The Answers from History DataGrid program allows you to select a patron's previous answers to a question and apply them to a current sale within the Global Sales module. The setting for this is maintained on a by- module basis on the Daily Processing profile • Search Answers from History group.
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management, then you will have to go to the Item(s), themselves, in File Management to select the option. Selecting this option from Question Text Update does NOT affect Questions that are already linked.
AnswersFromHistory_Tab1
Answers From History (AnswersFromHistory_DataGrid)
The Questions from History DataGrid displays all previous transactions linked to a question for the household selected for the Global Sales module with which you are working.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Highlight/select a question and click Select Answers to have those answers reused for the current transaction.
Click No Answers if the patron opts not to answer a question during the current transaction.
To exit this program click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
DeleteQuestions and Answers (AnswersFromHistory_QADisplay)
Highlight/select the Question you wish to use in the DataGrid.
THEN
Click Select Answers. You will continue with the transaction. The Answers to the Question will be copied automatically to the current transaction.
OR
Click No Answers. You will continue with the transaction but no Answers will be copied. Linked Questions will display their default Answer, if any.