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Task Category and
Custom Forms
ConsolQ allows the user to configure "Task
Category" and "Custom Forms" forms based on a task category.
To create your "Task Category", in SYSTEM select "Task
categories and custom forms"
To create a Task Category simply type in the
box and submit. This allows you to create any number of task categories.
A problem associated with a call may require
multiple activities to address the issues eg. Your document centre is not
working. Tasks may involve one team member checking network status, while
another will send an email to the contracted support company.
In the above scenario, two tasks would be
required. Firstly the network status check might require a Task Category "IT
Department" - no Custom Form would be required - just a standard task would
create. The email to the service company might be categorised "External
Work Order". As this task is going to be sent to an outside company you may
want to use a custom form in the format required by that service provider.
Custom Forms allow you a great deal of
flexibility to create templates for specific purposes. (Other uses may be:
Test Records, Configuration Change, Engineering Department Request, Client
Survey, Feedback to clients. The Custom Form may be created to be sent to
another person or is extremely valuable for keeping information in a
specific form.
To create your Custom Form,
in SYSTEM select "Task categories and custom forms"
For example: You might wish to send a form
such as a "Request for quote" to an outside vendor.
Create your task category "Request for quote"
if you have not already done so. Then click on that category in the
list. You will be presented with the "Category Custom Form
Configuration" screen. This allows you to create a customizable form.
Category name can be amended - this updates
all tasks of that category.
To create your Custom Form type a "field
title" in the Add Custom Form box eg. Address, To, Request, and so on. Keep
adding as many fields you want.
When you have entered your required fields,
for each field on the Custom Form Elements list Select the field type (eg.
single line, drop down list...), Field width (characters, default = 20), and
display order.
Where you want to enter standard text on the
form such as a standard confidentiality disclaimer at the bottom of the
form, or your contact details - select "Fixed Text" and simply enter
whatever you want. (Only limited formatting is available).
"Field title" will appear on the Custom Form
that is displayed and emailed except where the field type is "Fixed Text".
Example:
For a testing checklist you might create a
long form with field titles being the name of the test performed with the
data fields a mix of Y/N check boxes and drop down lists. Once you have
selected the drop down list field option and submit - you can then create
any number of dropdown items (eg. Test passed, Test Failed, Retest
Required...)
To delete a field simply
check the cross. To reorder simply change display order number.
Once you have created your Custom Form
template - to complete the form, create a New Task, choose the appropriate
task category and submit. You will be taken back to the task screen. Then
click on the link "Activate Custom Form", complete the details and
Update. You can then email this form if you wish. Click
Email This Document.
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