Creating and Managing Worksheets in BigChange

Worksheets are groups of questions that can be attached to a job, offering a paperless alternative to traditional documentation used by mobile workers. BigChange Worksheets make capturing important information simple and versatile, allowing you to add information through various formats such as photos, icons, videos, and optical character recognition (OCR). Worksheets can be completed by three types of audiences: "Resources" (app users), "Web Users" (website users), and via the "Booking Site" (the customer).

Creating a Worksheet

• From the top menu, select "Account Settings", and then "Settings".
• From the side menu, select "Schedule", followed by "Worksheets", and then "Add".

Please refer to the following articles for help and support on:

• Worksheet Administration & warning banner
• Worksheet questions
• Conditional branching

Editing an Existing Worksheet

1. From the worksheet list, select the relevant worksheet.
2. Select "Edit".

Managing Worksheets

Worksheet Actions

In the "Worksheet" section, you can perform the following actions:

1. View the name of the worksheet.
2. View the Group it belongs to.
3. View the stage by which completion is required by "Back Office" users.
4. View the stage by which completion is required by "Resources".
5. Identify whether a worksheet is locked or not. If a worksheet is locked, changes cannot be made and the worksheet cannot be deleted. Only the user who locked it can unlock it to make changes.
6. Duplicate a worksheet, including any questions and conditional branching. This is useful if you want the same worksheet for a different Group or Job type.
7. Lock the worksheet so that it cannot be edited or deleted.
8. Archive the worksheet.
9. Open up the worksheet and edit it.
10. Delete the worksheet.

Important Considerations

• If you edit a worksheet, it will be changed for all jobs that contain this worksheet, whether or not the job has been completed.
• Deleting a worksheet will remove it from any jobs it has been completed against as well as any jobs that are yet to be completed.

Conclusion

BigChange Worksheets offer a flexible and efficient way to capture important information for jobs. By following the steps outlined above, you can easily create, edit, and manage worksheets to suit your needs. Remember to consider the implications of editing or deleting worksheets, as these actions will affect all associated jobs.