Districts using the full Facilities module can add custom questions to Buildings or Rooms. Those questions are presented when a request for space is being made online or can be completed when staff are creating a permit from the Admin side. If your team is not using the full Facilities module for Eleyo, please contact Support for details.
When the permit is in a pending status online, the requestor can change the responses to the custom questions by selecting the Modify button. Once a permit has been approved, the responses can only be adjusted by staff on the Admin side.
There are columns for Questions and Question Templates that can be added to list views for Buildings and Rooms to verify which templates are attached to those locations and what questions are included within those templates.
When a permit is submitted, the responses provided by the requestor can be viewed by staff in several ways.
- When viewing the permit show page from the Admin side (Facilities > Requests > Show Request or by selecting the magnifying glass to view the permit details), a Questions & Answers tab will be displayed.
- There is a column of Request Answers that can be added to the following list views:
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- Check Availability
- Requests
- Request Parts
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Reporting
When viewed as a list from the Admin side, the column of Request Answers will show all of the replies in one cell. When the List Data Export report is run, it will break those questions down into individual columns along with the corresponding replies. Use the following steps to run the List Data Export report from either the Request or Request Parts list view:
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- Select Reports in the top left (near your name and the Connect button)
- Select List Data Export report from the choices in the left column
- Select Run Selected Reports
- Select Continue.
- When the Download changes to green, select it to open the Excel file.
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Staff can also run the Facilities Answers report for one or more permits. It is also an Excel file that includes the permit number and the question data broken down into individual columns with the corresponding replies.