RiskBase Desktop Software

RiskBase Mobile Software

Getting Started

Questionnaires

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.

View and Make Changes to Questionnaires

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.

Create a Questionnaire

  1. Click New Questionnaire at the top of the page.
  2. Enter the name of the questionnaire and select the assessment type in the New Questionnaire window and click Create.

Modify a Questionnaire

  1. Double click a questionnaire in the data grid — the questionnaire’s details will appear on the left of the page. After making changes, click Save.

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).
Description Textarea
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:

  • Your Users — only people from your own organisation.
  • All Users — people from your clients’ organisations as well as from your own.
  • No One — specify who can use this questionnaire in Client Settings.
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.

Type Selectbox See Type above.
Visibility Checkbox See Visibility above.
Template Selectbox See PDF Template above.
Validity Value/Period Timescale See Validity Period above.

Select Questions for a Questionnaire

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:

  1. Tick or untick the questions in the list.
  2. Click and drag a section to re-order it. Click and drag a question to re-order it within a section. The order they appear in this list will be the order they are shown to the assessor.
  3. Click Save

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.


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