> 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/checklists-and-questions.md).

# Checklists and Questions

## **What are Checklists and Questions?**

[Checklists](/glossary/checklist.md) and [Questions](/glossary/question.md) **define the information collected during an assessment**.

They form the foundation of every RiskBase assessment by **guiding the assessor** through the required inspection.

They can be added directly to an assessment template (e.g., in a fire risk assessment) or linked to individual [assets](/glossary/asset.md) (e.g., communal fire doors in a door survey).

Well-designed checklist and question sets **ensure consistency.** Every assessment created from a template uses the same structure, helping to produce accurate, consistent, and comparable findings.

RiskBase provides each customer with a library of checklist and question sets across a range of assessment types.

These are **highly customisable**, however, meaning that users can modify, organise, and create new ones to suit different requirements.

***

## **Pre-requisites**

* Download the RiskBase app from the Apple Store or Google Play Store, or search [app.riskbase.uk](https://app.riskbase.uk) in a web browser.
* Ensure an account has been set up and sign-in.
* Ensure the account has been given access to view and modify checklists and questions.

{% hint style="info" %}
This page will explain how to edit and create new checklists and questions.

Remember to **add any new checklists or questions to an assessment template** in order for them to be available in an assessment.

Please see instructions for how to do this [here](/creating-+-modifying-assessment-templates/assessment-templates.md).
{% endhint %}

## **Add a new checklist or question**

{% stepper %}
{% step %}

#### Open the app and go to 'Settings'.

{% endstep %}

{% step %}

#### Click 'Checklists and Questions'.

<div data-with-frame="true"><figure><img src="/files/jAP0ubpzPUH5IjKg9YjL" alt="This image is a screenshot of the RiskBase application, where the user has clicked &#x27;Settings&#x27;. They are now presented with the option to choose from a list of &#x27;Invoices&#x27;, &#x27;Fields&#x27;, &#x27;Checklists and Questions&#x27;, and &#x27;Assessment Templates&#x27;." width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Choose a folder (e.g., Fire Risk Assessment).

Checklists and questions are organised into **folders** based on the assessment type they cover.

{% hint style="info" %}
**Rename a folder** by right-clicking on it and clicking 'Rename Folder'.
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/iVrr00fbzzMRaBRhcIte" alt="This image is a screenshot of a user clicking &#x27;Checklists and Questions&#x27;, which opens up a list of folders, each named with an assessment type."><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click the three dots next to a section heading and click 'New Checklist' or 'New Question'.

Within each folder, checklists and questions are organised under **section headings** (e.g., Elimination and Control of Fire Hazards).

{% hint style="info" %}
**Rename a section heading** by clicking on it and editing the text.
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/RKrKvMPG1nCFPytJ1Z3Q" alt="This image is a screenshot of a user clicking on the Fire Risk Assessment folder, which opens up a library of checklists and questions, organised into section headings. The user has then clicked the three dots being clicked next to a section heading, and is given the option to &#x27;Open Section&#x27;, &#x27;Reorder This&#x27;, &#x27;Delete Section&#x27;, &#x27;New Checklist&#x27; and &#x27;New Question&#x27;."><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

## **Fill out a new checklist**

{% stepper %}
{% step %}

#### Provide a title and description (if required) for the checklist.

<div data-with-frame="true"><figure><img src="/files/vZm5XjmGfQdOM5mvU0vf" alt="The user has clicked &#x27;New Checklist&#x27;, and is presented with a pop up window asking for a name to be provided for the checklist. There is also a section called &#x27;Checklist Items&#x27; which has a &#x27;New&#x27; button next to it." width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Add a checklist item by clicking 'New' next to 'Checklist Items'.

{% endstep %}

{% step %}

#### Provide the checklist item (e.g., 'There is a reasonable standard of fire safety signs and notices').

{% hint style="info" %}
Checklist items are best written as positive statements, because assessors will be prompted to agree or disagree with them using <mark style="color:green;">ticks</mark> and <mark style="color:red;">crosses</mark> in an assessment.

<mark style="color:red;">Actions</mark> can then be raised against checklist items answered with a negative cross.
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/rztdoewZl5KnWPbtiNdY" alt="The user has clicked &#x27;New&#x27; to add a new checklist item. There is a text box to fill in the checklist item, and then there are two sections - one titled &#x27;Actions&#x27; and one titled &#x27;Controls&#x27;, each with a &#x27;New&#x27; button next to them." width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Add a suggested [action](/glossary/action.md) by clicking 'New' next to 'Actions'.

{% hint style="info" %}
An action is a task created to address a risk, issue, or recommendation identified during an assessment.
{% endhint %}
{% endstep %}

{% step %}

#### Provide the 'What' and 'Why' for the action.

This <mark style="color:red;">action</mark> will appear as a suggestion if this checklist item is <mark style="color:red;">disagreed</mark> with in an assessment.

<div data-with-frame="true"><figure><img src="/files/lWWh1kRPqRtZZ4Yf1XE2" alt="The user has clicked &#x27;New&#x27; next to &#x27;Actions&#x27;. This image is the pop up window to fill in the action information. There are text boxes to fill in the &#x27;What&#x27; and the &#x27;Why&#x27;. Below this, there are several options to add further information: category, severity, timescale, due date, estimated cost, and action definition."><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Pre-populate this suggested action with extra information (if required) by clicking the tabs below (e.g., category, severity etc.).

