Setting Up Master Questions

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Master questions are a set of predefined responses that can be assigned to any question on an inspection template. For example, users can set up a Yes/No master question and assign it to each inspection template question that has a response of Yes or No. Master questions can also be deleted and unassigned to a question.

To set up a master question:

1.From the Main Menu, click Setup and from the submenu, click Projects. The Projects Setup Directory page opens.
2.From the Inspections section, click Inspection Templates. The List of Templates page opens.
3.Locate the inspection template for which want to set up master questions, or to search for a template, click the Expand icon and enter the appropriate search criteria and click the Search button:  From the Project drop-down list, select a project templates to display.
4.Click the inspection template for which you want to create master questions. The Inspection Template Details page opens.
5.Click the Form Setup tab. The Edit Linear Form Template page opens.
6.Enter a label for the master question in the data field next to the drop-down list in front of the Add Question button.
7.From the drop-down list, select the format for the master question to which you want to define responses.
8.Click the Create Master button. If the format for the question selected is checkbox, radio button, or drop-down, the View/Edit Inspection Custom Field page opens. If the format for the question selected is text, the master question displays in the list of questions for the form with a dark background.
9.From the View/Edit Inspection Custom Field page for checkbox, radio button, or drop-down format questions, enter the values to be used for the master question and click the Save button for the value updated and the Save button to save the changes to the values edited. The master question displays in the list of questions for the form with a dark background.
10.Click the Issues? checkbox to specify that issues can be created from the inspection question and click the Label data field to display the Save and Delete buttons, and click the Save button.
12.To view the defined responses for a master question, hover over the Edit button. The defined responses display.

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