DISPOSITION

This guide will walk you through the steps to access and utilize the Master Parameters module within the Workflow Design platform, specifically focusing on creating a Question Set (Disposition).

Precondition

The user should be logged in with valid credentials.

  • Can See Workflow Design Left Menu
  • Can Create Disposition
  • Can Edit Disposition
  • Can Delete Disposition

Accessing the "Disposition" Form

Step 1: Click on "Workflow Design".

Step 2: Click on "Master Parameters".

Step 3: Click on "Disposition".

(Located at the top right corner)

Step 4: Click on the "Add Disposition" button.

A form will appear.

STEPS FOR DISPOSITION

Step 5: Fill out the "Disposition" form.

DISPOSITION FORM

Question Set

Step 6: Enter the name of the question set in the text box.

  • The Question set can have multiple sections.
  • Each section includes settings and a delete option.

Section Settings

When the user clicks on the Settings icon, a form appears with customization options.

DISPOSITION QUESTION SET

  • Section: Input field where the user specifies the section name.
  • Section Remarks: Input field for additional remarks or notes about the section.
  • View: Choose between Normal View or Table View.
    • Normal View: Questions displayed in a straightforward list or block format.
    • Table View: Questions displayed in a table format with customizable columns.
  • Is Conditional: Toggle option to set whether the section is conditional.
  • Is Relative Dropdown Parent: Toggle option to determine if the section is a relative dropdown parent.

Delete Section

You can delete unnecessary sections if not required.

Select Question Type

Users can add questions to each section. Each section can accommodate any number of questions. The available question types are as follows:

1. Label

If the user selects "Label," it will be highlighted in green.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Fetch From Data: Toggle to fetch data from an external dataset.
    • Select the dataset and column from the dropdown menus.
  • Measurable Parameter: Dropdown menu to select the Parameter.

2. Multiple Choice

If the user selects "Multiple Choice," it will be highlighted in green.

Users can add multiple options for the question.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Fetch From Data: Toggle to fetch data from an external dataset.
    • Select the dataset and column from the dropdown menus.
  • Measurable Parameter: Dropdown menu to select the Parameter.

3. Short Answer

If the user selects "Short Answer," it will be highlighted in green.

Users can add any text-based response.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

4. Drop Down

If the user selects "Drop Down," it will be highlighted in green.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Fetch From Data: Toggle to fetch data from an external dataset.
    • Select the dataset and column from the dropdown menus.
  • Measurable Parameter: Dropdown menu to select the Parameter.

5. Relative Drop Down

If the user selects "Relative Drop Down," it will be highlighted in green.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

6. File Upload

If the user selects "File Upload," it will be highlighted in green.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

7. Radio Button

If the user selects "Radio Button," it will be highlighted in green.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

8. Date

If the user selects "Date," it will be highlighted in green.

Users can select a specific date via the calendar icon.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

9. Time

If the user selects "Time," it will be highlighted in green.

Users can select a specific time via the clock icon.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

10. Text Box

If the user selects "Text Box," it will be highlighted in green.

Users can add any text-based information.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

11. Relative MultiSelect

If the user selects "Relative MultiSelect," it will be highlighted in green.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

12. System Mapping

If the user selects "System Mapping," it will be highlighted in green.

  • Required: Toggle option to make the question mandatory.
  • Escalated Field: Toggle to indicate if the question is part of the escalated stage view.
  • Measurable Parameter: Dropdown menu to select the Parameter.

Step 7: Save or Cancel

  • Save: After filling out the necessary fields, click the "Save" button.
  • Cancel: Click the "Cancel" button to clear the form and cancel the process.

View and Search Disposition Set

  • View Created Disposition: After creating the Disposition set, it will appear along with Remarks, the Created On date, and the Status.
  • Search for a Specific Disposition: Use the search bar to find a specific Disposition set.

CREATED SEARCH DISPOSITION

Manage Disposition: Actions

DISPOSITION ACTION

1. Delete

  • To delete, locate the Delete (🗑️) icon next to the field you want to remove.
  • Click on the icon to permanently delete the field from the question set.

2. Edit

  • To edit, click the Edit (✏️) icon next to it.
  • The field will switch to edit mode, allowing you to modify the content.
  • After making changes, click Save to update the field.

3. Independent Dropdown

  1. Click the Cloud Icon (📤):

    • A window opens listing all dropdown/multi-select questions from the non-measurable set. DISPOSITION UPLOAD

  2. View Questions from Measurable Set:

    • The next window lists all relevant questions from the measurable set.

  3. Export Sample Format:

    • Select the specific question you want to upload data for.
    • Click "Export Sample Format" to download a pre-formatted Excel template.

  4. Fill Excel Sheet:

    • Enter your dropdown options in the downloaded Excel file.

  5. Upload the File:

    • Drag and drop the Excel sheet into the upload area.

  6. Click Save:

    • Finalize the upload by clicking the Save button. Your dropdown options are now added.

4. Relative Dropdown

These are linked dropdowns where the options in one depend on another (e.g., Country → State → City).

Steps:

  1. Click the 4th Cloud Icon (📤):

    • Opens the upload window for relative dropdowns. DISPOSITION UPLOAD

  2. Upload Form Appears:

    • A form titled "Upload Relative Options" opens.

  3. Configure the Form:

    • Use the toggle to delete existing options (if needed).
    • Select the LEVEL 0 Question (e.g., Country).
    • Add additional levels like LEVEL 1 (State) or LEVEL 2 (City) as needed.

  4. Export Excel Template:

    • Click "Export Excel" to download a structured template for your dropdown hierarchy.

  5. Fill in the Excel File:

    • Enter values for each level, maintaining parent-child relationships.

  6. Drag and Drop Excel:

    • Upload the completed Excel by dragging it into the form.

  7. Click Upload Excel:

    • A success message confirms your upload.

  8. Cancel (Optional):

    • Click Cancel to stop the process and clear the form.