How to Create Check-Out Prompts

Accessing Prompt Management

  1. From the main Dashboard, click on Operate Menu (the bottom center icon).
  2. On the Operate screen, click on Settings (bottom right icon).
  3. On the Settings screen, click on Prompt Management (top left icon).
  4. There are many different types of prompts that can be created:

Creating a "Select Option" Prompt (T-Shirt Size)

  1. Click the green Add New Prompt button.
  2. Prompt Name: Type the Prompt Name (T-Shirt Size).
  3. Prompt Type: Select Select One Option From List from the dropdown menu.
  4. Prompt Text: Describe the prompt.
  5. Click the green Save Prompt button, and the Plus Sign (+) to add Prompt Options will appear.
  6. Prompt Options: Enter the specific options one by one.
  7. Click the green Save Prompt button.

Creating a "Mandatory Checkbox" Prompt (Waiver)

  1. Click the green Add New Prompt button again.
  2. Prompt Name: Type the Prompt Name (Waiver).
  3. Prompt Type: Select Mandatory Checkbox from the dropdown menu.
  4. Prompt Text: Describe the prompt.
  5. Click the green Save Prompt button.

Creating a "Text Response" Prompt (Allergies)

  1. Click the green Add New Prompt button a third time.
  2. Prompt Name: Type the Prompt Name (Allergies).
  3. Prompt Type: Select Text Response - Single Line from the dropdown menu.
  4. Prompt Text: Describe the prompt.
  5. Click the green Save Prompt button.
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