Jonathan Stoop
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Articles
Recent activity by Jonathan Stoop-
How to Add Conditional Questions to a Document
Conditional questions in EASE allow you to set up pass/fail questions that trigger relevant follow-up questions based on the assessor's initial response.Conditional questions are configured when cr...
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Document Files
Assessment documents have a Files tab that allow users to attach, view, and manage supporting files directly within a document. It replaces the former Document References tab, offering a more strea...
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Document Revisions
Each document has a Revisions tab where users can view all revisions made to an assessment document. To access a document's revisions, navigate to Library > Documents and select a document from the...
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Document Approvers
Documents approvers are users that review a document before it can be activated.*Note that if there is more than one approver, all approvers must approve before the changes will take effect. To add...
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Document Settings
To access a document's settings, navigate to Library Documents, select a document from the Document Library, and click on the Settings tab near the top of the menu. This menu displays all configura...
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Adding Questions to a Document
Questions can be added to an assessment document in multiple ways. To add questions to a document, navigate to Library > Documents, and select a document from the Document Library. EASE offers 3...
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Create a Document
To create an assessment document in EASE, navigate to Library > Documents. In this menu, you will see your entire Document Library. Select the + button at the bottom right of the screen to create a...
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Document Navigation
To access assessment documents, navigate to Library and the Document Library will appear under the Documents tab. The Document Library contains all assessment documents. *NOTE: Greyed out documents...
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Teams
In Organization, it is now possible to create Teams of users. Teams can be assigned to specific urgency levels within Program Settings to receive notifications when findings are created with those ...
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Users
Users can range from individuals that conduct assessments, close findings, review reports, or manage the system. To access all existing Users, navigate to Organization and select the Users tab from...