Core TSIs : Work Orders : Work Orders - Concepts : Work-related questionnaires
Work-related questionnaires
A Work-related questionnaire is a specific questionnaire concept, with its own business object (Work-related questionnaires business object), which can be used to link questionnaires to the PMFS Live app , after which they can be completed on the app.
Work-related questionnaires can be displayed dynamically in the workflow of a work assignment (so, on configured status transitions). This makes work-related questionnaires specifically suited for use on mobile apps, because they can be shown to users at a relevant moment in their workflow.
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Regular or 'fixed' questionnaires (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 this feature 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).
Work-related questionnaires allow for mandatory questions. 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.
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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 Order details > Work-related questionnaires selection step and the Order subdetails > Answer lines selection step, while LMRAs are also shown on a dedicated Order details > Last minute risk assessments selection step.