Purpose: When configuring the job arrive workflow template and the job report workflow template, you will be able to utilise inputs and elements to create questions that will allow you to customize the mobile experience for your users and customers. This guide helps contextualize and explain how these inputs and elements work together.
- Once you have assigned a template to a job description, it will only apply to new jobs and diary events. The software will not alter any events created prior to the template assignment.
- If you have archived a workflow after a diary event using it has been added, the mobile user will still see those questions and will need to answer them. The questions will only be archived for events added afterwards.
- If you do not set your work templates for your specific job descriptions, the software will default to what you have set up for your job arrive signature message, job arrive on site questions, job leave signature message, and job leave questions settings.
- Portrait photos that are included on the job report will appear 90 degrees anticlockwise on the job report PDF. However, this will show correctly when the engineer views the job report on their device.
- If multiple photo input types are configured on the workflow templates, only one of the photos will appear on the job report PDF. However, this will show correctly when the engineer views the job report on their device.
- Due to the way operating systems (e.g. Mac and Windows) auto-rotate images, it is possible that photos taken and added to the workflow templates may appear in a different orientation from what they were taken in.
Configure - Questions > Add new page
- This section is the ‘Questions’ area. This area lets you add contextually specific questions that will appear on the job.
- The first option you will have is to add a new page. Once you’ve entered the page name, click ‘Save’. You won’t be able to configure any inputs until a page has been created.
Configure - Questions > Section
- The next option you will have is to set a section. Sections can be used to block off specific frames of questions you may need to use.
For example: If you wanted your engineers to gather more specific customer information from them, you could create a section called “Customer Information”, with questions such as “Is there extra contact we should be aware of?”.
- You also have the option to add a dependency to a section as well. Information about what a dependency is can be found further on in the guide.
Configure - Questions > Input Types
This setting subsection allows you to add input questions with specific context to the question. The rest of this guide will cover the specific input types available. *Note* some of these inputs will appear differently on different devices.
- Input - Allows you to label and add any input needed.
- Number - Allows you to create a listed input using numbers.
- Text area - Allows you to add a text area with descriptions as needed.
- Date - Allows the addition of dated inputs.
- Time - Allows you to add a time input.
- Toggle - Allows you to add a toggle with measurable options.
- Checkbox - Adds a single or multiple checkbox input.
- Single Checkbox - Adds a single checkbox input.
- Radio - Adds radio buttons.
- Dropdown - Adds a dropdown option.
- Input with selection choices - Allows you to select choices from an inputted question/phrase.
- Plain text - A plain text input that only allows one field entry.
- Decimal - Allows decimal reading inputs.
- Signature - Allows an input for signature creation.
- Photo - Allows a module for the addition of photos. You may limit the number here using "maximum number" (see below).
- Non-editable input - Adds an input your engineer cannot edit.
- Preset input: Yes/No - Adds an input with ‘Yes’ and ‘No’ options already configured.
- Preset input: Yes/No/N/A - Adds an input with ‘Yes’, ‘No’, and ‘N/A’ options already configured.
Configure - Questions - Input options
- When entering input types, you have options to include or exclude them from the report. Inputs may only be added to a page, and you may need to hit the ‘Add new page’ button first to be able to add inputs.
- You may add inputs by drag and dropping them from the left-hand column. You have multiple options in the add new field module:
Required: This enables an input to be required, meaning the report would not be able to be completed without the specific input being answered.
Copy onto invoice: You can copy the questions onto the invoice, where it will go into the more detailed section of the invoice, with both the questions and answers appearing. You also have to click the ‘Copy engineer feedback’ button when creating an invoice as it doesn’t display by default.
Appear on job report: You may make the inputs appear on the job report PDF your customers receive at the end of the job.
When adding an input type, this module will appear.
Configure - Questions > Input Types Additional Configurations
You will see whatever options you have for your input types reflected in the input view on the page after saving your choices. Here, you can customise additional configurations for each input type. *Note* Some of the additional configurations are only available for specific input types.
Below, you can see some additional configuration sub-options available during input sections.
- Measurements - This is the input configuration that lets you enter what you would like to measure the input by. Examples: cm, kg, °C.
- Defaults - This allows you to set an answer which will default when the input is selected. This is not meant to be a suggestion for what to answer, but rather the answer that is chosen the most often.
- Validations - This allows you to set regular expressions for ‘Input’ input types. There are two types of validations that have set expressions: ‘Email address’ and ‘Date’. There is also a ‘Custom pattern’ that allows you to set your own regular expression, most often used by developers.
- Dependencies - Dependencies are questions that when answered may trigger an input. Inputs that have dependencies will not appear on the app until the dependency has been activated. Example: If you have a question set as “Is there mould or mould-like damage present?” and the engineer answers yes, you may have a dependent question that will trigger asking “Have you done a visual or in-depth mould screening?”. You are not able to create a dependency for a page.
- Maximum Number - This is only available within photo inputs. This allows you to set the max number of photos the input can have added. This is a great way to minimize data usage. There is a maximum value of 3.
- Delete - This allows you to delete the input, after confirming the deletion.