Work-related questionnaires (dynamic questionnaires)
A Work-related questionnaire is a specific concept within Planon's questionnaires concept. It has its own business object (Work-related questionnaires), which can be used to link questionnaires to the PMFS solution , after which they can be displayed and filled in on the app.
Work-related questionnaires displayed dynamically at relevant moments in the workflow of a work assignment.
In case of the Planon app > PMFS solution this means: on specific configured status transitions or on the Summary page of a work assignment that is already in progress.
 | Regular or 'fixed' questionnaires (based on the Questionnaires business object) can only be displayed on the Done status of the linked order / work assignment. See Questionnaires for more information. |
Planon application managers can configure work-related questionnaires by:
• defining a Questionnaire - work assignment scope
• linking this scope to a standard order and to a work assignment status transition (corresponding with a mobile status transition).
Good to know:
Work-related questionnaires may include questions that are either mandatory or mandatory under condition. Such mandatory questions will guide the app users through the configured workflow. Planon's multiple active work assignments functionality is also supported, so the same questionnaire can be presented to multiple individual app users, who can each fill in and submit their answers.
Scopes for work-related questionnaires are configured in Questionnaires . See: Defining a scope for work-related questionnaires.
| | The Work-related questionnaires (base) business object has subtypes. One subtype is the Work-related questionnaire. Another subtype is the LMRA questionnaire, which is used in Planon's Health & Safety solution. Back-office staff can view completed questionnaires that are linked to orders in the Work Orders TSI. Both LMRAs and Work-related questionnaires are displayed on the on the > selection step and the > selection step, while LMRAs are also shown on a dedicated > selection step. |