HOW TO ENTER ASSESSMENT QUESTIONNAIRE

*Questionnaires are configurable. Please view Questionnaire Templates for more information.

To Open a Section to Complete it

1. Select ‘Questionnaire’
2. Click Open to Open a Section
3. Click Answered Box to mark all the Significant Findings and Defects in the section as Answered. If answered you can click again to clear all the answers

*Questionnaire Sections are configurable. For configuring Questionnaire Sections, please view the Questionnaire Sections section.

Open section will show the Normal Questions

1. Assessment Section name
2. Normal Question “Question”
3. Normal Question Text Type Input
4. Normal Question Select Type Input
5. Normal Question Multiline Text Input
6. Normal Question ‘Save’ Button
7. Close Section Button

*Normal Questions are configurable. For configuring Normal Questions, please view the Normal Questions section.

Significant Findings within a Section

1. Assessment Section Name
2. Click on the SFD Questions tab
3. Click to add a new SFD
4. Select a SFD and click to copy its details
5. Select to complete a non compliant action (only available for SFD that has been marked as Non Compliant and validated in a previous assessment)
6. Select to disregard a non compliant action (only available for SFD that has been marked as Non Compliant and validated in a previous assessment)
7. Click to edit a SFD
8. To edit a SFD, for compliant use the “C” option, for non compliant use “NC” and for not applicable use “NA”. Edit will be opened if “NC” option is selected to fill in all the details.
9. Description of the finding. Click the question mark to view the full text.
10. Description of the recommendation. Click the question mark to view the full text.
11. Status for the assessment section question. A tick means that the question is completed. By default all findings are set to “NA”. If this is the appropriate selection for a specific finding, click on the status icon to change it to completed
12. Click to close the section

*Significant Finding and Defect Templates are configurable. For configuring Significant Finding and Defect Templates, please view the Significant Findings and Defects section.

To Enter details of a Significant Finding and Defect

1. Click to edit a SFD item;
2. The Finding describes the nature of what is identified;
3. The Recommendation describes how the Findings should be dealt with;
4. Click to select a photo file for the Finding;
5. Click Save to save the selected photo;
6. Click to Remove the attached photo from the SFD;
7. Floor describes the floor of the Finding;
8. Location describes the Location of the Finding;
9. Trend Amount is used to indicate how many Trend items are being recorded;
10. Trend is used for categorisation of the Finding;
11. The Compliance Status represents the status in terms of compliance. This is linked to the options on the Assessment Section list;
12. The Type represents the category for the Finding;
13. Priority describes the urgency for dealing with the Finding. For definition of options see Action Priority;
14. The Team represents the team responsible for dealing with the Finding;
15. Click on the drop down to see the list of pre defined Descriptive Texts for the selected Finding;
16. Enter/edit a Descriptive Text to describe the Finding and Recommendation;
17. Click Save to save the Significant Finding or Defect;