Job definition - page item (create/amend)

Add an item to a page

Page items are created by clicking the 'Add item' button.

This will open a screen where a type of item (see below) can be selected along with appropriate text to guide the office user into entering the information required.

Click here for more information on Jobs, Job definitions and creating job definitions.

How job definitions affect device users

Main

*Description

A descriptive text to identify this item. This may or may not be displayed on the report, job or device so be aware of how it may look to a customer or user. It will also be the way in which the item to which it is attached will be identified within a list, both for setup/maintenance and when selected on a device or report list, so it will need to be specific. For instance, it may be useful to use a date to differentiate between an old and a new version, or to use a location or customer name if a form or action is used solely for that purpose.

*Item type

Select the item type you wish to include

Text - Normal text box, single or multi-line with adaptable width.
List - Drop-down list - make sure that the required list is also selected in the next prompt.
Date - Date entry field.
Table - If this item is selected, it is essential that the details in the table tabs are also completed.
Customer-wide contact - Select this for a list of these contacts.
Location contact - Select this for a list of these contacts.
Customer-wide and location contact - Select this for a list of both of these types of contacts.
Customer-wide contact (alternate customer) - Select this item to allow use of the alternative customer scheme.
Phone number - Select this item to add a free text phone number to the job. This can be used to dial out from a suitable device.
Customer - Select this item to add a prompt for alternative customer.
Auto-generated value/number - Generates a value (usually job number) which can be amended/overwritten by administrator.
Display-only information (not saved) - This is where ‘office notes’ would be displayed. Specify by using the Format/value of auto-generated item prompt under the Advanced tab. Other attributes can also be output using Standard attribute variables.

List name

Select a list from the drop-down list. For more information on creating lists click here

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.

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.

Clear during batch entry?

If a 'Save and add new button' is enabled a series of jobs can be added quickly. Under normal circumstances the main job data (Customer, Location, etc) is carried between jobs. Any items that have this box ticked will be cleared between jobs. For example, customer, location, date, etc may stay the same for a number of jobs, along with a description of 'Annual service' and 'Machine type' but the Machine Number will be different.

Other tabs

The links below go to help pages for the different tabs.

Lists

Create list

Concepts

Concepts - Jobs

Concepts - Job definitions and templates