Creating a Question

To create a question in the Question Library, navigate to Library > Questions.

This view lists all questions that exist within the organization.

To add a question, select the + button on the bottom right of the screen.

The next menu prompts the creation of the assessment question and its response.

The Program, Question and Title must be filled out in order for this question to be created, the other fields can be left blank if desired. 

1. Select this question's Program. The selected Program cannot be changed after creating the question.
2. The question displayed in an assessment. Use the tool bar across the top of the text box to customize the question's display in an assessment.
3. The title of this question. All questions must have a title. Duplicate titles are accepted.
4. Describe why this question is being asked (optional). Add any additional context for the assessor to see when viewing the question. 
5. Describe the immediate response that should be taken if the question fails (optional). This will only appear if the question fails in an assessment. 
6. Add attachments (e.g., documents, images, etc) to this question for the assessor to reference.
7. Add files from the Files library to associate to this question. Use the + Add File and + Add URL options to create files, add them to the Files library, and associate them to this question.  

8. Add Tags to this question helps capture and categorize metadata, sort questions in the library, and are used to randomize questions in an assessment. More information on randomizing question can be found here.  

9. The Location Scope determines where in the Org Tree this questions can be used in an assessment. If an assessment containing this question occurs outside of the question's scope, it will not appear in the assessment.

10. The Response Type formats the response to the question. EASE provides multiple response types depending on the question's Program: Pass/Fail, Free Form, Score, Multiple Choice, Multiple Select, Number, Date and Time, and Signature. Each Response Type carries it's own unique settings that are displayed once the Response Type is selected.

• Pass/Fail: This question can only be passed or failed. Change the custom labels for Pass and Fail to whatever best suits the question (Good/Bad, Hot/Cold, etc.).
• Score: A scored response type allows the assessor to choose this question's answer within a predetermined scoring range. The Score field determines the highest score allowed for this question. This creates a range between 0 and this chosen number (up to 100). The Minimum Passing Percent determines the minimum percentage score needed for this question to pass. Allow Assessor to Change Max Score allows the assessor to change the scoring range when responding to the question in an assessment.
• Multiple Choice: This response type allows assessors to choose a single response from multiple options. Under User Defined Group, select a group from the dropdown menu to set the available responses for this question - this list shows all Groups from the Groups Library in Organization. More information on Groups can be found here. Restrict to allows users to limit the group's categories which determine the options the assessor has available. Currently multiple choice/select questions cannot be passed or failed.
• Multiple Select: This response type allows assessors to choose more than one response from multiple options. Under User Defined Group, select a group from the dropdown menu to set the available responses for this question - this list shows all Groups from the Groups Library in Organization. More information on Groups can be found here. Restrict to allows users to limit the group's categories which determine the options the assessor has available. Currently multiple choice/select questions cannot be passed or failed.
• Free Form: This response type allows assessor to input up to 1000 characters into the text box as a response.
• Number: This response type allows the assessor to input a numerical value within a predetermined scoring range. Fill out the Custom Label field to label the numerical value (e.g., Fahrenheit, centimeters, etc). The Valid Range sets the highest and lowest acceptable values for the response. In Pass Range, choose the acceptable response range to for this question to pass (Between, Not Between, Less Than or Equal to, Greater Than or Equal to).
• Date and Time: This response type prompts the assessor to mark the date and time as a response. The date is required, but the time can be optional or turned off completely. 
• Signature: This response type prompts the assessor to sign their name as a response. The name field is required, but the signature can be optional or turned off completely. 

Question and response formatting can be configured further by using the following fields:

11. Attachments: Does an image/file/video need to be attached to the response? This can be off, optional, required, or required on fail.

12. Comments: Does the assessor need to add a comment to the response? This can be off, optional, required, or required on fail.

13. Failure Category: If this question fails, does the assessor need to categorize the finding using Failure Categories. This can be optional or required. 

14. Response Required: Is a response to this question required in order to submit the assessment?

15. Allow N/A Response: This creates an N/A response option for this question that the assessor can select.

16. Critical: If a question is marked as critical, failing this question will mark the entire assessment as failed. LPA questions are critical by default.

17. Findings: Will a finding, or non-conformance, be created if this question fails? This can be set as off, optional, or required on fail.

18. Alternate Responsible Party: If a finding is created, this question's responsible party will be notified and assigned to close the finding. Select a user (with the Responsible Party role enabled) to become this question's designated responsible party. Select Allow Selection to allow the assessor to select the Responsible Party when creating the finding in the assessment. Alternatively, select None, which passes on the finding to a Responsible Party set at the document or location level. More information on Routing Findings can be found here. 

19. Finding Closing Requires Attachment: If this question fails and a finding is created, does the assigned Responsible Party need to include an attachment in order to close the finding?

Once all mandatory fields have been filled out, click Save on the bottom right of the menu. This question now exists within the Question Library.

EASE offers an expedited and efficient method to creating questions. Instead of manually creating each individual question, you can use EASE's excel template to upload multiple questions at once. More on that can be read here.

New questions can also be created from within a document. Navigate to Library > Documents and select an existing document from the list. In the document, click on Revise at the bottom right of the screen, and the + Add Question option will be located at the top of the list of questions under the Questions tab. 

More information on adding questions to an existing document can be found here.