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Edit | Configure WorkApps

You can get WorkApps from the Wooqer Marketplace or create your own. Thereafter, you can edit or reconfigure the WorkApp for the first launch or any time subsequently. Use the following steps to edit or (re)configure your WorkApp:

Some configurations cannot be changed once data is received, in order to protect sanctity of data already received. In such scenarios, you may need to create a copy of the WorkApp and make changes there.

Edit Data Collection App

Logon your Wooqer and go to Manage >> Process

Edit App

1. Go to the App you wish to Edit. Use the Search box to find if needed.

2. Make sure that the status is ‘Inactive’ Click on the ‘change’ button to inactivate if needed

3. Now click on the ‘Edit’ icon. It is visible only for inactive WorkApps

A.  Edit Section(s)

1. Add New Section

2. Remove a Section

3. Rename a Section

B. Edit Sub Section(s)

1. Add New Sub-section

2. Remove Sub-section

3. Rename Sub-section

C. Task(s)

1. Add a New Task. Learn more about Tasks (Questions)

2. Remove a Task

3. Edit a Task. Learn more about Tasks (Questions)

You can change Task text, Task type, Response (Answer) options and Advanced options

4. Edit Question Properties. Learn about Question Properties

D. Rearrange to change order of Sections / Subsections or Tasks

1. Click on Rearrange

2. Click on the + icon to expand or - icon to collapse a section / sub-section

3. Click on the arrows to move an element up or down (To move across sections/ sub-section, delete and add again)

4. Click on 'Save' to save your changes

5. Click on 'Preview' to see the change that you have made

 

Click on 'Edit Properties' to go to edit App Properties

Click on 'Edit Properties' on the Build/Edit Template screen to start editing App properties

PropertyMandatoryEditabilityDescription
Process NameYesChange any time You can change the name of the WorkApp.  The name can be upto a maximum of 25 characters
Process ObjectiveYesChange any timeAs new people access this WorkApp to submit information, the objective helps them understand the purpose giving them context to start using the WorkApp.
InstructionsChange any timeAdd instructions for new users to understand how to use the WorkApp
Coverage

Can change coverage type till first submission

Can add more coverages any time

Can remove coverage till data is received against it

"Coverage" defines the index entity against which data is stored and maintained on Wooqer. User submitting data or accessing reports may change over time, but the index entity to which the data is linked is perpetual. You can choose from Cities, Units, Modules, Users, Process, Resources and Others. Remember to click on 'Select ' after choosing the Coverage type. Coverage cannot be changed once data is received.
OccurrenceYesCan change till first submissionConfigure whether the Process is going to be "One time" or "Recurring". Occurrence cannot be changed once data is received.
TimezoneYesChange any timeSelect the Time zone in which the process shall be run/ managed from. Cut-off time will be calculated as per this time zone.
PeriodicityYesCan change till first submissionThis field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency. Periodicity cannot be changed once data is received.
Cut off

Has a start time: Defines the earliest that this process can be accessed and data submitted by users within the given period.

Cut off: Use this to define the cut-off for the process and track whether the submission happened in time. Leaving it blank makes the end of the chosen period as the default cut-off.  Reminders get scheduled against the defined cut-off or the end of the chosen period

Geo Location

VAS*

Available only when coverage is ‘Store’ or ‘Unit’

By invoking this option, you can enable geo-tracking and/ or geo-fencing on the process, i.e. define that submissions should be made from within the location and whether a submission cannot be made from outside the perimeter or can be made but will be reported as non compliant.  To use this feature meaningfully, make sure that you have mapped the Latitude and Longitude of all your Business units during Unit creation

