Step 4 - Checklist / Signature etc Setup

Previous Topic

• Defining a Checklist
• Add an Info Item
• Add a Time Item
• Add a Text Item
• Add a List Item
• Add a Numeric Item
• Defining a Signature
• Defining a Note

Before we setup the Style Template for this tutorial, there is some preliminary setup required if we are to use Checklists, Signatures and Notes within the Template

Defining a Checklist

A checklist is an entry form allowing the Freeway user to capture specific data relating to the Datasheet. The information recorded in a checklist can cover different types of data, eg: Dates, Times, Text, Numeric Values, List entries and many more options. For the purposes of this tutorial we will ask the Freeway user to record the following information:

Information (Instructional Information to be displayed to the Freeway User)

Time of Inspection (Time)

Physical Location of Unit (Text)

Condition of Machine (Predefined List entries)

Job Difficulty Ranking (Integer)

Mobility -> Checklists

• Press the Add button

1. From the Detail Tab give this Checklist a Name eg: Air Con Checklist
2. Type in a Description for this Checklist eg: Air Conditioning Checklist
3. Click on the Groups Tab

All Checklists, must contain at least one group. You can also define groups to be either mandatory, fully optional or requiring at least one item being answered in that group. By making a group Mandatory, the Freeway user will not be able to completed the Datasheet until all items in the Checklist Group have been answered. In this tutorial, we will create one Mandatory Group. Groups can also be sequenced so they appear in a logic sequence for the Freeway user.

From the Groups tab

1. Give the Group a Name
2. Drop down the Mandatory Style and select 'All' (This means all items in this group must be answered)
3. Click on the Items Tab

Add an Info Item

From the Items tab press the Add button to add a new Item to this checklist. The initial 'Info' item will be explaining to the Freeway user on how to use this Checklist.

An Info type is optional however it is a good idea to describe to the user what you want them to do. You can also add as many Info items to your checklist to better describe steps in the process

1. Click in the Group Name field and browse and select the Group for this Item
2. Type in a Description for this Item eg: Information
3. From the Type Drop down, select Info
4. Type in some instructions for the Freeway user about this checklist in the List Values or Info Text field

Add a Time Item

Press the Add button again to add a new Item

1. Click in the Group Name field and browse and select the Group for this Item
2. Type in a Description for this Item eg: Time of Inspection 
3. From the Type Drop down, select Time

Add a Text Item

Press the Add button again to add a new Item

1. Click in the Group Name field and browse and select the Group for this Item
2. Type in a Description for this Item eg: Physical Location Of Unit
3. From the Type Drop down, select Text

Add a List Item

Press the Add button again to add a new Item

1. Click in the Group Name field and browse and select the Group for this Item
2. Type in a Description for this Item eg: Condition Of Unit
3. From the Type Drop down, select List
4. Type in the List values (Press Enter after each entry) the Freeway user can select from eg: Poor, Average etc..

Add a Numeric Item

Press the Add button again to add a new Item

1. Click in the Group Name field and browse and select the Group for this Item
2. Type in a Description for this Item eg: Job Difficulty Ranking
3. From the Type Drop down, select Integer

This completes the Checklist setup

Defining a Signature

We now wish to specify a Signature Name entry to be used in the Style Template. 

Mobility -> Settings -> Signature Names

1. Press the Add button to add a new Signature Name entry
2. Type in a Name for this Signature entry eg: Customer
3. Type in a Description for this Signature Entry
4. Tick the Mandatory box to make this Signature a Mandatory entry to be signed prior to completing the Datasheet

This completes the Signature setup

Defining a Note

You must define a Note Name if you will be including Notes in a Style Template. The definition of the Note Name determines what (if anything) in Ostendo that note will be attached to upon return of the Datasheet. In this tutorial we will be updating the Customer History Notes and Job History Notes records in Ostendo relating to that Customer and Job. We will also Include Materials, Times and Checklist answers in those notes as well.

Mobility -> Settings -> Note Names

Press the Add button to add a new Note Name record

1. Type in a Name for this Note Name eg: Tech Notes
2. Type in a Description for this Note Name
3. Tick Copy to Customer History Notes
4. Tick Copy to Job History Notes (Scroll to the right of this screen to display further fields) 
5. Tick Include Materials in Note
6. Tick Include Times in Note
7. Tick Include Checklists in Note

This completes the Note Name setup