Purpose Statement
The Exposure Custom Questions feature allows administrators to create and configure custom questions that appear within Exposure Reports. This ensures agencies can collect specific, relevant data tailored to their operational, compliance, and reporting requirements.
Background Information
Within Field Management, administrators can create Custom Questions that:
- Appear in specific sections of an Exposure Report
- Use different data types for responses
- Be marked as required or optional
- Include validation rules and selectable options
These questions enhance the flexibility of Exposure Reports by allowing agencies to capture custom data points beyond standard fields.
Required Permissions
Users typically need:
- Exposure Setup Access
- Field Management Permissions
- Custom Question Configuration
- Administrative Access (recommended)
Permissions may vary by agency configuration.
Video
Step-by-Step Guide
1. Navigate to Exposure Setup
- Navigate to the Health & Wellness module.
- Select Exposure Setup.
2. Open Field Management
- Select the Field Management section.
3. Add a Custom Question
- Select the + Add button from the Exposure Custom Questions grid.
4. Enter Question Label
- In the Add Custom Question modal:
- Enter a Label (this is the question users will see when documenting an Exposure Report).
5. Select Section Placement
- Use the Section dropdown to choose where the question will appear within the Exposure Report.
- Use the search bar or scroll to locate the desired section.
6. Select Data Type
- Use the Data Type dropdown to define how the question will be answered.
Available Data Types:
- Boolean (Yes/No toggle)
- Integer/Number
- Text/String
- Memo/Description
- List
- Date/Time
7. Configure Boolean Type
- Used for Yes/No (True/False) responses
- Optional Definition field for internal reference
8. Configure Integer/Number Type
- Accepts numeric values
- Options include:
- Required toggle
- Internal Definition
- Minimum and Maximum values (required)
- Allowed decimal places (required)
9. Configure Text/String Type
- Accepts short text responses
- Options include:
- Required toggle
- Internal Definition
- Minimum and Maximum character limits
10. Configure Memo/Description Type
- Accepts longer, expandable narrative responses
- Options include:
- Required toggle
- Internal Definition
- Minimum and Maximum character limits
11. Configure List Type
- Provides a dropdown selection of predefined options
- Options include:
- Required toggle
- Multiselect (allow multiple selections)
- Display Option Code
12. Add List Options
- When List is selected, a Field Options tab appears.
- Select Add Option to create choices.
13. Define Option Details
- For each option:
- Enter a unique Code
- Enter a descriptive Name
- Select Save
- Repeat as needed (up to 150 characters per field).
14. Save the Custom Question
- After completing all configurations, select Save.
15. Review in Exposure Report
- The custom question will now appear in the selected section of the Exposure Report based on its configuration.
- Each field has the question labeled from the Data Type entered for reference.
Best Practices
- Use clear, concise wording for question labels.
- Place questions in logical sections to match workflow.
- Only mark questions as required when necessary.
- Use validation (min/max values, character limits) to improve data quality.
- Keep dropdown lists manageable and relevant.
- Use internal definitions to clarify purpose for administrators.
Troubleshooting & FAQs
Why don’t I see my custom question in the Exposure Report?
Ensure the question is assigned to the correct section and is active.
What happens if I make a question required?
Users must complete the question before they can proceed or complete the report.
When should I use List vs Text?
Use List for standardized responses and Text for open-ended answers.
Can I allow multiple selections in a list?
Yes, enable the Multiselect option.
Is there a limit to option length?
Yes, each option can contain up to 150 characters.