Who is this article for?

User who are responsible for managing questionnaire questions.

Audit Administrator (AUDADM)permissions are required.

Question records include the actual words asked by the Auditor and, by association with a Question Type or Metadata Type they specify the format of answers sought. The question record will also eventually contain the data collected in the answer.

Question Types are used as templates for the building of Audit Questions. They may incorporate the Metadata Type(s) that defines the data to be collected.

1. Accessing Questions
2. Creating Questions
3. Amending Questions
4. Accessing Question Types
5. Creating Question Types
6. Amending Question Types

1. Accessing Questions

To access Questions:

1. Go to Audit Manager.
2. Select Housekeeping.
3. Choose Question Maintenance.

2. Creating Questions

To create a Question record:

1. Click the Add New Record icon located above the Code column heading.
   An overlaid Question Details screen will be displayed.

2. Choose a Question Type from the dropdown (if required).
3. Give your Question a Code.
4. Enter the Question text.
5. Click Save.
   You will be presented with the Question Details screen.

6. Complete the rest of the fields in the upper part of the Details form.
7. To optionally associate Standards or Documents with this Question, select the relevant Associate… icon in the table in the lower part of the Question Details screen.
   You will see an overlaid screen.

8. Choose the required associations by ticking boxes.
9. Select Associate Selected Documents above the list.
10. Click Save.

3. Amending Questions

To edit a Question record:

1. Select anywhere in the record row of the Question you wish to amend.
   You will be presented with the Question Details screen. A tab for that Question will be added at the top of the active area. Up to 10 questions can be open at one time.

2. Amend the details as required.
3. Click the Save icon.

4. Accessing Question Types

To access Question Types:

1. Navigate to Audit Manager.
2. Select Housekeeping.
3. Choose Question Types.

5. Creating Question Types

To create a Question Type record:

1. Click the Add New Record icon located above the Title column heading.

2. Give your Type a Title.
3. Add an optional Description.
4. Change the Owned By selection as needed.
5. Tick Active to make the Type selectable when creating new Questions.
6. Date Modified is automatically populated by the system and is read-only.
7. Click the Associate Metadata icon to add Metadata to the Question Type.

8. Select the required Metadata Type(s) by ticking the boxes in the list.
9. Click the Associate Selected Metadata Types icon.
10. Save your Type record.

6. Amending Question Types

To edit a Question Type:

1. Select in the row of the relevant record in the left hand list.
   The Question Type Details screen details area will be populated with your selection.
2. Amend the details as required.
3. Click the Save icon.