Administrator Guide 2017
Job definition - amend device lists

Device lists allow the device user to see what a job entails before opening the form.  This might be useful for organising a route, procedure or workforce.

There are three types of work list based on the job definition, all of which are set up in the same way:

  • Work list (device)which shows the jobs that have been allocated to the device user
  • Work list forms (device)which shows the forms that are related to the currently selected job
  • Batch sign off list (device)which shows the reports that are ready to be signed up in a batch. 

App Work List option

This drop-down list is only available on Work list (device) and allows a specific job definition (type) to be given a separate menu item (for example showing SHE alerts separately from normal jobs, or separating out deliveries and collections).

It is also possible to separate user and group jobs.  For example, if some jobs are allocated to individuals and some to teams the user can see which they have to do and which are team responsibilities.

Custom work list specification for column 1

(this is the same for columns 2 and 3)

Available in all device lists, this prompt is used to define what will be shown to the user so they know what the job, form or report contains without having to open it.  A full how-to guide is available here but a summary of what can be used is shown.

The image shows

  • standard items such as dates, customers and locations
  • items included in the job, form or report
  • attributes of items such as lists, users, locations and customers
  • simple formatting

It is also possible to use conditions to display particular items in particular circumstances.  Check the how-to guide for how to do this.  This is particularly useful for batch sign off to draw the signatory's attention to particular issues.

Example of Standard, job items and attributes

Example of Standard, job items and attributes

Conditional display of page, section and item result

Conditional display of page, section and item result

Width (%)

(this is the same for columns 2 and 3)

 

Enter a number to indicate how wide the column should be.

See Also