Custom Questions for Inspections

Custom Questions for Inspections



Today we’re going to learn how to create a custom question template to be added to inspections.

First, we need to go to our Configuration page by hovering over Admin, selecting Configuration, and then scrolling down to Custom Question Templates under Other.

This opens to your Custom Question Template Search window. You’ll see any custom question templates that are already in the system listed below. We want to create a new one that will be added to inspections.

Click on New Custom Question Template.

Type the name of the template in the Main InformationName box. Mine is for security questions, so I’m going to name it “Required Security Questions for Inspections.” Next, check mark by Inspectionunder Per Service Location.

Now let’s put in the questions. I only have two, so this will be easy. Scroll down to Questions and by Add Question of Type, select Radio. This will give us the options for the answers to be selected by radio button.

In this new window, at the top, type in your first question by Question Prompt. For example, mine is, “Did you lock all exterior doors?” I type that in. Then make sure that by Is It Required that you have Yes selected, as these are questions that require answers at each inspection.

Under Options, by New Possible Answer, add in the possible answers. Ours are Yes or No, so I type that in and select Add Possible Answer after creating each one. (You can see in the Preview below what this will look like to the inspector.) If this is satisfactory, then click Save at the top or bottom of the screen. If not, then edit what you need to and save.

It takes you back to the Custom Question Template window. We still need to add one more question, so scroll down to Questions at the bottom and again select Radio by Add Question of Type. Then add the other question, with the same parameters if it’s the same. (Ours is “Did you turn all lights off?”) Save this too.

You see your questions now show up at the bottom of the page. Now hit Save. It now shows you the template name and its main information. Here is where you will assign it to the service locations where you want this to show up. Click Assign to Service Locations.

If you know you want this to show up on every locations’ inspection, keep Automatically Assign This Custom Question Template to New Service Locations check marked at the top. If not, uncheck this now.

Now click on all the service locations that you want this to apply to when their inspection is being performed. I know that I want this on every inspection we do, so I need to attach it to all service locations. So, under Add Service Locations, click in the box to check mark under All Service Locations. Then hit Save and you’re done! You’ve now attached this template to all service locations so that when they’re inspected, these questions must be answered.

    • Related Articles

    • Custom Question Templates Overview

      Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...
    • Custom Rating Templates

      What Are They? Rating templates are used with Job Templates. They are what allow you to rate how well any given service has been performed and lets you know where improvements are needed. Custom Rating Templates then are rating templates that you ...
    • Custom Reports for Mobile Surveys

      Mobile surveys, if they generate work orders, display answers in reports like Message History or Work Order reports. However, these reports don't break down question-answer relationships. For detailed analysis, consider creating a custom report using ...
    • Percentages in Inspections

      As you complete inspections in Otuvy QM, you will notice that there are scores given per service, per area, per inspection, and per location or group of locations over a period of time. You will also see that some of your inspections have a ...
    • Completing Saved Inspections on the Mobile App

      What is a Saved Inspection? A Saved Inspection is any inspection you performed on your mobile device that was not fully uploaded to CleanTelligent servers. It could be that you didn't have an internet connection when you completed the inspection. It ...