Enable Data EditThis does not by default make all fields editable in the process but enables an Edit option on all Tasks within the process
DuplicatesThe default setting on Wooqer is that only one submission can be received against a given coverage in a given period. Enabling duplicates allows more than one person to make a submission on the same coverage within the same period. For example: if the coverage is 'Unit', the periodicity - 'Monthly' and the process- a 'Unit audit' is assigned to both the Area Manager and Regional Manager of the unit, then both can audit this unit once in the same month. In such a scenario, you have an option to get a summary report with average, individual scores, lowest or highest score. Duplicates cannot be disabled once data is received.
Only Camera EvidenceBy enabling this option, you can disable all attachment options on the entire process, except live pictures clicked from the camera. Leave this blank if you would prefer to make this choice at an individual Task level within process.
Multiple records The default setting on Wooqer is that only one submission can be received against a given coverage in a given period. By enabling Multiple records, you can allow multiple users to make multiple submissions for the same process within the same period, removing all restrictions. Multiple records cannot be disabled once data is received on the process.
End DateYour Wooqer processes are perpetual in nature and can be deactivated any time you desire. However, for short lived processes, you have an option to pre-define the End date. The process will be automatically deactivated on this date. You will have an option to change the End date and reactivate the process if desired.
Group CodeYesYou can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field. If you leave this field blank, the process will by default end up in a default group called 'Others'. Group code cannot be changed once data is received on the process.

'Save' the Properties and go on to activating the process with the changes

You can assign the App or share reports with more people or withdraw / change access to existing assignees/ report viewers

Your WorkApp can have 3 types of participants:

1) Assignees - All users who you 'Assign' the App to, are called assignees. Assignees participate by submitting information on the App

2) Report viewers - People who you 'Share' the report with can see data submitted by 'Assignees' for 'Coverages' for which report has been shared with them

3) Actioners - If you have enabled the 'Requires Action' property on your process to convert it into a workflow, the Assignee will submit the information to an 'Actioner' who would need to review the information and take further action on it.

Click here to learn how to add Assignees and Share reports with more people

Following are steps to withdraw submission or report access from existing assignees/ report viewers

Click on 'Assignees' to see current assignees and unassign

  • Click on 'Auto-Unassign' to unassign in bulk
  • Click on the number of coverages against a name to see coverages assigned to the user. Clear all or uncheck specific coverages to unassign

Click on 'Shared' to see current report viewers

  • Click on 'Auto-Unassign' to unshare in bulk
  • Click on the number of coverages against a name to see coverages for which this user can see reports. Clear all or uncheck specific coverages to unshare reports for those.

Edit Audit App

Logon your Wooqer and go to Manage >> Process

Edit App

1. Go to the App you wish to Edit. Use the Search box to find if needed.

2. Make sure that the status is ‘Inactive’ Click on the ‘change’ button to inactivate if needed

3. Now click on the ‘Edit’ icon. It is visible only for inactive WorkApps

A.  Edit Section(s)

1. Add New Section

2. Remove a Section

3. Rename a Section

B. Edit Sub Section(s)

1. Add New Sub-section

2. Remove Sub-section

3. Rename Sub-section

C. Question(s)

1. Add a New Question. Learn more about Questions

2. Remove a Question

3. Edit a Question.

You can change question text, question type, answer options, answer weightages

4. Edit Question Properties. Learn about Question Properties

5. Change Question weightage.

The audit score calculation runs as follows:

(Answer score for chosen answer option / Maximum answer option Score) X Question weightage

Example: Assume that Question weightage is 10 and answer option weightages are Option 1 : 5, Option 2: 3, Option 3: 1. Now if the assignee selects Option 2, the score is (3/5)*10 = 6, If assignee selects Option 3, the score is (1/5) X 10 = 2

D. Rearrange to change order of Sections / Subsections or Questions

1. Click on Rearrange

2. Click on the + icon to expand or - icon to collapse a section / sub-section

3. Click on the arrows to move an element up or down (To move across sections/ sub-section, delete and add again)

4. Click on 'Save' to save your changes

5. Click on 'Preview' to see the change that you have made

 

Click on 'Edit Properties' to go to edit App Properties

Click on 'Edit Properties' on the Build/Edit Template screen to start editing App properties

Property

Mandatory

Editability

Description

Process Name

Yes

Change any time

 You can change the name of the WorkApp.  The name can be upto a maximum of 25 characters

Process Objective

Yes

Change any time

As new people access this WorkApp to submit information, the objective helps them understand the purpose giving them context to start using the WorkApp.

