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How do I add questions to Incident Assessments?
To add questions to an Incident Assessment, you must first add the field to the register via Field Management.
- Please refer to the article: Incident Field Management - How do I add, delete and hide fields?
Once the field has been added, follow the steps below.
1. Access the Assessment Creator
To add a register field to your Incident Assessments, navigate to Incident > Assessment Creator.
You will see two assessments here:
- Report Incident: Used by end users to report incidents via the home page.
- Reported Incident Assessment: Used by Incident Officers/admins to manage the incident life cycle after it has been reported.
Click on the 'Edit' button in the relevant assessment, and then click the relevant section in which you want the question to appear.
- Next, select Add > Question.
2a. Updating the 'Report Incident' Template
If you are updating the 'Report Incident' template:
- Select the Incident Register Field you added via Field Management.
- Update the question text, description and guidance (optional).
OR
2b. Updating the 'Reported Incident Assessment' Template
If you are updating the 'Reported Incident Assessment' template:
- Select Master Register Field as the 'Question Type'.
- Select the Incident Register Field you added via Field Management.
- Update the question text, description and guidance (optional).
- Note: Using Master Register Field as your question type ensures that the question is reportable within the Incident Reporting engine. Other question types are typically used for question logic and to gather additional information on the Incident, but they are not reportable.
- Click Add Question. The question will then appear at the bottom of the selected section.
- You can reposition the question by clicking and dragging it to the relevant position in the section.
- Remember to click the green 'Save' button before exiting the Assessment Creator page.
- Once the assessment has been saved, your updates will be reflected within the live assessment.