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Creating responses for custom questions

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Written by Huzayfah Patel

Note: You must have Master user permissions on your profile in order to access the account settings and module setup.

Create the list

  1. From the home page click Menu (the three horizontal lines in the top left of the screen).

  2. Click Account Settings then click Module Setup.

  3. Click All Modules. then under List Management, click +Add a new list.

  4. Name the list.
    Note: We advise the name to correspond with the question being asked.

  5. From within the List Management section, locate the list you have created.

  6. Click +Add new option.

  7. Enter a List option name then click the right arrow to add further options to the list.

  8. Once all options are added, click Save.

Add responses to an audit question set

  1. In the menu on the left, click Account Settings.

  2. Click Module Setup then click Audits Setup.

  3. Find the relevant question set from the list then click +Add question.

  4. Enter the question name.
    Note: We recommend naming this the same as the list created.

  5. If required, enter a tooltip description.

  6. Choose the response type.
    Note: The radio button, drop-down and multi-option drop-down fields allow you to select a list for the responses to be chosen from.

  7. Select the list to have users choose the responses from.

  8. Choose whether to make the question mandatory to be completed as part of the question set.

  9. To continue to add questions to the question set, click Save and add another.

  10. Click Save.

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