Instructions

Change any time

Add instructions for new users to understand how to use the WorkApp

Coverage

Can change coverage type till first submission

Can add more coverages any time

Can remove coverage till data is received against it

"Coverage" defines the index entity against which data is stored and maintained on Wooqer. User submitting data or accessing reports may change over time, but the index entity to which the data is linked is perpetual. You can choose from Cities, Units, Modules, Users, Process, Resources and Others. Remember to click on 'Select ' after choosing the Coverage type. Coverage cannot be changed once data is received.

Occurrence

Yes

Can change till first submission

Configure whether the Process is going to be "One time" or "Recurring". Occurrence cannot be changed once data is received.

Timezone

Yes

Change any time

Select the Time zone in which the process shall be run/ managed from. Cut-off time will be calculated as per this time zone.

Periodicity

Yes

Can change till first submission

This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency. Periodicity cannot be changed once data is received.

Cut off

Has a start time: Defines the earliest that this process can be accessed and data submitted by users within the given period.

Cut off: Use this to define the cut-off for the process and track whether the submission happened in time. Leaving it blank makes the end of the chosen period as the default cut-off.  Reminders get scheduled against the defined cut-off or the end of the chosen period

Geo Location

VAS*

Available only when coverage is ‘Store’ or ‘Unit’

By invoking this option, you can enable geo-tracking and/ or geo-fencing on the process, i.e. define that submissions should be made from within the location and whether a submission cannot be made from outside the perimeter or can be made but will be reported as non compliant.  To use this feature meaningfully, make sure that you have mapped the Latitude and Longitude of all your Business units during Unit creation

Enable Data Edit

This does not by default make all fields editable in the process but enables an Edit option on all Tasks within the process

Duplicates

The default setting on Wooqer is that only one submission can be received against a given coverage in a given period. Enabling duplicates allows more than one person to make a submission on the same coverage within the same period. For example: if the coverage is 'Unit', the periodicity - 'Monthly' and the process- a 'Unit audit' is assigned to both the Area Manager and Regional Manager of the unit, then both can audit this unit once in the same month. In such a scenario, you have an option to get a summary report with average, individual scores, lowest or highest score. Duplicates cannot be disabled once data is received.

Only Camera Evidence

By enabling this option, you can disable all attachment options on the entire process, except live pictures clicked from the camera. Leave this blank if you would prefer to make this choice at an individual Task level within process.

Multiple records 

The default setting on Wooqer is that only one submission can be received against a given coverage in a given period. By enabling Multiple records, you can allow multiple users to make multiple submissions for the same process within the same period, removing all restrictions. Multiple records cannot be disabled once data is received on the process.

Hide Question tag

Use this to decide whether you want to show Questions tags to the user when filling the audit, or keep them only visible in reports, reducing clutter/ distraction for the auditor.

End Date

Your Wooqer processes are perpetual in nature and can be deactivated any time you desire. However, for short lived processes, you have an option to pre-define the End date. The process will be automatically deactivated on this date. You will have an option to change the End date and reactivate the process if desired.

Maximum Score

You have an option to predefine a Maximum score as you start mapping your process on Wooqer. You will not be able to activate the process if the actual score is different from this Maximum score.

Group Code

Yes

You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field. If you leave this field blank, the process will by default end up in a default group called 'Others'. Group code cannot be changed once data is received on the process.

'Save' the Properties and go on to activating the process with the changes

You can assign the App or share reports with more people or withdraw / change access to existing assignees/ report viewers

Your WorkApp can have 3 types of participants:

1) Assignees - All users who you 'Assign' the App to, are called assignees. Assignees participate by submitting information on the App

2) Report viewers - People who you 'Share' the report with can see data submitted by 'Assignees' for 'Coverages' for which report has been shared with them

3) Actioners - If you have enabled the 'Requires Action' property on your process to convert it into a workflow, the Assignee will submit the information to an 'Actioner' who would need to review the information and take further action on it.

