Updated 02 October 2018
A questionnaire is the basis of an assessment; it defines the type of assessment, which questions are asked during the assessment and some other basic settings.
To make changes, right click on an organisation in the Explorer and select Setup Assessment Questionnaires.
By design, changes made to questionnaires will not be reflected in assessments that have already been started. This ensures questions are not added or removed mid-assessment.
The options available to you are:
|Enable||Checkbox When enabled, this questionnaire can be used to create new assessments. Disabling a questionnaire does not affect existing assessments.|
|Type||Selectbox The type of assessment the questionnaire creates (e.g. Fire Risk Assessment, Legionella Risk Assessment). Assessment types are setup per organisation — contact Support for information.
Type cannot be changed once a questionnaire has been used to create an assessment.
|Name||Text Shown to assessors to identify questionnaires, e.g. you may call one “Fire Risk Assessment (Generic)” and another “Fire Risk Assessment (Client Name)”.|
|Title||Text Shown to end users and displayed on reports. Leave blank to use the type’s name (e.g. Fire Risk Assessment).|
|Validity Period||Timescale Default number of days/weeks/months/years the assessment is valid for before becoming expired. This may be overridden by an object’s validity period or by the assessor during an assessment.|
|Assessor Approval||Checkbox Allow the assessor to approve their own assessments. Users usually require an “Approve” permission.|
|Status on Upload||Selectbox [In Progress, Submitted, Approved] Automatically submit or approve the assessment when the assessor uploads it from RiskBase Mobile.|
|Action Timescale Based On||Selectbox [Assessed Date, Approved Date] Use the assessment’s assessed or approved date when basing action due dates on timescales.|
|Certificate||Selectbox [Summary, Choose Certificate] Display a certificate in the PDF report (e.g. BAFE SP205) or a summary page.|
|Spec Conforms To||Text The specification the assessment conforms to.|
|Scope||Text A default scope for the assessment. This can be customised per assessment.|
|Visibility||Selectbox [Your Users, All Users, No One] Set who can use this questionnaire to create new assessments:
|PDF Template||Selectbox The PDF template changes the look and style of the PDF reports. Custom PDF template are setup per organisation — contact Support for information. The template can be changed for each of your clients in Client Settings.|
|Client Settings||Window Settings to use when an assessment is performed on a client’s organisation. The Assessment Type must be selected per client as they are unique to each organisation.
When modifying a questionnaire, choose the “Questions” tab. This tab list all top level questions from your question library and the sections they belong to. To include or remove questions in the questionnaire:
New top level questions added to your question library are not automatically included in questionnaires — repeat these steps to include them in questionnaires.
A “NEW” badge appears next to new questions.