The Periodic Review Module allows you to create your question set within the system, which you can then report on to spot trends and identify where action may be necessary.
To create or edit your questions, you need to access the Account Settings.
Navigate to Account Settings from the system Home Page.
Note: Only users with Master User permissions can access the Account Settings.
Click Module Setup followed by Periodic Review Setup.
Click +Add New Periodic Review Question.
Complete the details of the question using the fields provided, you can find further guidance below.
|Define Question||Type the question as you want it to appear to the User in the Module.|
You can break down your questions into sections. To do this, select the name of the section you wish the question to appear in.
|Description||This will appear in the form of a Tooltip (i) next to the question and can be used to provide further information or guidance for answering the question.|
You can choose as to whether the User will have to answer the Question by selecting Yes or No, or by adding text to a free-text field.
|Not Applicable||Do you wish the question to have a Not Applicable (N/A) answering option.|
The question will be available for use in the module.
You can use the Edit and Delete buttons should you need to make any amendments. You can also drag and drop the individual questions to rearrange the order.
Should you need any further support please contact the team at firstname.lastname@example.org or call 01206 321 391.