After you have created or checked out an assessment, you can add questions to it. Please Note: Questions need to be first created in the Question Administration lookup screen.
Adding or Editing Questions in an Assessment
Hover over Assessments in the menu and select Assessment Question Administration from the submenu.
On the right of the screen, select the assessment type and assessment under the Filters section.
Click Add a Question under the Actions section. Please Note:
Only assessments checked-out to you will be available for selection. Therefore, if the assessment does not appear, return to the Assessment Management screen to check it out.
You can add all questions that have been labelled as default in the Question Administration screen by clicking Fill Default Questions.
Select the question from the Question drop-down. This will pull through information associated with that question from the Question Administration lookup.
Edit any data in the other fields to customise this question. This will NOT change the question in the Question Administration screen, these details are specific to this assessment.
Enter data in the following fields if required:
Question Number - This sets the order of the questions in the assessment.
Sub-Question Of - Select the question or question group that your question should be a sub-question of. This creates hierarchy and groups in your assessment.
Data type - This is the type of response allowed for this question.
Question Level - This is used for grouping questions together to determine whether the overall assessment will pass or fail based on that group of questions.
Guidance - Link guidance to a question by searching and selecting from the drop-down. For example, this could be visual guidance to illustrate the defect or attribute being assessed. Guidance needs to be set up in the Guidance Administration screen before it will appear in this drop-down. Click the View Guidance button to check you have linked in the correct guidance.
Quick Guidance - Text added here will appear in QC Mobile to guide the user in answering this question.
Allow Samples - Tick this check box if you want the user to take several samples to answer this question. This only applies if the data type is numeric.
Sample Summary - If you have selected the Allow Samples option, this field indicates how the samples should be summarised to result in the single response for the question. If you leave this blank, the user will be able to choose the summary when they have entered the samples in QC Mobile.
Sample Data Type - You will see this field if your question data type is NOT numeric or Yes/No. This field allows you to stipulate the data type of the samples that need to be collected.
List Samples of Report - Tick this if you want to include the individual samples on the QC Check report. If you leave this unticked, only the sample summary will show.
Response Formula and Score Formula - These are used for entering formulas which will calculate the response or score for this question.
Score Calculation - You can choose one of these options to determine how the score is calculated if applicable:
Response is score – This will make the response to the question the score. Only applicable to numeric questions.
% of sample size – You will also need to add the sample count question to your assessment to use this option. Greenlight Quality Control will take the response to this question and convert it into a percentage by referring to the number of samples (captured in the sample count question). Only applicable to numeric questions.
Formula – Select this option if you are entering a formula in the Score Formula
Response Required - Ticking this check box makes the question mandatory.
Hide – If your questions needs to be hidden unless the previous questions' answer meets a set criteria, tick this checkbox. Scroll down this article to find out how this process works.
Hide from reports - Tick this if you want the answers to this question to not be shown in QC Check reports.
Please note: You cannot build a formula that adds together the scores for other questions.
When you have entered all necessary data, click Save or Save and Add Another Question.
Adding Constraints and Corrective Actions to a Question
You can add constraints for each question, to calculate what equates to a red, amber or green response. You can also add a score to each constraint. The individual scores can be used to define the overall QA flag in the Assessment Constraints Administration screen.
Hover over Assessments in the menu and select Assessment Question Administration from the submenu.
On the right of the screen, select the assessment type and assessment under the Filters section.
Tick the check box next to the question you want to add constraints to.
Click Add Constraints under the Actions section.
Enter information for the first constraint, with the following customisation options:
Item constraint - Choose the response given by the user (e.g. if you have a numeric question, you need to enter minimum and maximum numbers).
QA Flag - Specifies whether the constraint has a red / amber / green rating.
Score - Enter a score for the constraint which will be deducted from the overall assessment score if the question response falls within this constraint.
Guidance - Select guidance from the Guidance Administration area to link to this constraint. Guidance needs to be created in the Guidance Administration screen before it will appear in the drop-down.
Quick Guidance - A text entry of specific guidance for this response constraint can be entered here. This will be displayed in QC Mobile in the guidance text if you select guidance in the Guidance field as well.
Corrective Action Type - Select a Corrective Action type (as created in the Escalation Process Administration screen) to be triggered if the question response falls within this constraint.
Please Note: Depending on the data type of your question, you may also see some of the following options:
Text Constraint - For short text or long text questions, you can specify text in this box. Greenlight QC will check the response entered by the user to see if it matches.
Check first - For short text or long text questions, you can specify a number of letters to be checked from the response given by the user.
Maximum Number and Minimum Number - For numeric questions, you can specify a value range.
Yes / No Constraint - You can choose yes or no question responses.
Minimum Date and Maximum Date - For date questions, you can specify a date range.
Date Lookup – This option allows you to compare the date entered for this question with one of the options from this Date Lookup list (e.g. arrival date, depot date, DU date).
Min Date + and Max Date + - To be used for date questions in conjunction with the date lookup option. This allows you to specify a range when comparing the question response date to the date selected in the date lookup box.
Once complete, click Save or Save and Add Another Constraint.
Please Note: When you return to the Assessment Question Administration screen, you will see the constraints for each question by clicking the green ‘>’ arrow.
Hiding Questions so they only appear after a specific Response
You can also create assessments that contain sub-questions which are only revealed when the parent question is answered with a specific response; all other responses will leave the question hidden. To do this:
Ensure the question(s) to be hidden is a sub-question of the parent question.
Edit each sub-question and tick the Hide box:
Add constraints (including a QA Flag) to the parent question and tick the Show Hidden Sub-Questions check box:
Press Save.
In this example, if the question "5. Appearance - Colour" is answered and its QA flag turns green, the sub-question "5.1 Appearance - Shape" will then show and be available to answer.