User Manual

Screen Elements

Description

Custom Fields

Radio(Yes/No) – Vertical

Select if radio button with yes/no options is required to be placed vertically.

By default, this question is a scorable question.

On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Enter Weight: Enter weight of the question.

•N/A Option Required?: Select if N/A is required to be displayed automatically in the form.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options (Answers): Enter the options to be displayed in the form instead of Yes/No.

•Rating: Enter rating of the options in the question.

•Default Choice: Select if an option is to be selected by default in the form. If selected, select the option from the dropdown list to be pre-selected.

•Is Auto Failure?: Select if you want to make auto failure question.

•Compliance Question?: Select if the question is to be made of type compliance. Reporting is done based on this option.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Radio(Yes/No) – Horizontal

Select if radio button with yes/no options is required to be placed horizontally.

By default, this question is a scorable question.

On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Enter Weight: Enter weight of the question.

•N/A Option Required?: Select if N/A is required to be displayed automatically in the form.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options (Answers): Enter the options to be displayed in the form instead of Yes/No.

•Rating: Enter rating of the options in the question.

•Default Choice: Select if an option is to be selected by default in the form. If selected, select the option from the dropdown list to be pre-selected.

•Is Auto Failure?: Select if you want to make auto failure question.

•Compliance Question?: Select if the question is to be made of type compliance. Reporting is done based on this option.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Dropdown Menu (Yes/No)

Select if a dropdown list is required in the form.

By default, this question is a scorable question.

On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•N/A Option Required?: Select if N/A is required to be displayed automatically in the form.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options (Answers): Enter the options to be displayed in the form instead of Yes/No.

•Rating: Enter rating of the options in the question.

•Default Choice: Select if an option is to be selected by default in the form. If selected, select the option from the dropdown list to be pre-selected.

•Is Auto Failure?: Select if you want to make auto failure question.

•Compliance Question?: Select if the question is to be made of type compliance. Reporting is done based on this option.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

HtmlText

Select to get an editor window in the form.

Employee

Select to insert a dropdown list in the form which contains employees based on role selected from the property window. While previewing one can see a list of employees belonging to a particular selected role only.

Disposition

Select to add disposition dropdown list in the form. The values of disposition dropdown list are fetched from the dispositions created in the Program section.

If there are no values in the disposition then one needs to add them from the Program section. (See Add Disposition)

SubProgram

Select to add sub-program dropdown list in the form. The values of sub-program dropdown list are fetched from the sub-programs created in the Program section.

If there are no values in the sub-program then one needs to add them from the Program section. (See Add Sub-Program)

Properties:

•Add Title: Enter title of the question.

•Mandatory Question: Select if the question is required to be mandatory in the form.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Call Designation

Select to get designation dropdown list in the form.

From the property window, select program name for adding call designation available for this program only and select all for adding all common call designations available.

:Properties

•Add Title: Enter title of the question.

•Select Program: Select the program which is to be displayed in the form.

•Mandatory Question: Select if the question is required to be mandatory in the form.

Call Outcome

Select to get call outcome dropdown list in the form.

From the property window, select program name for adding call outcome available for this program only and select all for adding all common call outcomes available.

Properties:

•Add Title: Enter title of the question.

•Select Program: Select the program which is to be displayed in the form.

•Mandatory Question: Select if the question is required to be mandatory in the form.

Screen Elements

Description

Multiple Choices/Selected Items

Radio (Single) – Vertical

Select if radio button is required to be placed vertically. On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Scorable: Select to make question scorable.

•Enter Weight: Enter weight to

•N/A Option Required?: Select if N/A is required to be displayed automatically in the form.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options (Answers): Enter the options to be displayed in the form.

•Rating: Enter rating of the options in the question.

•Default Choice: Select if an option is to be selected by default in the form. If selected, select the option from the dropdown list to be pre-selected.

•Is Auto Failure?: Select if you want to make auto failure question.

•Compliance Question?: Select if the question is to be made of type compliance. Reporting is done based on this option.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Radio (Single) – Horizontal

Select if radio button is required to be placed horizontally. On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Scorable: Select to make question scorable.

•N/A Option Required?: Select if N/A is required to be displayed automatically in the form.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options (Answers): Enter the options to be displayed in the form.

•Rating: Enter rating of the options in the question.

•Default Choice: Select if an option is to be selected by default in the form. If selected, select the option from the dropdown list to be pre-selected.

•Is Auto Failure?: Select if you want to make auto failure question.

•Compliance Question?: Select if the question is to be made of type compliance. Reporting is done based on this option.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Dropdown (Single Select)

Select to have a dropdown in the form. On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Scorable: Select to make question scorable.

•N/A Option Required?: Select if N/A is required to be displayed automatically in the form.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options (Answers): Enter the options to be displayed in the form.

•Rating: Enter rating of the options in the question.

•Default Choice: Select if an option is to be selected by default in the form. If selected, select the option from the dropdown list to be pre-selected.

•Is Auto Failure?: Select if you want to make auto failure question.

•Compliance Question?: Select if the question is to be made of type compliance. Reporting is done based on this option.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Checkbox – Vertical

Select to add multi selected checkbox based questions in the form vertically. On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Scorable: Select to make question scorable.

•Mandatory Question: Select if the question is to be kept mandatory.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options(Answers): Enter the options to be displayed in the form.

•Default Choice: Select if an option is to be selected by default in the form.

Note: Multiple check boxes can be selected as default choice.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Checkbox – Horizontal

Select to add multi selected checkbox based questions in the form horizontally. On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Scorable: Select to make question scorable.

•Mandatory Question: Select if the question is to be kept mandatory.

•Comment Box Required?: Select if comment box is required in the form.

•Horizontal Layout Required?: Select if the horizontal layout of question is required.

•Options(Answers): Enter the options to be displayed in the form.

•Default Choice: Select if an option is to be selected by default in the form.

Note: Multiple check boxes can be selected as default choice.

•Category show hide question?: Select if a particular category is to displayed or hidden based on the answer of this question.

Listbox Menu (Multi-Select)

Select to add a multi-select listbox in the form. On selecting this one can also set its properties.

Properties:

•Add Title: Enter title of the question.

•Mandatory Question?: Select if the question is to be kept mandatory.

•Options (Answers): Enter the options to be displayed in the form.