A "Dynamic Matrix" is used to record data into a matrix or table of horizontal rows.
1. Go to SETUP > Checklist Setup Process.
2. Select the checklist.
3. Select “Checkpoint” from the Process Menu.
4. Click the blue “+Add” button to insert a new checkpoint row.
5. In the Checkpoint Type column, select "Dynamic Matrix." There are several types of dynamic matrix checkpoint type to choose from. Click here for a list of Checkpoint Types.
6. Type the name of the matrix button in the Text column.
7. Click the Save button
8. To add the first column header, click the "+" button.
9. Type the first column header into the text field.
10. Click the "+" button to add additional column headers for the matrix.
11. Click the Save button when done.
Using the Matrix in an Inspection
- Each time the Dynamic Matrix button is selected, it will drop-down another row making it easy to add several rows with multiple columns of data per row.
- You can jump to the next cell to enter data:
- iOS user can navigate to next cell by pressing "Return" key (currently enters line feed). For both matrix and vertical matrix.
- Android user can navigate to next cell by pressing "Enter"
- Windows user can navigate to next cell by pressing "Enter"
- Matrix scrolls to the right so current cell is always visible.
- After last column, the cursor goes to the first column of the same row.
- The Dynamic Matrix allows 12 columns per row. The maximum width of the matrix extends to the report border (uses available space) = 7.5 inches wide. The column width is 1/12th of 7.5". Anything more than 12 columns will wrap to the next row.
- The column width for matrices adjusts for the number of columns. The new format make 3-6 columns 2x wider, 2 columns 6x wider, 1 column full width. Note: The width % option adjusts the matrix columns on the inspection screen only; it doesn't change the width on the pdf report.
- Desktop and PC user can navigate to the next cell by pressing the Tab key. Tabbing in the last column begins a new row. Navigation in the opposite direction can be achieved by pressing Shift + Tab. The Return/Enter key adds a new line to the cell. On mobile devices with no Tab key, user can navigate to the next cell by pressing the Return/Enter key.
Custom matrix column widths on the Inspection (not PDF)
To help save space and make matrices more user friendly for the inspectors, you can set different column widths when you create the matrix in Checklist/Checkpoint Setup. Select the "Options" link on each row of your Dynamic Matrix and set one of 5 available widths. Currently, this feature is only available for formatting the inspection screen. The PDF output will still have the preset column widths.
Add Prefilled Rows to your Dynamic Matrices
Whether you're a safety manager creating reusable JHAs, a quality manager creating a daily report with prefilled rows, or anyone with a need for a form-style inserted in your inspection checklists, you'll love this new feature. You'll setup the Prefilled Matrices using the Dynamic Matrix checkpoint type in Setup > Checklist Setup Process > Checkpoints. Add your columns and using the "+" on the far right of the screen as usual; give them a label and Save. Then, click the "Prefill" link under the "Options" column and click the "Add Prefilled Row" as many times as needed. Fill in your rows, Save and your "Form" will appear on the checklist inspection screen.
Add Evaluation to a Matrix
The cell background color changes to red or green when any matrix item contains one of the terms. The feature is not case sensitive, but the field must contain the one of the exact words below and cannot have additional text.
- Green background when text begins with pass / accept / good / satisfactory / OK
- Red background with text begins with fail/ reject / bad
Drag and Drop to Move Row Up/Down
The drag and drop row up/down feature lets inspectors change the order of matrix rows as needed. To use this feature click or press and begin moving the row. It will change color once you start to move the row. Let go to place.
Copy Row to New Row - "Copy Any Row" or "Copy Last Row"
Click the "copy" icon and the row is copied to the bottom of the matrix. Click the "Copy Last" button and the the last row is copied to the bottom.