Adding Custom Tests

Adding Custom Tests


The custom test feature is a great option for those TPAs that offer a variety of services and testing options. If there is not an option already created for your specific testing needs, you now have the option of adding your own custom test.


You are able to save your progress and come back to finish editing later by following the instructions under the final step for creating the custom test.


When creating a new test record, any field left empty will not show on the final report.


Step 1:

Select “Settings” then “Test Management” from the left-side menu at the top of your screen.


Step 2:

Now select “+” from the top right corner of the Manage Test table. Or, you can copy in one of the Test Templates


Step 3:

Now you are able to name your new custom test by clicking on the test name.



Step 4:

You are able to add new sections to the test by selecting “Add New Section”.



Step 5:

Next you are able to name the section and add a description for the section.


**When editing fields and sections, you will need to make sure you are editing from the properties section of your screen.


Step 6:

If you would like the section to be full size select the “Full Width” option in the section properties.



Step 7:

Now select “+Add New Field” inside the section you have just created.



Step 8:

Next you will want to label the field you have created inside the section as you would like to see it appear on the report.


Step 9:

You will want to select the field type from the drop-down menu and complete the field properties for that type. 

  1. Basic input - a general text field
  2. Check box - a simple check box
  3. Drop down - add different values for both what is selectable in the dropdown and the value you wish to appear on the report (these can be the same)
  4. Radio button - similar to a checkbox, however, you can create multiple radio buttons per field
  5. Text area - a large text area to input text into. Good for report comments
  6. Label - If you want to add a separator in the form, text, or any kind of notation.
  7. File Upload - upload files to the report. If you also select "Create additional report page" the upload file (if an image or PDF file) will appear as a second page of the PDF report.
  8. Formatted Input - an advanced form feature to modify inputted form data into a certain format.
  9. Date picker - an easy way to enter a date value
  10. Time picker - an easy way to enter a time value
  11. Number - restrticts data entered to numbers only
  12. Lab tested - a specifiic feature for drug testing that will be confimed at the lab. When the MRO report is received for the confirmation test, it will be matched to the report based on the CCF number entered into this field.
  13. Testing device - insert your testing device(s) into the form to record results
  14. Signature - use a phone or tablet to capture signatures drawn on the screen.
  15. Phone number - enter a phone number in the proper format
Validation
  1. Placeholder - add some text to give the person filling out the form an idea of what's expected
  2. Mandatory - the form cannot be submitted if the value is not entered
  3. Hide on report - the data entered will not appear on the PDF report but can be searched and exported using the advanced reporting feature.
  4. Hint - provide a hint for the person filling out the form that appears under the form field
  5. Help text - appears in the ? button next to the field when used
  6. Default value - a predetermined value that will automatically be added to the form field

Step 10:

To add more fields select the “+Add New Field” option. 


Step 11:

To create more sections select the “+Add New Section” option.


Step 12:

Once you have created all the fields and sections you require, you are able to preview how your custom test will look by selecting the “Preview” toggle at the top of your screen. This will provide you with a visualization of what the form will look like when you are filling it out.


Step 13:

If you are satisfied with how your report looks, select the “Save As New” button at the top of your screen.


Step 14:

Now you will be asked to enter a name for the custom test and then select “Save”.


Step 15:

Now select the “Settings” button at the top of the page.


Step 16:

Here you will be able to set the display name and system name for the custom test (this is the unique system identifier for the test). 


Step 17:

Now select which field you will be using as the overall result. At this time only Check Boxes, Drop Downs, and Radio Buttons are supported for the overall result of the report.


Step 18:

Next, select which features you would like to enable;

- Clearance letters for this test. Specify which overall result value will create a clearance letter, normally "Negative" or "Passed".
- Active determines whether the custom test will be available as an option to create a record for.
- Auto-deliver will automatically deliver the report to the Client without having to manually deliver the report.
- Show testing device will set whether the name of the testing device used in the report will show on the final PDF of the report.
- DOT refusal report, generally this is left unchecked unless you are editing the DOT refusal report. Not recommended to change or edit.

Step 19:

Select “Save as New”




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