Click here to learn how to add Assignees and Share reports with more people

Following are steps to withdraw submission or report access from existing assignees/ report viewers

Click on 'Assignees' to see current assignees and unassign

  • Click on 'Auto-Unassign' to unassign in bulk
  • Click on the number of coverages against a name to see coverages assigned to the user. Clear all or uncheck specific coverages to unassign

Click on 'Shared' to see current report viewers

  • Click on 'Auto-Unassign' to unshare in bulk
  • Click on the number of coverages against a name to see coverages for which this user can see reports. Clear all or uncheck specific coverages to unshare reports for those.

Edit Checklist App

Logon your Wooqer and go to Manage >> Process

Edit App

1. Go to the App you wish to Edit. Use the Search box to find if needed.

2. Make sure that the status is ‘Inactive’ Click on the ‘change’ button to inactivate if needed

3. Now click on the ‘Edit’ icon. It is visible only for inactive WorkApps

A.  Edit Section(s)

1. Add New Section

2. Remove a Section

3. Rename a Section

B. Edit Sub Section(s)

1. Add New Sub-section

2. Remove Sub-section

3. Rename Sub-section

C. Question(s)

1. Add a New Question. Learn more about Questions

2. Remove a Question

3. Edit a Question. Learn more about Questions

You can change question text, question type, answer options, correct answer and Advanced question properties

4. Edit Question Properties. Learn about Question Properties

D. Rearrange to change order of Sections / Subsections or Questions

1. Click on Rearrange

2. Click on the + icon to expand or - icon to collapse a section / sub-section

3. Click on the arrows to move an element up or down (To move across sections/ sub-section, delete and add again)

4. Click on 'Save' to save your changes

5. Click on 'Preview' to see the change that you have made

 

Click on 'Edit Properties' to go to edit App Properties

Click on 'Edit Properties' on the Build/Edit Template screen to start editing App properties

Property

Mandatory

Editability

Description

Process Name

Yes

Change any time

You can change the name of the WorkApp.  The name can be upto a maximum of 25 characters

Process Objective

Yes

Change any time

As new people access this WorkApp to submit information, the objective helps them understand the purpose giving them context to start using the WorkApp.

Instructions

Change any time

Add instructions for new users to understand how to use the WorkApp

Coverage

Can change coverage type till first submission

Can add more coverages any time

Can remove coverage till data is received against it

"Coverage" defines the index entity against which data is stored and maintained on Wooqer. User submitting data or accessing reports may change over time, but the index entity to which the data is linked is perpetual. You can choose from Cities, Units, Modules, Users, Process, Resources and Others. Remember to click on 'Select ' after choosing the Coverage type. Coverage cannot be changed once data is received.

Occurrence

Yes

Can change till first submission

Configure whether the Process is going to be "One time" or "Recurring". Occurrence cannot be changed once data is received.

Timezone

Yes

Change any time

Select the Time zone in which the process shall be run/ managed from. Cut-off time will be calculated as per this time zone.

Periodicity

Yes

Can change till first submission

This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency. Periodicity cannot be changed once data is received.

Cut off

Has a start time: Defines the earliest that this process can be accessed and data submitted by users within the given period.

Cut off: Use this to define the cut-off for the process and track whether the submission happened in time. Leaving it blank makes the end of the chosen period as the default cut-off.  Reminders get scheduled against the defined cut-off or the end of the chosen period

Geo Location

VAS*

Available only when coverage is ‘Store’ or ‘Unit’

By invoking this option, you can enable geo-tracking and/ or geo-fencing on the process, i.e. define that submissions should be made from within the location and whether a submission cannot be made from outside the perimeter or can be made but will be reported as non compliant.  To use this feature meaningfully, make sure that you have mapped the Latitude and Longitude of all your Business units during Unit creation

Enable Data Edit

This does not by default make all fields editable in the process but enables an Edit option on all Tasks within the process

Only Camera Evidence

By enabling this option, you can disable all attachment options on the entire process, except live pictures clicked from the camera. Leave this blank if you would prefer to make this choice at an individual Task level within process.

End Date

Your Wooqer processes are perpetual in nature and can be deactivated any time you desire. However, for short lived processes, you have an option to pre-define the End date. The process will be automatically deactivated on this date. You will have an option to change the End date and reactivate the process if desired.

