Custom Questions: Creating Your Own Audit Questions

Simplifya's Audits feature gives you the ability to create your own audit questions and either add them to Simplifya audits, or conduct audits of just your own audit questions.

Getting Started

You can create and manage your custom questions through the "Audits > Questions" sub-module. To create a new question, click the "Add" button in the top right and then click the "Question" option. 

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After clicking the "Add Question" button, you'll land on the Create Question form, with the following fields to complete for your new question:

• State: The options in the state field include any states where the company has an active location or "All". If a state other than “All“ is selected:
  • A question will only appear when auditing locations in that state
  • A question can only be added to Question Groups matching that state
• Category: Select from categories you’ve created. Questions will be grouped by category in the audit interface when conducting an audit and in audit reports.
• Question Title: The Question Title will be listed in the question tree when conducting an audit, and will give auditors a way to easily identify and navigate to a question.
• Question: The text of the question which an auditor will provide an answer to. 
  Note: You cannot have two questions using the exact same text.
• Answer: Select the possible answers for this question, and the compliance status for each. Any of the three answer choices can be configured to have the following compliance statuses: "Compliant", "Non-Compliant", and "Pending".
  • A question must have at least two answer options selected in order to be saved.
  • Note: Answers with a “Non-Compliant“ status will generate an Action Item if one has been added.
• Action Item(s): When an Action Item is added, a remediation task will be created when an auditor selects the question’s non-compliant answer during an audit.
  This is optional.
• Risk: Assign a risk ("High", "Medium", "Low") to your questions in order to identify the most important remediation items on your audit reports. 
  This is optional.
• Question Group(s): Question Groups allow you to put your questions into groups. When creating an audit, you can add these question groups to your audit. Only question groups matching the question’s “State“ will appear in the drop down.
  This is optional.

After completing all fields on the Create Question form, you can either save the question as a draft, or publish the question. 

Question Statuses

Questions have two attributes which determine whether they can be pulled into an audit.

• Status: Possible options are "Active"/"Inactive". Questions start out as "Active" upon creation.
• Display: Possible options are "Draft"/"Published". Upon creation, a question can be saved as either, depending on the button clicked upon creating the question.

In order to appear in audits, a question must be both "Active" and "Published".

Permissions

Only Managers and Administrators on the account can create custom questions. The following permissions apply:

• Administrators: Can attach questions to any state in which the business has a location.
• Managers: Can attach questions to any state in which the business has a location AND they are added.