Supporting data : Supporting Data : Standard orders : Adding a standard order : Linking questionnaires to standard orders
Linking questionnaires to standard orders
You can link questionnaires to standard orders. A single standard order can be linked to several questionnaires.
Procedure
1. Go to the Standard orders TSI.
2. Click the Standard orders level and select the standard order to which you want to link questionnaires.
3. On the action panel, click Link questionnaires. The Link questionnaires dialog box appears.
4. Select the questionnaires you want to link from the Available list and move them to In use.
5. Click OK. The questionnaires are linked to the selected standard order.
6. To unlink, select the questionnaires in the In use list and click the left arrow button. The questionnaires are moved back to the Available list.
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Linking a great number of questions to a standard order can have a negative impact on the performance. The impact will become evident when processing an order that is based on this standard order. The exact number of questions that will reduce the performance, as well as the impact on the performance depends on your local infrastructure. However, it is recommended to limit the number of linked questions to 25.
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If you work with Planon AppSuite, do not link an LMRA questionnaire to a standard order, because this would result in an undesired work flow. If the back-office creates an order based on this standard order with linked LMRA questionnaire, field engineers are unable to receive an uncompleted LMRA questionnaire in the EHS wizard. Instead, the back-office staff would be required to answer the LMRA questionnaire, which is not intended for them.