relevant type of script. To appear in a script set, a question must be created within the given category, held at master level.

Level

displays a drop down list of system and master:

• System - lists all questions set up at the system level. These are available to all system scripts and are useful for functionality that is shared by all scripts.
• Master - lists all questions set up at master level. These are available only within the category they are assigned to, when used in script sets.

Unused

Selecting this will highlight the button in green and only questions not used yet in any scripts are listed.

Filter

type in characters to search for Questions with the specific text. As you type into the Filter the list will update with Questions matching the Filter criteria selected. To view the Questions within the category click on the to the left of the category title.

Category Tree

When creating a question it must be assigned to a category, questions are divided into which categories they are available for use in.

Moving and/or copying questions between categories

Once created, questions can be moved and/or copied between existing categories. This could be to replicate an existing question from another category, or to move a question that has been created in the wrong category:

To do this, select the question that you want to move/copy and use either of the following options:

1. Drag the question into the new category (this should show the pointer icon with no '+').
2. Force the question to be copied by holing the Ctrl key (this should show the pointer icon with '+').
3. The question will be automatically copied if it cannot be moved i.e. the question is referenced in a script (this should show the pointer icon with a '+').

The Editing Pane

This pane shows the available question types that you can create, you can create a new question by selecting a type from this list, if you are viewing an existing question then clicking on Add will bring this menu back. Once you have selected a question type it'll change to display all the fields to allow you to create that question.

Be aware that when creating a question it must be created within the category (Master) you wish to use it, otherwise it will not appear at script run-time. If necessary, drag/drop the question in the navigation pane to the correct category.

The Question Types

Address

Allows the input of an address into Keyfax. The fields appearing on the question is highly customisable.

• Admin Display - a descriptive name to identify the Question within the system.
• Operator Display - the Question text as displayed to the Operator.
• Record Value - if checked the value will be added to the recorded text.
• Fields - the fields required for use and to display within the question. Select an item by checking the relevant box/boxes. Select whether or not the field is to be mandatory by clicking the required box.

Checklist

A list question that doesn't decide the path to take through a script, but allows multiple options to be selected and the choices recorded.

Please note that the check list question is not currently available for the Tenants Online version of Keyfax.

• Admin Display - a descriptive name to identify the Question within the system.
• Operator Display - the Question text as displayed to the Operator.
• Asset Data - see Asset Data
• Record Value - if checked the value will be added to the recorded text line.
• Checklist Items
  • Display Prompt - the text of the option to be displayed to the operator.
  • Return Value - the text to be entered into the fault text or enquiry description. If this is left blank the ‘Display Prompt’ will be entered. A value will only be entered if the Rec box is ticked.

Re-order the options by selecting an option and using the arrow keys to move them up or down, new options are added with the plus button and to delete click on the cross, to do this you need to be in Exclusive mode.

Date Time

External Form (E-Form)

File Upload

List

Numeric

Text

Dynamic List

Asset Data

This allows a Databox’s content to be used to suggest the answer to a question. This can be used to guide Operators. List Questions - the relevant list option that corresponds to the data in the Databox will be highlighted. If the data in the Databox does not correspond to one of the list options, the data will only be displayed if the question allows freeform text. Numeric and Text Questions - the data in the Databox will be displayed. To link a Databox to a question, click on the search button by the Asset Data field. This displays the Databoxes in a new dialog box:

Select the required Databox and click on . The Databox name is then entered against Asset Data.

Tip

For more details on Databoxes please see Section 3 - Databoxes