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Creating and Managing Questions for Use in Inspections
Who is this article for?Users responsible for content of inspections.
Inspection Administrator(INSADM) permissions are required.
While Inspection manager does allow you to create your questions ad-hoc as you build your inspection checklist, you can also pre-build a list of global questions that may be used repeatedly across inspections.
1. Accessing Questions
To access Questions:
- Navigate to Inspection Manager.
- Select Questions.
You can use any combination of the available filters to refine your search query.
- Title - Display questions with matching text in the question title.
- Data Type - Display questions that use the corresponding data type.
- Question Text - Display questions with matching text in the question text.
2. Creating Questions
To add a new Question:
- Click the New icon located to the right of the Questions header bar.
The blank New Question screen will be displayed.
- Complete the mandatory fields: Title, Question Text.
- Select the Data Type.
Text, Integer, or Decimal Metadata Types may be simple fields or offer choice from a table of values. These are presented as either a dropdown box or as a radio button selection. - Define an optional Tooltip.
This will be displayed when the associated display screen Label has the cursor placed over it. - Select an Owner.
This can be an individual User or a Group. - Click Save.
Dropdown and Radio Button Data Types
When Drop Down or Radio Button is selected, the Metadata Type Details screen will expand to reveal the Value section.
To add a new row, click the Add New Value icon.
Values entered in each row added must match the data type selected.
You can use the arrows to sequence the supplied items. This dictates the order in which they will be presented in the Dropdown or Radio Button.
To delete a field, click the Delete Value icon to the right of its row.
Integer and Decimal Data Types
When Integer and Decimal Data Types is selected, additional fields for the optional declaration of Minimum, Maximum and Default will be displayed.
Minimum Number and Maximum Number fields can be used to validate the input value supplied when the record is saved.
Default field can be used to populate the value into all records using the associated Metadata Type.
In both Integer and Decimal Metadata Types, negative numbers may be used.
Text and Multiline Data Types
When Text and Multiline Data Types is selected, additional fields for the optional declaration of Minimum Length and/or Maximum Length of characters (cannot exceed 9999), and an optional Default field will be displayed.
A fourth Text option is available - Multiline. This allows for the provision of paragraphs of information. This has no default field. For Multiline Data Types, ensure that you set both the Minimum and Maximum Length.
Date Data Type
When Date Data Type is selected, fields for Minimum Offset, Maximum Offset, and Default values will be displayed.
These values are expressed in terms of offset in Days or Months from the date of record creation. The Default is an offset, which must be between the Minimum Offset and Maximum Offset values (if provided).
The date range has a limit of plus 834 years and minus 84 years.
Yes/No Data Type
When Yes/No is selected, a Boolean field option will be displayed.
This allows the Default value to be set to Yes, No, or No Default (allowing the User to select a value of their choice).
Once a data type has been selected and you save the Question Type, the data type will be locked and cannot be changed. You will still be able to amend the specific data such as drop down items or the parameters of a field.
3. Amending Questions
To edit an existing Question:
- Select anywhere in the record row of the target Question.
The Question Details screen will be displayed.
- Make required changes.
- Click Save.
Any changes that you may will be reflected in all questions of this type.