Element - Option List

Option Lists allow you to define a pre-defined pick list of responses to apply to any question.

Creating a new Option List

To create an Option List, go to Settings > Activity Template > Option Group

The click Actions > Create; you will be presented with a pop up:

Enter a name for the Option list and select a type. There are four types of Option List:

SINGLE
MULTIPLE
TREE
DOWNTIME_REASON

Once you've chosen the type, select Save and open.

Option List Types

SINGLE

Presents all options, allowing the operator to only select one item in the list.

The following example shows a single option list:

MULTIPLE

Presents all options, allowing the operator to only select multiple items in the list.

The following example shows a multiple option list:

TREE

Uses Parent-Child relationships to allow the user to drill down to a more detailed response quickly. The first option will be the main parents, moving onto each child until there are no more children in the list.

The following example shows a tree option list that has four branches:

DOWNTIME_REASON

Uses same Parent-Child relationships as TREE type (see example above), but allows you to define each answer's downtime type as either PLANNED or UNPLANNED.

If the reason is PLANNED, this will not affect OEE metrics, but if it is UNPLANNED, it will start to negatively affect availability in OEE.

Configuring Items

Once you've created your option list, you will need to add items for the list.

Under Activity Item Option Item, click Actions > Create; you will be presented with a pop up.

Enter a Name; this will be what is visible on the list. Enter a Value; this is the value of the selection.

For example, you may want Yes and No as the options in the list, but the value be Boolean:

Parent is required for TREE and DOWNTIME_REASON types only. For example, in the Stoppage Reason example shown in the TREE screenshot, the parent-child relationships will be as follows:

OPERATIONAL
- Parent: [not set]
OPERATION
- Parent: OPERATIONAL
Quality Inspection - Test
- Parent: OPERATION
Cycle Stop Button Pushed - Stop by Operator
- Parent: Quality Inspection - Test

The Pass checkbox allows you to decide whether choosing that item will pass or fail the activity. Tick the box to pass; untick the box to fail.

If the item will pass, it will be highlighted blue when selected:

If the item will fail, it will be highlighted red when selected:

The Display Order sets the order in which the item appears in the list, starting with 0 being first. There is no upper limit.

The Required field can be used to define a certain level of classification. When completing the form, if any child of the current selected option item has a required field, then the form is invalid and cannot be submitted. See below where the Upstream Machine Issue is required

When the form is being filled out, the submit button is disabled until the item on this level is selected (Note that any item can be selected to meet the requirements, since any item contains no children that are required)

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