Group Code

Yes

You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field. If you leave this field blank, the process will by default end up in a default group called 'Others'. Group code cannot be changed once data is received on the process.

'Save' the Properties and go on to activating the process with the changes

You can assign the App or share reports with more people or withdraw / change access to existing assignees/ report viewers

Your WorkApp can have 3 types of participants:

1) Assignees - All users who you 'Assign' the App to, are called assignees. Assignees participate by submitting information on the App

2) Report viewers - People who you 'Share' the report with can see data submitted by 'Assignees' for 'Coverages' for which report has been shared with them

3) Actioners - If you have enabled the 'Requires Action' property on your process to convert it into a workflow, the Assignee will submit the information to an 'Actioner' who would need to review the information and take further action on it.

Click here to learn how to add Assignees and Share reports with more people

Following are steps to withdraw submission or report access from existing assignees/ report viewers

Click on 'Assignees' to see current assignees and unassign

  • Click on 'Auto-Unassign' to unassign in bulk
  • Click on the number of coverages against a name to see coverages assigned to the user. Clear all or uncheck specific coverages to unassign

Click on 'Shared' to see current report viewers

  • Click on 'Auto-Unassign' to unshare in bulk
  • Click on the number of coverages against a name to see coverages for which this user can see reports. Clear all or uncheck specific coverages to unshare reports for those.

Edit Assessment App

Logon your Wooqer and go to Manage >> Process

Edit App

1. Go to the App you wish to Edit. Use the Search box to find if needed.

2. Make sure that the status is ‘Inactive’ Click on the ‘change’ button to inactivate if needed

3. Now click on the ‘Edit’ icon. It is visible only for inactive WorkApps

A.  Edit Section(s)

"Editable till first submission"

1. Add New Section

2. Remove a Section

3. Rename a Section

C. Question(s)

1. Add a New Question. Learn more about Questions

2. Remove a Question

3. Edit a Question

"Editable till first submission"

You can change question text, question type, answer options, answer weightages

4. Edit Question Properties. Learn about Question Properties

"Editable till first submission"

5. Change Question weightage.

"Editable till first submission" Only needed/ available when Section randomization has not been activated

D. Rearrange to change order of Sections / Subsections or Questions

"Editable till first submission"

1. Click on Rearrange

2. Click on the + icon to expand or - icon to collapse a section / sub-section

3. Click on the arrows to move an element up or down (To move across sections/ sub-section, delete and add again)

4. Click on 'Save' to save your changes

5. Click on 'Preview' to see the change that you have made

Click on 'Edit Properties' to go to edit App Properties

Click on 'Edit Properties' on the Build/Edit Template screen to start editing App properties

 

Click on 'Continue' to start configuring App properties

Property

Mandatory

Editability

Description

Process Name

Yes

Change any time

You can change the name of the Assessment.  The name can be upto a maximum of 25 characters

Process Objective

Change any time

Define the objective of the Assessment. It will be visible to users before starting the Assessment

Instructions

Change any time

Add instructions that users can see when starting the assessment

Lock Roles

You can add roles later

Once a role is locked to an assessment (strongly recommended for recurring assessments) all current users mapped to that role and all new users mapped to that role will have the assessment assigned to them automatically

Occurrence

Yes

Can be changed till first submission

Configure whether this is done time assessment or you want to run it periodically

Time zone

Yes

Can be changed till first submission

Select the Time zone for the assessment. Your Time Zone will be picked by default. Cutoff time will be calculated as per this time zone.

Periodicity

Yes

Can be changed till first submission

This field defines the frequency at which the assessment will run, if periodic. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

Duration

Can change duration any time, but Timed status cannot be changed after first submission

You can set amount of time available to the assignee once he/she starts the assessment. Countdown starts as soon as the form is opened. Assignees can save or submit a response till assessment time is up. The last saved response can also be submitted after time is up. Leaving it blank allows assignees to take as much time as they want

Cut-off will enable you to set an End time of the Assessment for the chosen frequency. Once you check this box, you will need to key in the data against "Completion by" field below - wherein you can define "Days from start" and "Time" sections.

