10.2 Add, Edit, Duplicate, Delete & Reorder Items

Add An Item

From the ‘Manage Surveys / <Survey Name> and then section header screen, click on the box that says, ‘ Start typing its name’. Type in an item name and click enter. The section will be added to the bottom of the item list.


Edit An Item

  • Click on the item name (or click on the pen icon to the right of the item name). The item and any associated questions will be shown.

Changes -Remember to click ‘save item’ once you have made your change(s)

  • Click on the item name to update/ edit the item name.
  • Click on the description to update/edit the item description.
  • Click a ‘Repeatable’? Yes or No circle. ‘Yes’ will enable a surveyor to duplicate this item and all its associated questions during a job. ‘No’ will stop a surveyor from duplicating this item and all its associated questions during a job.
  • Click the tags box to add a term that will help with reporting this item
  • Click the upload icon to upload item images that will be shown during a survey to help a surveyor identify the item. Images are optional. Click the bin Icon next to any item Images that need to be deleted.
  • Click on Icon to the left of ‘click on Icon to edit’ to edit the icon. A new box opens that says, ‘ Search for an icon’. Enter an icon name – none, one or more icon matches will appear. Click on an Icon to select it. Click on ‘save changes’. Try alternate icon terms if needed. Click ‘Close’ to exit.

 

N.B. There are hundreds of icons so it can sometimes be easier to explore them on their native site to find the best icon match and term.

https://iconscout.com/unicons/explore/line

 

Duplicate An Item 

Click the ‘two overlapped objects’ icon next to an item.

The item is duplicated (with all its questions). The new duplicated item is called the same as the original item, but with a ‘copy of’ appended in front.

If you want to change the name of the new duplicated item, click the duplicated item’s name.

The appropriate item header appears.

Type the new item name in the title box, then click the orange ‘save item’ button to save your changes.


Delete An item

 

Click the bin icon next to an item.


Reorder Items

Click and drag the six dots to the left of an item and move the item to a new position in the item list.