Introduction
Join Brian Hatch as he demonstrates the File Upload Type Questions from a maintenance and daily processing perspective.
Recording
Transcript
00:00:01:4 - 00:00:20:4
Brian Hatch
In this video, we're going to review the topic of our new file upload type question records. And to kick things off, we're going to go to an example through global sales. So I've already selected a household and I've actually already selected an activity section that I set up for this. And when I add to CART, you'll see one question record is displaying and this is a file upload type questions.
00:00:20:4 - 00:00:54:6
Brian Hatch
I can see it's letting me know what extensions are available. It's letting me know the maximum file size and now it gives me an option to browse out to the actual document that I want to upload for this purpose. On my example here, it's actually the section that I'm enrolling into, and it's asking for a copy of my sports physical so if I browse out on my desktop, a copy of a sports physical, and this will obviously be done wherever whatever device you're working from, whether it's a mobile device or desktop and want to continue that file is actually going to be uploaded into the database and actually tied to the enrollment record.
00:00:55:2 - 00:01:16:1
Brian Hatch
So at this point, I could finalize the transaction by going through the payment process and this is available for anywhere that you can link question records. I'm doing this as an example with a activity enrollment, but this can be done for facility reservations. It can really be done any location where a question record can be linked. So even at a household family member level.
00:01:16:6 - 00:01:36:6
Brian Hatch
So I am now going to close out of that enrollment. So at this point it is tie, it is linked up to the record. So you can actually go view it after the fact. If you go back into global sales, for example, and we go to purchase history just like any other question in rect track, if I highlight the enrollment, I can go to a change and go to change.
00:01:36:6 - 00:01:57:0
Brian Hatch
Question answers and actually see the file upload question instance. That's the only one I have in my example and I can actually view that file right here. So the view it will automatically download that file and I'll be able to view that from anywhere that in any workstation that has right track loaded on it. So can I get you that central location for being able to do this?
00:01:57:0 - 00:02:13:4
Brian Hatch
And again, this is going to be available through rect track and also for customers. Obviously we'll do it on the web track side of things as well in order to set this up. It's just like any other question record. So if I go to question text management or question management here, I can see there's my sports physical question that I use in our example.
00:02:14:0 - 00:02:33:1
Brian Hatch
And if I hit change on that, you can see the settings involved. So obviously my question text, what do I want to ask during the purchase? And then I had a field type of file upload and this is where you can determine what file extensions you want to allow and what file size you want to allow as well.
00:02:33:1 - 00:03:03:3
Brian Hatch
So this is again, typical question set up with a few specific fields related to that file upload functionality. Once the question record is created, then you're just going to link that up to wherever it makes sense for your scenario. So my example, if I go to activity section management, I can go down to my section in my example here, and if I open that up, I can go to the questions tab and you'll see that's where I actually linked the question record in my example directly to the section.
00:03:03:6 - 00:03:18:2
Brian Hatch
So that's what by doing those two steps that cued the questioned display during the processing side of RecTrac. So that is a review of what the file upload question looks like and the setup involved.