Example of Starting to Create a Wizard Script

Introduction

This appendix consists of the following topics:

• Background

• First Steps of Setting Up Purchase and Risk Script

• Wizard Objects in the Manager Pages

Background

Initially, the Purchase and Risk script asks for the customer name, and whether the customer has a purchasing manual. Customers who have purchasing manuals are then asked for details of their purchasing manual. All customers are asked to provide risk information.

Purchase and Risk Script Panels

The panels for the script are the following:

• Introduction Panel

• Purchasing Manual Details Panel

• Risk Information Panel

Introduction Panel

Please answer the following questions.

Customer Name ______________

Do you have a purchasing manual?

• Yes

• No

Purchasing Manual Details Panel

Please answer these questions about your purchasing manual.

What content is described in your purchasing manual? (check all that apply)

• Procedures on purchase requisitions

• Procedures for purchase orders

• Procedures for approval for payment

How often is the purchasing control content updated?

• Each time a procedure changes

• Quarterly

• Annually

Risk Information Panel

Please answer the following question.

At which level is ownership of risks established?

• Department

• Site

• Individual person

First Steps of Setting Up Purchase and Risk Script

This section is designed to illustrate the main pages involved when you start to create the Purchase and Risk Script using the wizard.

The topics in this section are as follows:

• Defining the Script

• Defining the Introduction Panel

• Defining the First Question of the Introduction Panel

• Defining the Second Question of the Introduction Panel

• Defining an Answer Choice

Defining the Script

1. Enter the following in the Define Script Properties page:

   Column	Value
   Script Name	Purchase and Risk Script
   Description	This script will be used as a risk assessment survey for procurement.
   Language	AMERICAN

   

2. Click Next.

Defining the Introduction Panel

1. In the Panel Manager, click Create.

2. Enter the following in the Define Panel Information page:

   Column	Value
   Panel Name	Introduction
   Panel Text	Please answer the following questions.
   Panel Text Style	Default
   Text Alignment	Left
   Question Alignment	Left
   Exit Panel Sequence	Go to a specific panel (ADVANCED)

   

3. Click Next.

4. Enter the following in the Set Destination Panel page:

   Column	Value
   New Placeholder Panel	Yes
   Placeholder Panel Name	Risk Information

   

5. Click Next.

Defining the First Question of the Introduction Panel

1. In the Question Manager, click Create.

2. Enter the following in the Define Question Main Properties page:

   Column	Value
   Question Name	Name
   Question Label	Customer Name
   Type	Text

   

3. Enter the following in the Define Question Detail page:

   Column	Value
   Is an answer mandatory?	Yes

   

4. Click Next.

Defining Second Question of the Introduction Panel

1. In the Question Manager, click Create.

2. Enter the following in the Define Question Main Properties page:

   Column	Value
   Question Name	Purchasing Manual
   Question Text	Do you have a purchasing manual?
   Type	Radio Button

3. Click Next.

Defining an Answer Choice

1. In the Answer Manager, click Create.

2. Enter the following in the Define Answer Choice page:

   Column	Value
   Answer Value	Yes
   Answer Label	Yes
   Should this be the default answer for this question?	No
   What should happen when the user selects this answer choice?	Go to a specific panel (ADVANCED)

   

3. Enter the following in the Set Destination Panel page:

   Column	Value
   New Placeholder Panel	Yes
   Placeholder Panel Name	Purchase Manual Details

4. Click Next.

Wizard Objects in the Manager Pages

This section shows a sample of the Manager pages when all the script objects for the Purchase and Risk Script have been created.

Script Manager

The Script Manager page that follows shows all scripts, including the Purchase and Risk Script

.

Panel Manager

The Panel Manager page that follows shows the three panels of the Purchase and Risk Script.

Question Manager

The Question Manager page that follows shows the questions defined for the Introduction Panel.

Answer Manager

The Answer Manager page that follows shows the answer choices defined for the answers for the Purchasing Manual question in the Introduction panel.