Configure Site Settings

Click Site Settings to access site settings options, such as searchable fields, selectable sorting themes, and site list.

Site Settings Pane

Complete the following steps to add site list prompts that help identify one facility from another when using the Allegro. Site list prompts are included with each facility and can be viewed in the Allegro or mobile device's Site List window.

1. In the Site List pane, click Edit to view a list of fields available for selection in a Select Site String window.

   

   Select Site Strings Window

2. Locate and select each field you wish to use in the site list in the left pane and click the button or double-click the field. The fields move to the right pane and are included in the prompt theme as part of the site list.

3. To remove a field from the left pane, select the field and then click the button or double-click the field.

4. To rearrange fields, use the and buttons to move fields up or down.

5. Click Close to return to the Prompts screen.

Add Selectable Sorting Themes

Multiple sorting themes can be sent to the Allegro or mobile device with this prompt. When multiple sorting themes are included with a prompt, the Allegro user will be able to change the sort order of the sites to one of the included sorting themes while using the field computer. If no sorting themes are selected in the prompt definition, the PCS user will be able to select a single sorting theme when sending data to the Allegro. Complete the following steps to add multiple selectable sorting themes to the prompt.

1. In the Selectable Sorting Themes pane, click Edit to view a list of sort themes available for selection in a Select Site Sort Themes window.

   

   Select Site Sort Theme Window

2. Locate and select each field you wish to use in the site list in the left pane and click the button or double-click the field. The fields move to the right pane and are included in the prompt theme as part of the site list.

3. To remove a field from the left pane, select the field and then click the button or double-click the field.

4. To rearrange fields, use the and buttons to move fields up or down.

5. Click Close to return to the Prompts screen.

Add Searchable Fields

Complete the following steps to add searchable fields that allow an Allegro user to search for a survey based on values in searchable fields while using the field computer.

1. In the Searchable Fields pane, click Edit to view a list of sort themes available for selection in a Select Site Searches window.

   

   Select Site Searches Window

2. Locate and select each field you wish to use in the site list in the left pane and click the button or double-click the field. The fields move to the right pane and are included in the prompt theme as part of the site list.

3. To remove a field from the left pane, select the field and then click the button or double-click the field.

4. To rearrange fields, use the and buttons to move fields up or down.

5. Click Close to return to the Prompts screen.

Manage Prompt Theme

1. Click Save in the Customize Prompts window to save changes or

2. To undo all recent changes, click Cancel. All prompt themes are reverted to their latest saved state.

3. To remove the currently selected prompt theme, click Delete and Yes in the Confirm Delete window. The currently selected prompt theme is removed from PCS.

4. To close the Prompts editor and save the prompt, click Save and Close.

5. To close the Prompts editor without saving, click Close. If there are unsaved changes to a prompt theme in the Prompts editor, a Save Changes window displays. Click Yes to save all changes in the prompt themes, No to close without saving changes, or Cancel to return to the Prompts editor.