How-To

Support > App > Checklist & Question Setup

Checklists & Questions

Before you head out to assess, check or survey, you need to build an Assessment Template.

Assessment templates are made up of checklists and questions to help you collect the data you need. Create and modify your checklists and questions on the RiskBase app.

Go to Checklist & Question Setup

  1. Press the Settings tab (bottom right).
  2. Press Checklists & Questions.

Go to Checklist & Question

Folders

Checklists and Questions are organised into folders. You control the number of folders, their names and how they are arranged.

Examples of folders:

  • Fire Risk Assessment.
  • Risk Assessment.
  • Regular Check.
  • Site Visit.
  • Door Survey.

Folders

View a Folder's Questions

  1. Press on a folder.

Create a New Folder

    • If this is your first folder, press New Folder.
    • If you already have folders, scroll to below the existing folders, press New Folder.

Create a New Folder

  1. Give the folder a name.
  2. Press Save.

Name a New Folder

Modify an Existing Folder's Name

  1. On the folder, press the Ellipsis and select Rename Folder
  2. Modify the name.
  3. Press Save.

Reorder your Folders

  1. On the folder, press the Ellipsis and select Reorder This
  2. Drag and drop the Grip Lines icons up and down.
  3. Press Done.

Reorder Folders

Sections

Checklists and questions are further organised into sections. They appear in these sections during assessments and on reports.

Create a New Section

    • If this is the first section in a folder, press New Section.
    • If you already have sections, scroll to below the existing sections, press New Section.

New Section

  1. Give the section a name.
  2. Provide a description for the assessor. *Optional.
  3. Provide a description that will appear on the report. *Optional.
  4. Press Save.

Name a New Section

Modify a Section

  1. Press on a section.
  2. Modify the section name and descriptions.
  3. Press Save.

Reorder your Sections

  1. On the section, press the Ellipsis and select Reorder This
  2. Drag and drop the Grip Lines icons up and down.
  3. Press Done.

Reorder your Sections

Delete a Section

Use caution when deleting sections.

Deleting a section will delete all checklists and questions inside of it.

Actions and Controls will be unlinked but won't be deleted.

  1. Press on a section.
  2. Press Delete Section.
  3. Confirm Delete.

Delete a Section

Questions

Create a New Question

  1. Find the section the question will sit in. Below any existing checklist or question, press New Question.

Create a New Question

  1. Enter text into the Question field.
  2. Provide a description in the Description field. This is to aid the assessor, it won't appear on reports. *Optional

Create a New Question

Add a New Control to a Question

Controls measures are added to questions.

  1. In the Controls section, press New.
  2. Provide a What.
  3. Provide a Why. #Optional.
  4. Press Save.

Add a New Control to a Question

Link an Existing Control to a Question

Actions are added to answers.

  1. In the Controls section, press Link.
  2. Find and select one or more existing controls from the list.
  3. Press Add.

Link an Action to a Answer

Add Answers to a Question

  1. Press on a question.
  2. In the Answers sections, press New.
  3. Enter text into the Answer field.
  4. Provide a description. *Optional
  5. If the answer is negative, check the Answer is Negative box. This turns the answer red inside assessments and is a visual cue for assessors.

Provide Answers

Add a New Action to an Answer

Actions are added to answers.

  1. In the Actions section, press New.
  2. Provide a What.
  3. Provide a Why. #Optional.
  4. Provide a Category, Severity and Timescale. *Optional.
  5. Press Save.

Link an Action to a Answer

Link an Existing Action to an Answer

Actions are added to answers.

  1. In the Actions section, press Link.
  2. Find and select one or more existing actions from the list.
  3. Press Add.

Link an Action to a Answer

Modify Questions

  1. Press on a question.
  2. Modify the question, desciption, controls, answers and actions.
  3. Press Save.

Delete a Question

Use caution when deleting questions.

Actions and Controls will be unlinked but won't be deleted.

  1. Press or on a question.
  2. Press Delete Question.
  3. Confirm Delete.

Checklists

Checklists are alternatives to Questions. Use checklists when you need to get specific.

Checklist items are answered with a simple Tick or Cross.

Example

'Are reasonable measures taken to prevent fires of electrical origin?'

  • 'Fixed installations are periodically inspected and tested.' Tick
  • 'Portable appliance testing is carried out.' Cross
  • 'There is suitable control over the use of personal electrical appliances.' Tick

Create a Checklist

  1. Find the section the checklist will sit in. Below any existing checklist or question, press New Checklist.

Create a New Question

  1. Enter a title into the Title field.
  2. Provide a description in the Description field. This is to aid the assessor and won't appear on reports. *Optional.

Create a New Checklist

Add Checklist Items

  1. In the Checklist Item section, press New.
  2. Enter text into the Checklist Item Text field.

Add a New Checklist Item

Add a New Action or Control to a Checklist Item

  1. Press New Action or New Control.
  2. Add a what into the What field. *Required.
  3. Provide a why in the Why field.
  4. Select a Category.
  5. Select a Severity score.
  6. Select a Timescale.
  7. Press Save.

Add a New Action to a Checklist Item

Link an Existing Action or Control to a Checklist Item

  1. Press Link Action or Link Control.
  2. Scroll to find your desired actions or controls. Select as many as you wish.
  3. Press Add.

Link an Existing Action to a Checklist Item

Delete Checklists

Use caution when deleting checklists, this cannot be undone.

Actions and Controls will be unlinked but won't be deleted.

  1. Press on a Checklist.
  2. Press Delete Question.
  3. Confirm Delete.

Delete a Checklist

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