Visit Boris website Item Type - Risk Factors
From Add Item in Template Maintenance select the required Risk Factor button  shown here.

From Add Item in Template Maintenance select the required Risk Factor button shown here.


From Add Item in Template Maintenance select the Risk Score button shown  here.

From Add Item in Template Maintenance select the Risk Score button shown here.

Risk Factor : a weighted scoring system for risk auditing purposes.

Risk Score : a sum of the entries on the device multiplied by the weightings designated here.

Risk items are questions allowing a response of 0, 1, 2 or n/a, any of which can be used as a default value. These are typically used in auditing scenarios where 2 may indicate "compliant", 1 "non-compliant" and 0 "critically non-compliant" and are used to multiply the Risk Factor type (1, 2, 3 or 4). A result of 0 or 1 will cause a Findings/Actions screen to be shown - this allows the reasons for non-compliance to be documented, together will actions and timescales for rectification.
Risk 1 Risk 2 Risk 3 Risk 4 Risk N

A Risk 1 item has a weighting of 1 when calculating a total score. Hence scores of 0, 1 and 2 will contribute 0, 1 and 2 respectively to a total risk score.

A Risk 2 item has a weighting of 2 when calculating a total score. Hence scores of 0, 1 and 2 will contribute 0, 2 and 4 respectively to a total risk score.

A Risk 3 item has a weighting of 3 when calculating a total score. Hence scores of 0, 1 and 2 will contribute 0, 3 and 6 respectively to a total risk score.

A Risk 4 item has a weighting of 4 when calculating a total score. Hence scores of 0, 1 and 2 will contribute 0, 4 and 8 respectively to a total risk score.

Using Risk Factor N a different weighting can be allocated to an item, multiplying the number selected on the device accordingly.
How your Risk factors may look on a device.

How your Risk factors may look on a device.

Main

Main screen for creating/amending a Risk factor, whether a pre-weighted 1-4 risk factor or selecting your own weighting with factor 'N'.
Main screen for creating/amending a Risk factor  question.

Main screen for creating/amending a Risk factor question.

*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
Mandatory

Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

Default value

Enter a value that will be inserted without the user doing anything e.g. '0' (zero) for quantity in a supplies list so that only significant entries need to be entered.

Weighting Enter the amount by which you would like the value multiplied to give a final score.

Advanced

Advanced features of a Date prompt.
Advanced features of a Date prompt.

Advanced features of a Date prompt.

Auditor's notes

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

Full question (for report)

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

Cross reference

This field is output on reports to cross-reference the information with any relevant legislation etc.

Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

Allow multiple results for this field?

If you wish to have the capability of entering more than one “answer” to a question then you can use this field. If it is checked/ticked then a button will be displayed allowing further responses to be input. The text shown on this button can be specified (see below).
If the number of possible responses is unpredictable then this option is useful. However, it is often simpler to create, say, 3 pre-set items in which the user can enter their data.

Text on button for adding additional results

This option is used in conjunction with “Allow multiple results for this field” and specifies the text shown on the button (for example, “Add response” or “Another value").

*Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Add Finding

Add any findings/actions/timescales that will be automatically added for this score. For more information :

Item Type - Findings

Allows you to add in any findings/actions/timescales that will be automatically  added for this score.

Allows you to add in any findings/actions/timescales that will be automatically added for this score.

Risk Score

A risk score item gives the total and percentage score for any risk items. It can be used as a total for the whole form, or just for a particular section or page.
Allows you to add in any findings/actions/timescales that will be automatically  added for this score.

Allows you to add in any findings/actions/timescales that will be automatically added for this score.

Apply to current section only Apply to current section only
Apply to current page only Allows the score for all risk items on the current page to be calculated.
See Also

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.