End Date

Change any time

The assessment is auto-inactivated after the End date/ time and assignees cannot access it after this time. Leaving it blank means that it will stay active till you manually inactivate it

Randomize

Can be changed till first submission

Randomize questions within a section to present different questions in different order to assignees. Randomization is most effective when the number of questions in the section is more than the number of questions to be presented to each assignee

Hide Assessment ResultCan be changed any timeThe Assessment result is mailed to the user after completing the assessment. By hiding the assessment result, you can prevent this mail from going to the users and choose to publish results another way
Maximum AttemptsYesCan be changed till first submissionDefine the maximum attempts that a user can take. Additional attempts are allowed only if a user fails the assessment
Maximum ScoreYesCan be changed till first submissionThe total marks for the Assessment can be set using the "Maximum Score" option. Entering it here helps you ensure that marks given to each question add up to this number.
Success ThresholdYesCan be changed till first submissionDefine the Pass percentage of the Assessment
Group CodeCannot be defined. Always 'Others'Assessments always go into the ‘Others’ Group. You can leave this blank

'Save' the Properties and go on to activating the process with the changes

You can assign the Assessment or share reports with more people or withdraw / change access to existing assignees/ report viewers

1. Click on the Assign icon against the assessment.

2.  Assign the Assessment to specific users or to people in a specific role, unit, city or grouped together as a Resource

3. Share Reports for the Assessment by clicking on the 'Share' button

4. Share detailed reports for all users with themselves by clicking on 'Auto-share'. The overall score and ability to download a certificate is always available to them. Auto-share also makes the detailed question wise report available to them. To share report with a specific person in team like a Manager or someone helping you run the assessment, click on the number of users against the name of the person you wish to share the report with. Then select all people whose report you want the person to be able to see.

5. Set / Change Evaluator for the assessment (Only when there is a non MCQ question)

If you have added non MCQ questions in the assessment that can't be auto-evaluated, you will need to set an evaluator for the assessment who needs to evaluate and score these questions. Click on the Menu icon next to the assessment and then click on 'Select eligible users' to add a user . All assessments will get submitted to this person for evaluation. You can change the evaluator any time by removing the current evaluator and clicking on 'Show eligible Users' to pick a new evaluator.

Following are steps to withdraw submission or report access from existing assignees/ report viewers

Click on 'Assignees' to see current assignees and unassign

  • Click on 'Auto-Unassign' to unassign in bulk
  • Click on the number of coverages against a name to see coverages assigned to the user. Clear all or uncheck specific coverages to unassign

Click on 'Shared' to see current report viewers

  • Click on 'Auto-Unassign' to unshare in bulk
  • Click on the number of coverages against a name to see coverages for which this user can see reports. Clear all or uncheck specific coverages to unshare reports for those.

Edit Appraisal App

Logon your Wooqer and go to Manage >> Process

Edit App

1. Go to the App you wish to Edit. Use the Search box to find if needed.

2. Make sure that the status is ‘Inactive’ Click on the ‘change’ button to inactivate if needed

3. Now click on the ‘Edit’ icon. It is visible only for inactive WorkApps

A.  Edit Section(s)

1. Add New Section

2. Remove a Section

3. Rename a Section

B. Edit Sub Section(s)

1. Add New Sub-section

2. Remove Sub-section

3. Rename Sub-section

C. Question(s)

1. Add a New Question. Learn more about Questions

2. Remove a Question

3. Edit a Question.

You can change question text, question type, answer options, answer weightages

4. Edit Question Properties. Learn about Question Properties

5. Change Question weightage.

The audit score calculation runs as follows:

(Answer score for chosen answer option / Maximum answer option Score) X Question weightage

Example: Assume that Question weightage is 10 and answer option weightages are Option 1 : 5, Option 2: 3, Option 3: 1. Now if the assignee selects Option 2, the score is (3/5)*10 = 6, If assignee selects Option 3, the score is (1/5) X 10 = 2

