Significant Findings and Defects define the Templates that appear when opening a Section within an Assessment Questionnaire

To View available Templates for a Section

view-sfd-templates

  1. Select Setup
  2. Select Questionnaire Templates
  3. Select a Questionnaire
  4. Select a Section
  5. Select ‘SFD Questions’

To Add a SFD Template to a Section

1 Navigate to SFD Templates
add-sfd-templates-1
2 Click ‘Add’
add-sfd-templates-2
3 Enter the Finding Text
4 Enter the Recommendation Text
5 Select a relevant Descriptive Text option
6 Click “Right Arrow” Icon
7 Click ‘Save’

To Edit a SFD Template

1 Navigate to SFD Templates
edit-sfd-templates-1
2 Click Edit Icon
edit-sfd-templates-2
3 Edit the Finding Text
4 Edit the Recommendation Text
5 Edit the relevant Descriptive Text Options
6 Click ‘Save’

To Delete a SFD from Template

1 Navigate to SFD Templates
delete-sfd-templates-1
2 Click Delete Icon
delete-sfd-templates-2
3 Click ‘OK’

Relevant topics

DESCRIPTIVE TEXTS

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