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:

1. Click Fields.

2. Select group headings under Property Information (e.g., Responsibility).

3. Click Press to Customise to view all the fields under each heading.

4. Use the four buttons to customise the settings for each field:

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.

1. Select from Assets - this is what will be checked in the assessment (e..g, ‘Communal Fire Doors’).

2. Again, click Press to Customise to change field settings if needed.

3. Select a check period - e.g., for fire doors, select Quarterly Check.

4. Select No Checklists, No Questions.

5. Choose checklists and questions to be answered regarding this asset - e.g., under the Door Survey folder, select the Communal Door Condition checklist.

6. Click Done to add this checklist.

7. Repeat steps 10-15 for all assets required and click Done.

Adding checklists and questions:

1. Under Fields in the ‘General’ tab, click Checklists and Questions.

2. Select all the checklists and questions that have been added to the assessment in Fields.

3. 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.