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Creating protocols and questions
Who is this article for?Users working with audits.
Audit access is needed.
This guide will walk you through streamlining protocols and questions creation. Follow the engaging instructions to efficiently manage audit protocols, add new sections, create questions, and save changes effortlessly.
1. Creating protocols and questions
- Click Modules and then open Audit Management.
- Click Manage Audit Protocols.
- Click "New"
- Complete details
Note: The Protocol ID field has been deprecated, while existing data remains unaffected. There is a Uniqueness validation: To avoid duplicate names, which is implemented for the protocol name field. So, no more worries about figuring out unique titles, the system will automatically let you know with a pop-up message when entering same titles, per the ones you have saved before.
- Click Save and Next. After saving protocol details, the system automatically moves to the next tab, making the process more efficient.
- Click Add Section. From the protocol question screen, you can add a new question category or section header without navigating to separate setup screens.
- Click "Search existing or type to create new..."
- Search for the sections that you need to add to the protocol or create new protocol sections if needed simultaneously.
- Click Save.
- Click Add New Question.
Note: The first section without any questions automatically expands, prompting users to take action. And now all buttons have been renamed to let end user easily identify what to do next. Now you can Easily create new question from the protocol question screen.
- Complete details.
- You can set up new response set or select free text response if needed and do all that from here as well very quickly and easily.
- Click Save. If you needed to create more new questions you can do that by clicking on the save and create next question. if not just click on Save to go back to protocol sections.
- If you want to add an existing question from the library, Click on Add from Library.
- Click Close.
- Click Question ID if you need to edit. You can select and save as many questions as you need, and then Edit protocol questions directly from this protocol question screen without additional navigation by clicking on its hyperlink
- Click Save.
2. Further Reading
- Locking audit questionnaires
- Creating a new training plan
- Closing and re-opening an Incident
- Configuring Incident severity classifications
- Configuring Near Miss Incident Severity Classifications
- Configuring SIF driven investigations
- Updating dynamic tags using Dynamic Tag pro
- 24.2 Audit Management Release Notes