If this action suggestion is selected in an assessment, it will have these information fields already filled out (good for saving time and ensuring consistency across actions).

It could look something like the below:

<div data-with-frame="true"><figure><img src="/files/39AK77XieqRYgY6Dm79x" alt="This image is an example of an action fully filled out."><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click the tick icon to save.

{% endstep %}

{% step %}

#### Add suggested [controls](/glossary/control.md) (if required) by clicking 'New' next to 'Controls'.

{% hint style="info" %}
A control records an existing or proposed measure that helps prevent, reduce, or manage risk.
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/Fl4RpQk8d3RxBO3g76NJ" alt="This is an image of the checklist item and suggested action being filled out, and the option to add a &#x27;New&#x27; control."><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Provide the 'What' and 'Why' for the control.

A category can also be provided for controls.

<div data-with-frame="true"><figure><img src="/files/Ko16TQU46DxYlZVr9B06" alt="This is the pop up window for adding a new control. There are text boxes to add a &#x27;What&#x27; and a &#x27;Why&#x27; and also to assign it to a category."><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click the tick icon to save.

{% endstep %}

{% step %}

#### Repeat steps 6-14 to add further checklist items.

{% hint style="warning" %}
Make sure to [add any new checklists to a template](/creating-+-modifying-assessment-templates/assessment-templates.md) in order for them to be available in an assessment.
{% endhint %}
{% endstep %}
{% endstepper %}

## **Fill out a new question**

{% stepper %}
{% step %}

#### Create a new question under a section heading (see [above](#create-a-new-checklist-or-question)).

{% endstep %}

{% step %}

#### Provide the question (e.g., 'Are EV's and EV charging stations on site?').

<div data-with-frame="true"><figure><img src="/files/wdgnQnXXgmf1SJ8T5jpy" alt="This is an image of when a user has add a &#x27;New Question&#x27;. It has text boxes to provide the question, description, report description, answers, and controls. The &#x27;Answers&#x27; and &#x27;Controls&#x27; titles have a &#x27;New&#x27; button next to them." width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Add an answer option by clicking 'New' next to 'Answers'.

{% endstep %}

{% step %}

#### Provide the answer (e.g., yes/no).

Option to add a description if required as well.

<div data-with-frame="true"><figure><img src="/files/OL0pGhHBFhmZU7aW9e8j" alt="The user has clicked &#x27;New&#x27; next to &#x27;Answers&#x27;. There are text boxes to add the answer, a description , and a report description. There is a tick box to select whether this answer is negative or not. There is an &#x27;Actions&#x27; section with a &#x27;New&#x27; button next to it as well." width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Mark if the answer is negative.

Negative answers will appear in red to assessors during an assessment. Negative answers usually require actions.

<div data-with-frame="true"><figure><img src="/files/OC86NPPS7MScNAEtdoUe" alt="This is the same image as before, but with the tick box for &#x27;Answer is Negative&#x27; selected." width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Add a suggested action by clicking 'New' next to 'Actions'.

{% endstep %}

{% step %}

#### Fill in the suggested action (see [above](#add-a-suggested-action-by-clicking-new-next-to-actions) for instructions).

{% endstep %}

{% step %}

#### Click the tick icon to save the answer.

{% endstep %}

{% step %}

#### Repeat steps 3-8 to add further answer options for the question.

{% endstep %}
{% endstepper %}

## **Edit a checklist or question**

{% stepper %}
{% step %}

#### Go to 'Checklists and Questions' in the app 'Settings'.

<div data-with-frame="true"><figure><img src="/files/aaK4Z5zCp0RUAgB4QA23" alt="This is an image of the full view of the RiskBase application, where the user has gone to &#x27;Settings&#x27;, clicked &#x27;Checklists and Questions&#x27;, and selected the Fire Risk Assessment folder."><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Click on a checklist or question.

<div data-with-frame="true"><figure><img src="/files/1zL3wcr6nrCAAkYvzlLq" alt="The user has clicked on a pre-existing Housekeeping checklist. This has the title, description, report description, and all checklist items already populated." width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click on the tabs under 'Title' and '(Report) Description' to edit the text.

{% endstep %}

{% step %}

#### Click on a checklist item under 'Checklist Items'.

{% endstep %}

{% step %}

#### Click on the tab under 'Checklist Item Text' to edit the wording.

<div data-with-frame="true"><figure><img src="/files/IPYsHyKH59Is4Ij7PORS" alt="This shows the pop up for a pre-filled checklist item, with the text, one suggested action with a red cross symbol before it, and one suggested control with a green tick symbol before it. "><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Edit suggested actions and controls by clicking on the tabs under 'Actions' or 'Controls'.

See [above](#provide-the-what-and-why-for-the-action) for further information.
{% endstep %}

{% step %}

#### Remove suggested actions and controls by clicking the three dots next to one and clicking 'Delete Action'.

<div data-with-frame="true"><figure><img src="/files/HVta1TsLSoo9oLyOx0PX" alt="This is the same image as before, but the user has clicked the three dots next to the suggested action, and has the option to &#x27;Open Action&#x27;, &#x27;Unlink Action&#x27;, or &#x27;Delete Action&#x27;."><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Add new suggested actions and controls by clicking 'New' next to 'Actions' or 'Controls'.

See [above](#add-a-suggested-action-by-clicking-new-next-to-actions) for further information.
{% endstep %}
{% endstepper %}