Adding a Check Box

Step 1: Navigate to the Configure tab and click on Check Boxes. You will see a list of all the current check box options.

Step 2: To add a new check box, enter the information for the check box in the fields at the top. Under Data Assign Date, choose None if you do not want to record the date that the box was checked. Choose Hidden Data if you want to record the date for reporting purposes but do not want to have the date shown in the Input tab. Choose Date Box if you want to record the date for reporting purposes and want to have the date shown in the Input tab. Check the 'Link to Find Tab' if you want the check box to be available as a filter under the Find tab. Check the 'Filter for Ranking' if you want the check box to be an available filter in the Ranking tab. When you are finished, click the green check mark to save the check box. The new check box will appear in the list.

Editing a Check Box

To edit a check box, click the pencil next to the item you wish to edit. The listing will become green and the information will appear in the fields above for you to edit. Be sure to save your changes by selecting the green check mark when you have completed with your edits.

Removing a Check Box

To delete a check box, click on the red X icon next to the item. A box will appear asking you to confirm the deletion of the check box. Deleting will permanently delete all data related to that box and any information within that box from the system.