Table of Contents

Designing Custom Controls

Kari Scott-Matthew Updated by Kari Scott-Matthew

ChekRite system administrators can customise control buttons and gauges for allocation to specific checks in your checklists.

Control buttons can be customised with different names, shapes, and colours. The benefit of this feature is that it enables you to create more specific answers without having to add another screen into your checklist with sub-checks. Just say, for instance, you want to know which shift a ChekRite user is on, you could design buttons for “Morning”, “Afternoon”, and “Night”.

Gauges are able to be customised with multiple states, different colours at various levels, and different fail marks to the standard gauges above.

Customised Buttons

To create a customised button do the following:

  1. Go to Advanced > Customize > Controls > General.
  2. Click the New button.
  1. Enter the name of your new button into the Name field. With button names you would normally give it the name of the individual buttons separated by a / so you can see what the button is for. The other standard we often use at ChekRite is that if the button choice will trigger an Extra Info we put "(EI)" after that choice. For example, if we had a control with 3 buttons representing High, Medium and Low, and we wanted to trigger Extra Info on the first two options but not the last, we would call this button: High(EI)/Medium(EI)/Low
  2. Select Button from the Type drop-down menu.
  3. Select the shape (circle or rectangle) from the Shape drop-down menu.
  4. Go to the Details tab.
  5. Enter the Label of the button.
  6. Select the Status of this button. It can be one of: Pass, Fail, Caution, Fixed, or Undefined.
  7. Select the Colour of the button. If you want to keep this in theme with all the standard ChekRite controls, you can use the ChekRite Colour palette.
  8. Enter the Value of the button. This value will appear on reports.
  9. If you want the button to trigger Extra Info and Sub-Checks if they exist on the question then select the Display Extra Info checkbox.
  10. If you have another button to add, push the New button and repeat steps 7 to 12 until you have added all the buttons for this control.

To delete your control, return to the General tab and click the Delete button.

Customised Gauges

To create a customised gauge do the following:

  1. Go to Advanced > Customize > Controls > General.
  2. Click the New button.
  3. Enter the name of your new Gauge into the Name field. With gauge names you would normally give it the name of the individual bands separated by a / so you can see what the gauge is for. The other standard we often use at ChekRite is that if the band choice will trigger an Extra Info we put "(EI)" after that choice. For example, if we had a control with 3 gauges representing High, Medium and Low, and we wanted to trigger Extra Info on the first two options but not the last, we would call this control: High(EI)/Medium(EI)/Low. Other times you might want to name it after it's commonly understood function like Fuel Gauge.
  4. Select Gauge from the Type drop-down menu.
  5. Go to the Details tab.
    A gauge often has two or more bands on the gauge to represent different states. First of all you need to define the scale of the gauge.
  6. Enter the minimum (Min Value) and maximum (Max Value) of the gauge, then the Number of Steps in the gauge. By default the gauge will be 0 - 10 with 10 steps meaning each step of the gauge represents 1 value increase. Another gauge could be 0 - 100 with 20 steps meaning each step of the gauge would represent a 5 value increase.
  7. Select what you would like displayed as the Needle Label. Possible choices here include: None, Value (the numeric value based on the scale and steps set above), Status (the status of the band such as Pass, Fail, Caution, Fixed, or Undefined), Label (the text label that you enter in the band).
  8. Decide if you want the gauge to Display Marks or not.
  9. Enter the To value of the band. This the number of steps that this band will cover. In the example below there are 10 bands in our gauge and we want the first 4 to be the first band (green). Then we want until 7 to be the second band (orange), then until 10 for the last band (red).
  10. Select the Status of this band. It can be one of: Pass, Fail, Caution, Fixed, or Undefined.
  11. Select the Colour of the band. If you want to keep this in theme with all the standard ChekRite controls, you can use the ChekRite Colour palette.
  12. Optional: Enter the Label of the band. This will only be displayed if you choose Label as the Needle Labels option.
  13. If you want the band to trigger Extra Info and Sub-Checks if they exist on the question then select the Display Extra Info checkbox.
  14. If you have another band to add, push the New button and repeat steps 9 to 14 until you have added all the bands for this control.

Customised Property Control

A property control is used to enter a numeric value and store it as an asset property on the Asset. Most typically this would be used for capturing meter readings. By default each ChekRite environment has two meter readings built in for Hour Meter and Odometer. However, there may be situations where you need create your own.

  1. Go to Advanced > Customize > Controls > General.
  2. Click the New button.
  3. Enter the Name of the Property Control.
  4. Select the Details tab.
  5. Select the name of the Asset Property in the Property drop down list. You should have already entered the Asset Property with the type of Numeric using the Tables & Items section.
  6. Select the type of Validation to be used. There are three possible choices here: None (no validation), Hour Meter (the system warns if the new value entered is less than the previous value entered, and not more than the number of hours elapsed since the last value was entered.), or Odometer (the system warns if the new value entered is less than the previous value entered.)

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