Activity Results Templates

Activity Results Templates provide templates for collecting the results of activities performed by employees. When stopping an activity, employees will be prompted for results when an activity results template has been associated with that activity.

Note: Activity Results Templates can be configured to have up to two levels. When an employee stops an activity configured with a two level activity results template, they will be prompted to enter results for the activity at the first level and will then be prompted to enter additional results at the second level based on the results that were entered at the first level.

Managing Activity Results Templates

To create an Activity Results Template:

    1. Navigate to Application Setup > Activities Setup > Activity Results Templates.
    2. Click Create .
    • To edit an Activity Results Template, select the template and click Edit .
    • To delete an Activity Results Template, select the template and click Delete .
    1. At the prompt, click Yes.
    2. Complete the following fields:
      1. Name
      2. Description
      3. System Defined (Yes or No)
    3. Click Save .

(Optional) Managing Steps in an Activity Results Template

You can choose to add steps to an Activity Results Template. There are two step types:

  • Decision: Use this step type when prompting a user to with a results question that requires them to select from pre-defined answers, or when prompting a user to enter results that require two levels of information to be provided. For example, An employee might be prompted to enter which color paint they used and be given a list of options (Green, Blue, Yellow) at the first level. If the employee reports using blue at the first level, they could then be prompted to enter the shade of blue (Royal, Navy) at the second level.
  • Field Definition: Use this step type when prompting a user to enter results that require only one level of information to be provided. For example, an employee might be prompted to enter the number of paint coatings applied during the duration of their time spent painting.

(Optional) Adding a Field Definition Step

  1. Under the Steps header, click Create Field Definition.
  2. Complete the following fields:
    1. Enter a Prompt for the step. For example: "Number of coatings?"
    2. Choose a Field Definition from the drop down.
    3. Field Definitions must be pre-defined. See Field Definitions and Result Codes for more information.(Optional) Choose an Entry type from the drop down: Hidden, Optional, Required, or Read Only.
    4. (Optional) Indicate whether the step is prompting for Initial Results.
    5. (Optional) Select an Input Source.
  3. Click Save .

(Optional) Adding a Decision Step

  1. Under Steps, click Create Decision.
  2. Complete the following fields:
    1. Enter a Prompt for the step. For example: "Coating Color?"
    2. Choose a Field Definition from the drop down.
    3. Field Definitions are pre-defined. See Field Definitions and Result Codes for more information.(Optional) Choose an Entry type from the drop down.
    4. (Optional) Indicate whether the step is prompting for Initial Results.
    5. (Optional) Select an Input Source.
  3. Click Save .

(Optional) Adding a Second Level to a Decision Step

  1. Under the Steps header, select a step that has been configured with the Decision step type. The Decision Answers section populates.
  2. Under the Decision Answers header, select the answer you would like to add a second level to.
    Note: Decision Answers are pre-defined and correlate with the Field Definition chosen when creating the Decision step. See Field Definitions and Result Codes for more information.
  3. Under the Decision Answer Steps header, click Create.
  4. Complete the following fields:
    1. Enter a Prompt. For Example, "Shade of Blue?"
    2. Choose a Field Definition from the drop down.
    3. (Optional) Choose an Entry type from the drop down.
    4. (Optional) Enter a Default Value.
    5. Enter a Step Length.
      1. (Optional) Match Step Length.
    6. (Optional) Choose a Validation type from the drop down.
    7. (Optional) Choose an Input Source from the drop down.
  5. Click Save .