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Answering Checklists and Questions

Answering Checklists and Questions

Once an assessment template has been opened in the app, a series of checklists and questions will appear. These guide the process of carrying out an assessment to a compliant standard.

Once an assessment has been started, the formatting of the checklists and questions (i.e., title, content etc.) cannot be edited.

Checklists and questions do not have to be completed in the order that they appear on the template.

To answer a checklist:

  1. Click on the checklist name, for example, ‘Electrical Faults’ in a Fire Risk Assessment.

All the checklist items in this checklist will appear on the right hand side. These statements can be agreed or disagreed with.

  1. Agree by clicking the green tick.

  2. Disagree by clicking the red cross.

  3. If a statement is not applicable, click the black line. This means this checklist item will not appear on the final .PDF report.

As the checklist is answered, a progress bar will appear on the left hand side next to the checklist heading. Once all statements have been agreed or disagreed with, the bar will be completed.

To answer a question:

  1. Click on the question name

The question will appear on the right hand side

  1. Select either ‘Yes’ or ‘No’.

Once the question is answered, either ‘Yes’ or ‘No’ will then appear next to the question item on the left hand side.

There is a progress bar at the top left hand side of the screen to track how many checklists and questions have been answered.

Glossary:

Checklist: Refers to a set of statements which an assessor can individually either agree with, disagree with or mark with a dash to show it was considered but not deemed relevant to this assessment. Actions and Controls are linked within the final report to the checklist they were raised against.

Question: Refers to individual questions which a user gives a selection of pre-determined answers to choose from.

Checklist item: Refers to a statement which an assessor can either agree with, disagree with or mark with a dash to show it was considered but not deemed relevant to this assessment.

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