Rank Order

You’ve weighed your options but now you want to rank them instead? We can help with that. Ranked Order recap fields will allow you to create fields that recap responders will be able to assign a rank to. Whether it’s samples or guerilla stops, rank whatever fits your fancy.

Getting Started

To begin adding Rank Order fields, click Recap on the client level navigation menu and select View Recap Fields.

This will bring you to the Recap Field Index. This page will list all previously created recap fields on the client site. Click Add New Recap Field in the upper right hand of the page.

Now you’re looking at the Field Details page. This is where you will actually build out your new recap field. First, enter the name of the Rank Order field. For our example, we’ll go with Sampling Preference.

The next field is a dropdown menu called Type. Select Rank Order from the list of options.

Making this selection will generate a new section on the page. The headers here will read Active, Order, and Name. Click Add Another Option.

This will generate your first rank option field. The system will default to having the field in active status. To make the choice inactive, click the checkbox. The order field will be given a default value of 1 (and any subsequent fields will be given ascending numerical order). The Name field will be empty, that part’s up to you. For our example, since we’re ranking sampling preference, we’re going to go with the clever and original “Sample 1”.

Add more options by clicking Add Another Option and filling in the fields as many times as needed.

You can reorder any fields by changing their Order value and can enter any Numeric Value you wish to assign to the option.

You may also wish to order the options alphabetically. You may do that easily by clicking Yes on Alphabetically Sort Options. This will default to No.

The next field to complete (if you want to) is the Notes section. Here you could add any instructions or details that you want the people completing the recap to take into consideration. This section, and the following one, are totally optional.

The final field is the Help Disclosure Text. Click on the checkbox to display this field. This section allows you to include any help text you wish for users and also accommodates hyperlinks if needed.

Now that you’ve completed all the fields you need, click Submit if this is your only recap field to add, or Submit & Add Another if you have more to do.

The field(s) will now display in the Recap Field Index and can be added to your recap definitions.