Understanding Service History Questionnaires

Service History questionnaires can be created to guide workers through corrective and preventive inspection processes.

During the completion process, workers are guided through a series of questions assessing the condition of the asset. The answers can be “weighted”, which when calculated, gives an overall score as to the condition of the asset. The calculation is generally a sum (answer points * question weight), but can vary depending on the service history type. The total inspection points are then normalized to an overall grade or score. The condition rating and confidence rating are also calculated and the asset is updated with the appropriate values.

Questionnaire and failure details are displayed in the Completion tab once the activity is completed. For integrations, Questionnaire and failure information is also sent to the external system using the activity outbound sync. The I ntegration Parameters section of the Work Management Master Configuration uses two mutually exclusive settings - Exclude Questionnaire Details in the Activity Details and Exclude Failure Information in the Activity Details - to manage whether Questionnaire or Failure details are sent or excluded from the sync message. When setting is either Blank or No, details are sent to the external system. When setting is Yes, details are excluded from being sent and assumes the customer will use their own method for retrieving these details.

Service History questionnaires are associated to a Questionnaire Service History Type which is then associated to an asset type. The Questionnaire Service History Type can also be defined to automatically generate follow up work activities using work requests or work orders.

Answers on the service history questionnaire can be defined as check boxes, multiple choice, or free-form text.