What is a Predefined Entry?
Predefined entries allow you to set up predefined questions / answers in your system, making it easier for everyone to add data to your dataset!
For example, in your Circulation Stats dataset, you may get the question "Where is the bathroom" about 500 times / day. Who wants to type that in / choose standard responses every time you go to add it to your dataset?? No one! That's who.
So, reduce those barriers to data entry. :)
Add predefined questions and select certain default answers. Then all your staff has to do is choose that answer, fill out the rest of the answers / change anything that differs from the standard answer, and click Submit!
Note: Only Admin level users can create predefined entries, though everyone can use them.
Adding Records Using Predefined Entries
- Click the circular arrows icon next to the "Question" (or whatever you named it) field. The first one at the top. ;)
- Click the drop down and select a question.
- The form will automatically populate any predefined selections.
Fill out the rest of the fields as needed.
Change any predefined selections as needed.
- Click Submit or Submit & Clear.