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Investigator Checklist Questions

Adding Checklist Questions

The Investigator Checklist items are answer driven, meaning depending upon the answer the user may have to answer additional items. To add a checklist list question click on View Questions.

A new window will open and the User will see Checklist Question.

  • Checklist Title: shows the user the checklist being worked
  • Question: this is a question that the user has decided to have a follow up question. The User would select the Response to add a child to the question.
  • Response: the next question will be based on the response given in the parent question
  • Question Text: the user will enter the question text
  • Response Type: this is the type of control radio button (Yes, No) can only select one, select drop down (list of items) can only select one, checkbox (list of items) can select multiple date/time (date and time must be entered), Numeric (number only) and text response (type in comments). Response Type character limits are 250 characters.

If the user has selected a response type of radio button, select or check box and does not enter a response, the user will have to enter comments in the checklist item in tracker.

Example

What PPE was worn? The items can be listed as a checkbox to allow more than one selection.

To add a checklist question, the first one will be added to the question text. This can then become a parent for the next question if desired.

  1. Click the Add Question button
  2. Enter the question into the question text field
  3. Select if the question or attachment are required
  4. Select the Response type using the drop down
  5. Click the Save button

For each Response the user will click the Add Response button and the Save button.

  1. Click on the Question
  2. Click Add Response
  3. Enter the Response text
  4. Click the Save button

The question will be saved and be displayed in the grid below the Checklist Question.

The grid consists of:

  • Question Text: the user's question text
  • Response Text: the user's answers

Adding Parent Checklist Questions

To add a checklist question, the first one will be added to the question text. This can then become a parent for the next question if desired.

  1. Click on the Response
  2. Click the Add Question button
  3. Enter the question into the question text field
  4. Select if the question or attachment are required
  5. Select the Response type using the drop down
  6. Click the Save button

For each Response the user will click the Add Response button and the Save button.

  1. Click on the Question
  2. Click Add Response
  3. Enter the Response text
  4. Click the Save button

Editing Checklist Questions

To edit a checklist question, the user will need to go to the Administration>Checklists>Investigator.

Select the checklist to edit the checklist items.

  1. Click the question
  2. Make any changes to the question text, question require or attachment required
  3. The User may want to select a different Response Type
  4. Click Save
  5. Click the Question
  6. Click Add Response When all changes have been made click the Save button. The Checklist question will be updated in the grid.

Deleting Checklist Questions

To delete a checklist question, the user will click on the question and press the delete button.

If the user deletes a Parent Question, it will delete all associated child questions and responses as well.