Adding question categories to checklists

This article is about the use question categories. The use of question categories will provide the users an overview of their area of responsibility.


What is question categories?

Question categories are used for grouping specific questions, possibly spanning across several checklists. When adding categories to checklists, the categories function as filters both on reporting dashboards and on your location overview. This helps you focus on a specific group of checklists. 

For example, an organization might have multiple maintenance checklists, each consisting of both cleaning related questions and questions regarding wear and tear.
If these questions are categorized as respectively "Cleaning" and "Wear and tear" and are added across all checklists in the organization, the cleaning supervisor can quickly get an overview of all cleaning related questions, without running through all checklist results. The example is illustrated in the picture below.



Question Hierarchies 

Question categories are organized into hierarchies, that can each consist of several groups and categories. Groups are used to get an overall score for e.g. Cleaning, but also gives the additional option to look through the hierarchy, showing additional data. The hierarchy from above could be extended to this:




How to create checklist categories 

  • Step 1: To create a new hierarchy, go to Checklists tab, choose Question Categories tab and click add.
  • Step 2: Name your hierarchy.
  • Step 3: In the editor of the Question category hierarchy, add a new group or category, by clicking add (1). Chose the type of entity to create, either a group (2) or category (3).




The result of checklist categories looks something like this:



  • Step 4: After creating Question categories, they need to be attached to the applicable questions. Go to the checklists tab and edit the checklists you want to apply the categories to. This is done from the element editor.






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