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How to - Customize the Session Information Utility

 

This applies to Polygraph Pro version 4.1.0.0. or higher. Earlier versions have this feature, and the procedure will be similar, but it may not look the same.

 

The Session Information Editor allows examiners to customize the fields available for data collection in the Session Information utility. This information can later be used to auto-fill any report templates saved within the Polygraph Pro Suite software. The auto-filling of document templates is an advanced feature that assists you with automatically creating your final reports with information that you have previously recorded. Please refer to How to – Create Polygraph Report Templates for step-by-step information on how to convert your organization’s report into a standardized document template.

 

Launch the Polygraph Pro Suite FrontEnd before continuing.

 

Step 1 – Launch the Session Information Editor

 

Launch the Session Information Editor from the FrontEnd by selecting it from the Launch menu. This will prompt the Session Information Editor window to appear. You can now access and edit the session details that will be used later when you auto-fill your document templates. The window should look like the following image.

 

 

FrontEnd - Session Information Editor

 

Step 2 – Edit the Tabs and Information Fields

 

All of the tabs and fields available in the Session Information Editor can be customized. You can Add or Delete tabs which helps to organize the different categories of information being collected i.e. Personal, Medical, Polygraph etc. Under each tab any number of fields can be made available for collecting and recording information related to the examinee and session. These are all customizable and each field can be setup to accommodate information in a variety of forms. For each field you will need to enter information into the following columns:

 

Input Field Type

There is a drop down menu available in this column. This is where you will need to select the type of field i.e. single line, multiple line, drop down, etc.

 

Tracking Enabled

If ‘YES’ is selected this field can be searched in the Windows Start Menu and all records of the field will be located. If ‘NO’ is selected the search feature will be disabled.

 

Label

This is the name you are assigning to the specific information field. The text entered here is the text that will be displayed beside the field in the Session Information utility. i.e. SSN.

 

Variable Name

This is what will appear as a tag when you set up the variables in your report templates. i.e. SocialSecurityNumber.

 

Default Value

This is what will be displayed in the field in the Session Information utility if no new information is entered. i.e. N/A, XXX-XXX-XXX.

 

Once you have customized all of the desired fields you will need to save your changes so that they will be available for future use in the Session Information utility.

 

 

Session Information Editor - Tab and Field Circled

Step 3 – Save

 

The changes you have made to the Session Information utility will need to be saved before exiting. This can be done by clicking the Save button in the toolbar.

 

Session Information Editor Toolbar - Save Circled

 

Step 4 – Close

 

Now that you have customized the Session Information and saved your changes, you can click the red X located in the top right corner of the screen to exit the Session Information Editor.

 

The next time you click the New button to begin a new session you will see your changes in the Session Information area and this information can be used to auto-fill your report templates. If there is no applicable report template defined for your organization you can either refer to How to – Create Polygraph Report Templates or contact Limestone Technologies’ technical support (support@limestonetech.com) to have the report template created for you.

Tyler Buttle, Limestone Technologies Inc.