> For the complete documentation index, see [llms.txt](https://docs.riskbase.uk/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.riskbase.uk/creating-+-modifying-assessment-templates/assessment-templates.md).

# Assessment Templates

Assessment Templates

*The Assessment Templates section in the app Settings is where assessment templates are created and modified.*

*Templates are built by choosing fields, checklists and questions.*

**Creating a new template:**

1. Go to **Settings** in the app (bottom right of the screen).
2. Click **Assessment Templates**.
3. Click the three dots in the top right corner.
4. Select an assessment type (e.g., Door Survey).
5. Give it a name and description (this will not appear on the report).

**Adding Fields:**

6. Click **Fields**.
7. Select group headings under Property Information (e.g., Responsibility).
8. Click **Press to Customise** to view all the fields under each heading.
9. Use the four buttons to customise the settings for each field:

![](/files/qylDV91FVYhgDhUXU9xC)

Eye = press until red to hide field when performing an assessment

Pencil = press until red to make field read-only

REQ = press until green to make field required to submit an assessment

Page = press until red to hide field in customer report

The four buttons next to a group heading are the default settings for the fields in the group. The buttons can then be customized per field below.

10. Select from Assets - this is what will be checked in the assessment (e..g, ‘Communal Fire Doors’).
11. Again, click **Press to Customise** to change field settings if needed.
12. Select a check period - e.g., for fire doors, select **Quarterly Check**.
13. Select **No Checklists, No Questions**.
14. Choose checklists and questions to be answered regarding this asset - e.g., under the Door Survey folder, select the **Communal Door Condition** checklist.
15. Click **Done** to add this checklist.
16. Repeat steps 10-15 for all assets required and click **Done**.

**Adding checklists and questions:**

17. Under Fields in the ‘General’ tab, click **Checklists and Questions**.
18. Select all the checklists and questions that have been added to the assessment in Fields.
19. Click **Done**.

**Modifying existing templates:**

Templates can be easily modified by clicking on them and editing which fields, checklists and questions have been selected.

This will only affect future assessments started with the edited template.

**Additional settings:**

Once the fields, checklists and questions have been added to a template, there are further settings that can be turned on.

These also appear on the **General** tab in the template.

**Multiple Assessors:** allows more than one assessor per assessment.

**Assessor Approve:** allows assessors to approve the assessment even without the approve feature (user groups).

**Approve on Submit:** allows assessors to approve the assessment once submitted, without needing the approve feature.

**Require all Questions** **Be Answered:** stop assessments from being submitted if some questions aren’t answered.

**Question and Checklist Remarks:** stop assessments from being submitted if some questions aren’t answered.

**Add Custom… Actions and Controls:** Assessors still able to add new suggested actions and controls.

**Edit Asset Information:** options to edit asset’s general details from within an assessment.


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