Administrator Guide 2017
Barcode

            

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Barcode is for scanning in barcodes that are not related to a database list. 

Main

Main screen for creating/amending a barcode list
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*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
Mandatory

Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

Store name to validate against This is a temporary store of barcodes that have been used to prevent re-use of the same barcode on the same day.  It is stored on the device under the name entered here - this means that a different .
Use pure Code 128 Tick this box to use this format of barcode.  If unticked, the barcode reader will fail to read all of the lines.

Formatting

Formatting a barcode list.
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Full screen width

This option is usually used in conjunction with multi-line text boxes, giving the user a full-width long text box in which to enter information. This value overrides any formatting set for the section.

Additional display items

Additional display features of a barcode list.
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Additional details to display (advanced)

            

Enter the details to display.  These can be text (such as "Select the amount closest to that required" - without quotes) or a list attribute (eg %!expandedText%, or both (eg Your selection means that %!expandedText%).

For example:

Make: %!asset_Make%
Model: %!asset_Model%
Serial no: %!asset_SerialNo%
Hoist make: %!asset_HoistMakeModel%
Hoist model: %!asset_HoistModel%
Hoist serial no: %!asset_HoistSerial%

Advanced

Advanced features of a barcode list.
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Match to job item

The job item selected here will hold the number of barcodes that are expected for this job. 

For example, if 5 parcels are to be delivered to an address, the number 5 will have been entered when creating the job so it is expected that 5 barcodes will be scanned here.

Auditor's notes

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

Full question (for report)

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

Cross reference

This field is output on reports to cross-reference the information with any relevant legislation etc.

Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data to be collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

Show all choices on report
Allow multiple results for this field?

If you wish to have the capability of entering more than one “answer” to a question then you can use this field. If it is checked/ticked then a button will be displayed allowing further responses to be input. The text shown on this button can be specified (see below).
If the number of possible responses is unpredictable then this option is useful. However, it is often simpler to create, say, 3 pre-set items in which the user can enter their data.

Text on button for adding additional results

This option is used in conjunction with “Allow multiple results for this field” and specifies the text shown on the button (for example, “Add response” or “Another value").

Item flag

Template item flags are used to apply display classes to template item in a consistent and efficient way.  They are set up in a system list called Template item flags and might be given names such as Danger so the text appears in red, Disclaimer for smaller text, Long answer to give extra space to the answer.  This means that changing the display class can be done in one place rather than on all template items.

*Unique name

A unique name must exist for everything in a magic5 template.  It is so important that magic5 pre-fills the prompt with a non-meaningful name which it will use by default.  This does not need to be changed.

However, if the data associated with the unique name is to be used elsewhere (for example as part of a calculation, imported or exported, or carried over to a new job), it is helpful to use a meaningful name (such as RefNo, QuantityOrdered, ItemTotal, ContactName, ReasonForReferral) and this meaningful name must be entered before the template is used with real data.

If the unique name is changed at a later date, existing data will not be lost but it may no longer be accessible by magic5, in which case it cannot be displayed, used in calculations or exported.  It is therefore recommended that this is done only as a last resort and that the original template is duplicated before changes are made - this means that existing data can still be retrieved if necessary.  If in any doubt, please contact magic5 support for the best way to deal with this.

Display conditions (advanced)

Display conditions for a template item.
Display conditions that can be applied to a template item.

Display conditions that can be applied to a template item.

Only show when the following condition is true (1)-(4) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
For more help on using Display Conditions view the how-to guide.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.
See Also