Revision for “Override Code for Unfinished Forms” created on March 20, 2014 @ 15:06:29
Override Code for Unfinished Forms
<b>ELMO Override Code - Omitting Answers To Required Questions</b> <ul> <li><strong><a href="#about">About</a></strong></li> <li><strong><a href="#observers">For Observers</a></strong> <ul> <li>Sending a form with an incomplete response</li> <li>Downloading forms that allow incomplete responses</li> <li>Override code generation</li> </ul> </li> <li><strong><a href="#coordinators">For Coordinators</a></strong> <ul> <li>Accessing/Regenerating the override code in Settings</li> <li>Updating Forms</li> </ul> </li> </ul> ___________________________________________________________ <a title="about" name="about"></a> <h2><b>About</b></h2> During an election observation mission, it may be necessary to send finalized forms with incomplete responses. When a form has a required question without an answer, ELMO will not allow the observer to finalize and send the response. Entering an override code, which a coordinator or administrator will provide to the observer, is the only way to bypass the required question. The override code can be found and regenerated as needed by mission coordinators on the settings page of each mission. The following instructions will show how an observer and a coordinator can access and implement the override code to bypass required questions. <a title="observers" name="observers"></a> <h2><b>For an Observer</b></h2> If an observer needs to finalize and send a form with an incomplete response (an answer(s) is missing to a required question(s)), they can do so by obtaining an override code from a mission coordinator. The override code will look something like ‘ntw7nj’. <b>Sending a form with an incomplete response</b> When an observer reaches the end of a form and has not completed all of the required questions, a special question will come up. The question will read, “Are there missing required answers?” and will give the options “Yes” or “I don’t know” Answering “Yes” indicates that the observer has knowingly left a required question(s) incomplete and will prompt the user to enter his or her override code. Answering “I don’t know” indicates that the observer may have unintentionally left required question(s) incomplete and provides the user an opportunity to complete the question(s). Once the override code has been obtained and successfully entered, the observer will be allowed to mark the form as finalized and submit. The override code is case sensitive (usually all lower-case), so the observer should take care to ensure the case matches that of the provided code. <b>Downloading forms that allow incomplete responses</b> Observers download forms set to allow incomplete responses by the same “Get Blank Forms” method as with any other form, but it is important to note that when the “Allow Incomplete” setting is changed, observers will need to download the new version of the form. In this event, it is a good idea for the observer to delete the previous version of the form from his or her tablet. <b>When the override code is regenerated</b> Coordinators and administrators have the ability to regenerate the override code. In the event that a mission coordinator regenerates the code, observers will need to either download a new version of the form(s) they wish to submit with incomplete responses, or take note of the old code (if the coordinator provides it) and use it with the old form. <i>Note: Observer instructions apply to completing and sending forms on tablets. Submitting responses to forms in ELMO Online does not require that a user enter an override code for submitting an incomplete response.</i> <a title="coordinators" name="coordinators"></a> <h2><b>For a Coordinator</b></h2> Mission coordinators are responsible for establishing settings to allow for incomplete responses, providing the override code to observers, regenerating the code as necessary, and communicating with observers regarding form updates and code regeneration. <b>Accessing/Regenerating the override code in Settings</b> Coordinators can view or regenerate the override code in the settings page of each mission. The override code will look something like ‘ntw7nj’. If the coordinator needs to regenerate the override code, they can do so simply by clicking the “Regenerate” button. Doing so will prompt the coordinator to confirm the regeneration of the code. The confirmation prompt will also instruct the coordinator to take note of the old code before regenerating. This is very important if forms are still active in the field because when the code is regenerated, it will apply only to newly downloaded forms. Any forms downloaded before the code regeneration will require users to enter the old code in order to bypass required questions. The old code will no longer be available to view in the settings page. <i>Note: The best practice is to regenerate the code BEFORE forms are downloaded by observer teams. This avoids complications with communicating code updates and keeping track of different versions of forms.</i> <b>Updating Forms</b> In order to use the override code, forms must be set to allow for incomplete responses. Forms can be updated to allow incomplete responses by choosing to edit the form and then checking the box that says “Allow Incomplete?.” New forms can be set to allow incomplete responses the same way. Once this is done, the “Allow Incomplete?” settings should be reflected as “Yes” next to the respective form in the forms list. Any forms downloaded before this setting takes effect will need to be downloaded again by observers in order to allow for incomplete responses.