D. Rearrange to change order of Sections / Subsections or Questions

1. Click on Rearrange

2. Click on the + icon to expand or - icon to collapse a section / sub-section

3. Click on the arrows to move an element up or down (To move across sections/ sub-section, delete and add again)

4. Click on 'Save' to save your changes

5. Click on 'Preview' to see the change that you have made

 

Click on 'Edit Properties' to go to edit App Properties

Click on 'Edit Properties' on the Build/Edit Template screen to start editing App properties

Property

Mandatory

Editability

Description

Process Name

Yes

Change any time

 You can change the name of the WorkApp.  The name can be upto a maximum of 25 characters

Process Objective

Yes

Change any time

As new people access this WorkApp to submit information, the objective helps them understand the purpose giving them context to start using the WorkApp.

Instructions

Change any time

Add instructions for new users to understand how to use the WorkApp

Coverage

Can change coverage type till first submission

Can add more coverages any time

Can remove coverage till data is received against it

"Coverage" defines the index entity against which data is stored and maintained on Wooqer. User submitting data or accessing reports may change over time, but the index entity to which the data is linked is perpetual. You can choose from Cities, Units, Modules, Users, Process, Resources and Others. Remember to click on 'Select ' after choosing the Coverage type. Coverage cannot be changed once data is received.

Occurrence

Yes

Can change till first submission

Configure whether the Process is going to be "One time" or "Recurring". Occurrence cannot be changed once data is received.

Timezone

Yes

Change any time

Select the Time zone in which the process shall be run/ managed from. Cut-off time will be calculated as per this time zone.

Periodicity

Yes

Can change till first submission

This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency. Periodicity cannot be changed once data is received.

Cut off

Has a start time: Defines the earliest that this process can be accessed and data submitted by users within the given period.

Cut off: Use this to define the cut-off for the process and track whether the submission happened in time. Leaving it blank makes the end of the chosen period as the default cut-off.  Reminders get scheduled against the defined cut-off or the end of the chosen period

Geo Location

VAS*

Available only when coverage is ‘Store’ or ‘Unit’

By invoking this option, you can enable geo-tracking and/ or geo-fencing on the process, i.e. define that submissions should be made from within the location and whether a submission cannot be made from outside the perimeter or can be made but will be reported as non compliant.  To use this feature meaningfully, make sure that you have mapped the Latitude and Longitude of all your Business units during Unit creation

Enable Data Edit

This does not by default make all fields editable in the process but enables an Edit option on all Tasks within the process

Duplicates

The default setting on Wooqer is that only one submission can be received against a given coverage in a given period. Enabling duplicates allows more than one person to make a submission on the same coverage within the same period. For example: if the coverage is 'Unit', the periodicity - 'Monthly' and the process- a 'Unit audit' is assigned to both the Area Manager and Regional Manager of the unit, then both can audit this unit once in the same month. In such a scenario, you have an option to get a summary report with average, individual scores, lowest or highest score. Duplicates cannot be disabled once data is received.

Only Camera Evidence

By enabling this option, you can disable all attachment options on the entire process, except live pictures clicked from the camera. Leave this blank if you would prefer to make this choice at an individual Task level within process.

Multiple records 

The default setting on Wooqer is that only one submission can be received against a given coverage in a given period. By enabling Multiple records, you can allow multiple users to make multiple submissions for the same process within the same period, removing all restrictions. Multiple records cannot be disabled once data is received on the process.

Hide Question tag

Use this to decide whether you want to show Questions tags to the user when filling the audit, or keep them only visible in reports, reducing clutter/ distraction for the auditor.

End Date

Your Wooqer processes are perpetual in nature and can be deactivated any time you desire. However, for short lived processes, you have an option to pre-define the End date. The process will be automatically deactivated on this date. You will have an option to change the End date and reactivate the process if desired.

Maximum Score

You have an option to predefine a Maximum score as you start mapping your process on Wooqer. You will not be able to activate the process if the actual score is different from this Maximum score.

Group Code

Yes

You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field. If you leave this field blank, the process will by default end up in a default group called 'Others'. Group code cannot be changed once data is received on the process.

