Customising Template Settings

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.