Checkbox
This article explains the "Checkbox" answer type in audit templates. The Checkbox answer type allows the auditor to mark or unmark a checkbox as a response to a question. It is useful for questions requiring a simple "Yes" or "No" response or for indicating the presence or absence of a specific element.
One of the roles:
- Administrator
- Template Management
Workspace type:
- Full workspace.
Step-by-Step Guide
Adding a Checkbox Question
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Go to the audit template editor:
- Log in to the system and navigate to the "Audit Templates" section.
- Select the required template or create a new one.
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Add a new question:
- Click "Add Question" in the desired section or category.
- Select the "Checkbox" question type from the list of available types.
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Configure the question parameters:
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Question Text: Enter the wording for the question, such as "Is the protective screen present on the equipment?".
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Set the correct answer:
- Correct Answer: Since the Checkbox has two states—checked or unchecked—you can specify which state is correct.
- Choose "Checked" or "Unchecked" as the correct answer.
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Additional settings:
- Mandatory Question: Specify whether the question is mandatory.
- Critical Question: Mark the question as critical if necessary.
- Add Logic if needed.
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Save changes:
- Once the question is configured, the template will be saved automatically.
Notes and Tips
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Unambiguous Responses: Use the Checkbox type for questions where the response requires simple fact confirmation—yes or no, such as present or absent.
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Correct Answer is Mandatory: For this question type, you must set the correct answer, which will be used for identifying violations.
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Use Clear Wording: Phrase questions so that the auditor clearly understands when to check or uncheck the box.
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Mandatory Question: If the question is important, mark it as mandatory to ensure the auditor cannot skip it.
Frequently Asked Questions (FAQ)
Question: What does a checked or unchecked checkbox mean?
Answer: A checked checkbox means the auditor marked it, confirming the fact or stating "Yes". An unchecked checkbox means no mark, indicating the answer is "No".
Question: Can a checkbox be used for questions with more than two answer options?
Answer: No, the Checkbox answer type is designed for only two states—checked or unchecked. For multiple answer options, use the "Custom Answer List" type.
Question: Can a checkbox be set as checked by default?
Answer: Currently, the system does not support setting the checkbox as checked by default. The auditor must manually check or uncheck it during the audit.
Question: How does the system identify violations for this question type?
Answer: If the auditor's response does not match the predefined correct answer (checked or unchecked checkbox), the question is flagged as a violation.
Question: Can a checkbox be used for approval or confirmation?
Answer: Yes, a checkbox can be used for questions where the auditor needs to confirm a fact or agree to something.