Core TSIs : Sustainability : Audits in Sustainability : Setting up questionnaires for audits
Setting up questionnaires for audits
You can create audit questionnaires based on world standards such as BREEAM-in-use or LEED-existing buildings. At the Audits > Audit templates manager > Auditing standards selection level, the relevant audit categories are defined.
• The BREEAM standard has nine categories:
1. Management
2. Health and Wellbeing
3. Energy
4. Transport
5. Water
6. Materials
7. Waste
8. Land use & Ecology
9. Pollution
Scores can be obtained per category and through qualitative weighting a total score is obtained. Within bandwidths the total score of the examined building receives a qualification on the certificate: Pass, Good, Very Good, Excellent or Outstanding.
• The LEED-existing-buildings standard has the following categories:
01. Location and Transportation
02. Sustainable Sites
03. Water Efficiency
04. Energy and Atmosphere
05. Materials and Resources
06. Indoor Environmental Quality
07. Innovation
08. Regional Priority Credits
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Please be aware that you should always have a valid license for the selected audit standard. Planon does not deliver this license. Planon can upload the BREEAM categories, questions and answers by data import. Planon delivers the functionality to calculate scores but does not deliver the scores per answer.
Audit questionnaires and categories are set up at Audits > Audit templates manager > Auditing standards. For audit questionnaires and categories, the following fields are relevant:
Field
Description
Code
Enter a code for the audit questionnaire.
Description
Enter a relevant name for the questionnaire.
Weight percentage
Enter a number that is used to calculate the weighted percentage of scores in the Questionnaire tab on orders. The purpose of a weight factor on questionnaire is to average the scores at various levels in the sub-questionnaires.
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This feature only applies to sub-questionnaires.
Linked questions
Displays the questions that are linked to the questionnaire.
Translated name
Enter translations for the questionnaire name if you are working in a multilingual environment.
Audit?
Specify if the questionnaire is an audit or not. Select Yes to define a questionnaire with a hierarchical structure (sub questionnaire) and scores.
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This setting applies to all sub-questionnaires and cannot be changed after saving the questionnaire.
Maximum score
Enter a maximum score value for a questionnaire. This value is used to restrict the score for a questionnaire.
If this field does not contain a value, Planon uses the value of the Maximum score - calculated field as maximum score.
Maximum score - calculated
This field displays the calculated maximum score.
Used in standard order
Displays the linked standard order.