These are a number of data import rules that apply to importing Checklist questions that you should be aware of:
|
Field Name |
Description |
Data Rules/Values |
|---|---|---|
|
Name |
The name of the question |
Free text field with character limit of 255 characters |
|
Type |
Select the type of answer you expect from the question, depending on what you select you may need to complete additional columns |
Short Text Long Text Single Select Multi Select Numeric Date Time URL Attachments Address Scale Hierarchy Instructions Signature Yes/No |
|
Instructions |
Enter the instructions for the question that you wish to see on the Checklist |
Free Text |
|
Category |
Select the question category the question belongs to. |
Question categories are set up by the administrator. If you leave this blank, it will remain uncategorised. |
|
Answers |
Single or Multi-select values |
Enter values of the single select or multi-select field, separated by commas. |
|
Answer Colour |
The colour for the answer if the display type is buttons |
Enter the colours hex value separated by a comma. Eg. #CD5C5C, #0d4eb8, #0d4eb8 |
|
Display Type |
Type of display for single or multi-select fields |
Dropdown Check Boxes (for multiselect field values) Radio Buttons (for single select field values) |
|
Display Columns |
How many columns should the single or multi-select values appear in. This is only relevant where Check Boxes or Radio Buttons have been selected. |
1,2,3,4,5,6 etc. |
|
Lookup type |
If this question goes to either the Entities, Contacts of Location database – type in the name of the database that needs to be accessed. |
Location Entity Contact User Business Unit Program Folio |
|
Scale 0 to |
Only for Scale based questions, the end point of the scale (eg; type in 5 for a scale of 0 – 5) |
Default value is 5 – any other numeric value (other than 0) is acceptable. |
|
Scale Step |
A value of 1 in a scale of 0 = 5 will mean the user can select 0, 1,2,3, 4,5 as permissible answers. If the value is set as 5, then only 0 to 5 can be selected. |
1, 2, 3, 4, 5 ,etc |
|
Scale Default Response |
If no response is selected, what should be the default selection. The Scale Start will mean 0, the end will be maximum value. |
Scale Start Scale End |
|
Is Currency |
Answer yes if it is currency, otherwise leave blank |
yes |
|
Is Percentage |
Answer yes if it is percentage, otherwise leave blank |
yes |
|
Decimal Places |
Default if this is left blank is 0. |
0,1 or 2 |
|
Evidence/Comments |
This field allows users to hide the Evidence and comments fields on a per question basis. If this has already been turned off for the whole checklist, the field must remain blank.
|
yes no |
|
Can Add Actions |
Whether the user filling in the checklist will be able to add actions to the question. |
Yes No |
|
Mandatory |
Whether or not the checklist question is mandatory. |
Yes No |
|
Section |
The name of the section you want the field to appear in, This can be a new section or an existing section on the template. |
Section Name |
|
Table |
The name of the table you want the field to appear in, This can be a new table or an existing section on the template. |
Table Name |
For Indicator Questions the following import rules apply:
|
Field Name |
Description |
Data Rules/Values |
||||
|---|---|---|---|---|---|---|
|
Is Indicator |
Is the question an indicator quesion |
Yes No (empty defaults to no) |
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|
Score |
The score for each answer of the single/multi select question. |
Each score should be separated by a comma, and should match your answers in the Answers column. Eg
Will result in Sydney having a score of 1, Melbourne’s score being 3, Canberra being 4 and so on. You can also write the text "No Score" for any answer that does not require a score in lieu of a score |
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|
Max Score |
If you want to set the max score for the question, set it up here. |
Enter a numeric value. |
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|
Threshold - Red |
The rule to determine if the question falls into the red threshold |
If the red threshold should be that all scores under 5 are red < 5 If the red threshold should be that all scores over 10 are red >10 |
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|
Threshold - Red - Comments Required |
If the score is in the red threshold is the user required to provide a comment |
Yes No |
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|
Threshold - Amber - Comments Required |
If the score is in the amber threshold is the user required to provide a comment |
Yes No |
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|
Threshold - Green |
The rule to determine if the question falls into the green threshold |
If the green threshold should be that all scores under 5 are red < 5 If the green threshold should be that all scores over 10 are red >10 |
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|
Threshold - Green - Comments Required |
If the score is in the green threshold is the user required to provide a comment |
Yes No |