Markers

What they are and how to use them.

Markers can be added into a script for reporting purposes. It could be used to record such things as avoidable contacts or any other matter that needs to be measured and reported on.

A standard report and dashboard item are provided to monitor the use or Markers.

NOTE: Markers are stored permanently but only after submitting at the final (results) page of a script. Markers are only logged if the script is completed and the script is not cancelled.

Click on the main menu's Marker button to display the Markers tab:

Click the "Add" icon to create a new marker.

Properties

Group - Markers are arranged into groups so that they can appear together in the Marker Selection list. When creating/editing a new Marker we can select an existing group, select/save at root level by selecting "<None/New>" or overtype this to create a new Group.

Marker Code – the code for the Marker. This code may be alphanumeric, up to 15 characters in length. It is useful to make the code meaningful so that it carries some relevance/identification when viewed within a report or script.

Description – a short description of the Marker content that will be displayed in the Marker Selection list in the Navigation Pane. This will also be the search criteria when using the filter and visible within the reports to identify issues or reportable matters.

TIP Move multiple Markers into a group by either holding Shift whilst clicking to select a block of Markers, or by holding Ctrl whilst clicking to select multiple Markers and then drag them into the desired group in the Marker Selection list.

Marker report

A summary of Markers logged is available via the Reports icon from Main menu.

Summary of Markers Logged report