'Save' the Properties and go on to activating the process with the changes

You can assign the App or share reports with more people or withdraw / change access to existing assignees/ report viewers

Your WorkApp can have 3 types of participants:

1) Assignees - All users who you 'Assign' the App to, are called assignees. Assignees participate by submitting information on the App

2) Report viewers - People who you 'Share' the report with can see data submitted by 'Assignees' for 'Coverages' for which report has been shared with them

3) Actioners - If you have enabled the 'Requires Action' property on your process to convert it into a workflow, the Assignee will submit the information to an 'Actioner' who would need to review the information and take further action on it.

Click here to learn how to add Assignees and Share reports with more people

Following are steps to withdraw submission or report access from existing assignees/ report viewers

Click on 'Assignees' to see current assignees and unassign

  • Click on 'Auto-Unassign' to unassign in bulk
  • Click on the number of coverages against a name to see coverages assigned to the user. Clear all or uncheck specific coverages to unassign

Click on 'Shared' to see current report viewers

  • Click on 'Auto-Unassign' to unshare in bulk
  • Click on the number of coverages against a name to see coverages for which this user can see reports. Clear all or uncheck specific coverages to unshare reports for those.

Edit Survey

Logon your Wooqer and go to Manage >> Survey

Edit Survey

1.  If you can't see the Survey you wish to Edit, use the Search Box to find it.

2. Use the dropdown to look across all survey types

2. Make sure that the status is ‘Inactive’ Click on the ‘change’ button to inactivate if needed

3. Now click on the ‘Edit’ icon. It is visible only for inactive Surveys

Here's some changes that you can make

Property

Mandatory

Editability

Description

Name

Yes

Change any time

You can change the name of the Survey.  The name can be upto a maximum of 40 characters

Objective

Yes

Change any time

As new people access this Survey to submit information, the objective helps them understand the purpose giving them context to participate in the Survey.

Content Type | Introduction

Yes

Change any time

You can add a content file (ppt, pdf, doc, video, image) that participants can see before starting the surveyor type in an introduction. You need to include at least one of these

Build Survey

Yes

Change any time

Go ahead and Add New questions or Select questions created in the past. Click here to learn about Question types

Instructions

Change any time

Add instructions for new users to get context of the Survey

Timezone

Yes

Change till first submission

Select the Time zone in which the Survey shall be run/ managed from.

Periodicity

Yes

Can change till first submission

This field gives you an option to select how often this Survey repeats itself. You can choose from monthly, quarterly, half-annually, annually or set a custom frequency.

Closing Text

Add a Thank you message for users that they shall see as they complete the Survey

Closing Condition | Completion by

Yes

Cannot be changed once Survey is closed

% respondents - Configure to close the Survey automatically when a certain participation percentage is reached

Date : Define a dat or number of days into each cycle when the Survey shall close.

Once closed, the survey cannot be reopened or edited in any way, so if not absolutely sure, keep a far out date to give yourself to opportunity to come back and make changes. Users do not see the closing condition anywhere.

Click on the 'Save' button  to save your changes and go on to Assign the Survey

You can invite more participants or drop existing assignees. You can share the Survey report with more people or withdraw report access where given. People invited through mail (external invitees) cannot be uninvited as the mail once delivered cannot be revoked. There changes can be done without deactivating the Survey.

A. Invite more participants

1. Click on 'Assign' to invite people with Wooqer IDs to participate in the Survey. The Assignees will respond to the Survey through their Wooqer ID.

2. Click on the 'Invite' icon to invite external users without Wooqer IDs to participate in the Survey. External participants do not need the App to participate. Just add their e-mail IDs (comma separated) and the invite will go to them in their mail ID. They can click on the Take Survey button in the mail and the survey form will open up on their browser with your branding.

B. Share report with more users

If you need to share the report of this Survey with any seniors, use this option to do so. Users in a role that your role reports into have report access by default and you do not need to share the report with them.

C. Withdraw access

Click on 'Participants' or 'Share reports' to withdraw access if any access has been extended by mistake. Click on the 'change' button to activate and launch the survey

Save your changes and go on to Assign your WorkApp to users

Your app is being generated.

We shall let you know shortly.

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