Set Up Questionnaires

Both safety incidents and inspections use questionnaires hence you need to set them up.

Both safety incidents and inspections use questionnaires. Incident investigations use questionnaires to assist investigators during their investigation. It helps the organization ensure consistency and quality of the investigations. Questionnaires also provide flexibility and fit as the investigator can select from a list of questionnaires defined and configured by your administrator. Questionnaires are also used in health surveys and cybersecurity incidents.

You can add a questionnaire to an inspection item that's used in a safety inspection. You can either create a basic questionnaire from within the Inspection Items page or create a detailed questionnaire using the Questionnaires page by selecting a questionnaire template as you do for safety incidents.

Workforce Health and Safety Incidents, Cybersecurity Incidents, and Workforce Health and Safety Inspections are three subscribers of Questionnaires. As an administrator, you can define and manage your set of questions, questionnaires, questionnaire templates in the Setup and Maintenance work area Workforce Development offering. You can search for these tasks and use them to define and manage your questionnaires.

1. Questionnaire Lookups

2. Questionnaire Templates

3. Questionnaires

4. Question Library

To start with, you can find a questionnaire template, Workforce Health and Safety Standard Investigation under the Workforce Health and Safety Incidents subscriber. You can make use of it and create your questionnaire.

1. In the Setup and Maintenance work area, go to:

   • Offering: Workforce Development

   • Task: Questionnaires

2. n the Questionnaires page, search for Workforce Health and Safety Incidents subscriber. You can see a Safety Incidents folder and a Health Surveys folder. Use the former to create questionnaires related to safety incidents investigation and latter to create health survey questionnaires. Create the questions in the relevant folder. You can also search for and select the Cybersecurity Incidents subscriber to manage questionnaires in this area. For Safety Inspections, search for the subscriber Workforce Health and Safety Inspections. Add questionnaires to the Safety Inspections Questionnaires folder for these questionnaires to be available for use in the Inspection Item Maintenance page. It's also possible to create questionnaires from the Inspection Item Maintenence page. These questionnaires can be edited from the Questionnaires page.

   Note:

   The Cybersecurity Incident has its own subscriber. Questionnaire for cybersecurity investigations should be included under this subscriber and the folder cybersecurity questionnaires.

3. Click Create.

4. You need to select a questionnaire template to create a questionnaire. Search for and select Workforce Health and Safety Standard Investigation questionnaire template. This Health and Safety template is provided for you to start with. You administrator can create more templates that are specific to your organization.

5. Modify the Basic Information and Contents of the questionnaire as per your needs.

6. Review the questionnaire and click Save and Close.