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If you have to periodically check something, for example the maintenance of a machine or the effectiveness of a management measure, you can use a task schedule for this.You can create a task schedule for completing question lists. In this training we show you the possibilities.
You can check or review completed question lists, for example because you are ultimately responsible for an audit carried out through the question list.It is possible to make general or question-specific comments for completed question lists. The person who completed the question list will receive the comments back and may make adjustments to the completed question list. In this training we explain how that works.
In a situation where several fillers have to complete the same question list, you can use a survey study.Think for example of a question list in which various departments fill in a section or a question list in which various specialists fill in a section.In this training we explain how to make such a survey study.
In a question list you sometimes want to ask certain follow-up questions depending on an answer to a question.For example, you can ask whether someone is satisfied and then ask other follow-up questions for a ‘satisfied’ answer than for a ‘dissatisfied’ answer.In the question list design, the function ‘conditional questions’ is available for this. In the article below we explain how this function works.
If you issue a question list to external persons via a survey study, you cannot have the ‘organization unit’ field completed.By linking the answers of a multiple choice question to organization units, you can still let the filler choose an organization unit and thereby make your reporting at the level of organization unit, You can read more about it in this article.
In ‘Application management’ you will find various management components for Cases. You can determine which users have rights for each part via 'Central permissions'. We explain how you do that and what you can do with each part in this training.
Public filters for CasesTutorial
In the list of cases you can use filters. For commonly used filters used by multiple people, you can create ‘public filters’.In addition, public filters are also used when creating diagrams about cases on the Dashboard of a portal.We explain how to make a public filter in this training.
If you have a form that you want to have completed by external persons, you can use ‘mobile forms'.You can then make the form available on your website, for example, via a link.In this training we explain what the possibilities are and what you have to do for that.
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