Creating an Assessment of Type Questionnaire

Context

You use this procedure to create an assessment of type questionnaire.

Procedure

  1. Open the Assessment application.

    The Assessments screen appears.

  2. Select the Questionnaire.
  3. Choose New.

    The Create Assessment window appears.

  4. Enter Description.
  5. Select the Assessment Template.

    The required type of business objects is displayed. This information is fetched from the assessment template.

  6. Save your entries.

    The assessment screen is displayed.

  7. Enter the required information in the following sections:
    • Information
    • Assignments

      You can assign one or more equipment, locations, groups, or systems to the assessment.

      You can select one or more assignments and select Quick View to display the overview. The Quick View is available for equipment, locations, and systems.

      If equipment with model and location is already assigned to an assessment and you want to assign more equipment, then a new Recommended tab is displayed in the Start of the navigation pathAssign Next navigation step Select EquipmentEnd of the navigation path dialog box. You can view and assign the matching models and locations in this tab.

      You can view and navigate to the location of an equipment assigned to the assessment from the Location column.

    • Documentation

      When uploading a new document, you now have the option to upload the document without running a duplicate check using Upload button. You can also run a duplicate check for the new document and if no duplicates exist only then upload the document using Check and Upload button.

    • Question and Answer

      Select the answer to the for each of the questions and choose Save.

      You can view the question and answers as List View or as Matrix.

  8. Save your entries.

Results

The questionnaire score is calculated and displayed and once assessment is published. Questionnaire score is shown on all the business objects. The answer overview is also updated with relevant answers.