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Configuring an evaluation checklist

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To configure a new evaluation checklist, in the main screen toolbar, click on the button. To edit a record, click on the button.

 

On the screen that will be opened, fill out the following fields:

 

 

Fields

ID #

Enter a number or code for the evaluation checklist.

Name

Enter a name for the evaluation checklist.

Value

Enter the item value that will be associated with the evaluation checklist.

% acceptable

Enter the minimum percentage for the acceptance of the inspection. In that way, the record does not need to reach 100% for the inspection to be approved, thus allowing greater flexibility for the receivings with situations in which no action is required for a given response, but which should continue to impact the configured indexes.

 

After that, save the record.

 

The Checklist items tab will be available. Click on the button to add the questions that will be part of the checklist. Fill out the following fields of the screen that will be displayed:

 

 

Fields

Name

Enter the question that will be added to the checklist.

Value

Enter the question value that will be added to the evaluation checklist.

Upper level item

Select the record that is one level above the question.

Answer

Select the type of answer that will be used for the question:

Use default answers (Yes, No, N/A): If this option is checked, fill out the following fields on the Answers and Description tabs:

oDefault answer: Enter a default answer for the question that will be informed by the system when the checklist is filled out.

oMandatory to have [Comments] field filled out when: Select in which situations it will be mandatory to fill in the Comment field of the checklist. For example, If the No and N/A options are configured, when selecting these options as answers to the question of the checklist, the Comment field will have to be filled in compulsory.

oDescription: Use the field on this tab to make general descriptions about the question that will compose the checklist.

Use customized answers: If this section is checked, click on the button to add the customized answer and fill out the following fields of the screen that will open:

oAnswer: Enter the answer for the question of the checklist.

oValue: Enter the value for the answer in question.

oDefault answer: Check this field so that the answer in question is automatically selected.

oComments required: Check this option so that filling out the Comments field is mandatory if this answer has been selected.

 

Save the record.