Creating survey setup for equipment rankings

Create, view, or modify the survey setup for a equipment ranking to calculate an equipment ranking score. The setup consists of survey questions and answers that are part of a decision tree. This tree is comprised of four levels which include the top equipment ranking level and up to three sub-levels, answers, formulas, and normalization values.

If the Condition Protocol field on the header record is not blank, the Survey Setup tab is protected because a survey is not required. The only exception is if this field is set to Condition Inspection.

Note: All levels must be used. Different branches in the survey may use varying numbers of levels.

To create a survey setup for equipment rankings:

  1. Select Equipment > Equipment Ranking.
  2. Select the equipment ranking for which to create a survey setup, and then click the Survey Setup tab.
Parent topic: Creating equipment rankings

Adding levels

Add levels to the survey setup to create a structure for calculating equipment rankings.

A level can be a node in the survey where a formula is executed or it can be a question. A question always means the lowest level in the survey has been reached. If the level is a question, one or more answers must be supplied for the question level. Levels that are not questions may have child levels.

To add levels:

  1. On the Survey Setup tab, expand the tree, select the level for which to add to, and then click Add Level.
  2. Specify this information:
    Level
    Specify the unique code identifying the level, and then specify a description in the adjacent field.
    Question Level
    Select to indicate the level is a question with which an answer will be associated.
    Question
    Specify the question the system will ask if this level is a question level.
  3. Optionally, specify this information for question levels:
    Numeric
    Select this check box if the answer to the question is numeric.
    Integer
    Select this check box if the answer to the question is an integer. This is similar to Numeric but also includes fractions as possible answers.
    Minimum
    Specify the lowest value for the answer that can be provided.
    Maximum
    Specify the highest value for the answer that can be provided.
    Calculated
    Select this check box to indicate that the level is automatically calculated instead of specified by the user.
    Query Code
    If Calculated is selected, specify the query that the system executes to automatically determine the answer for this question.
    Aspect
    Specify the inspection aspect associated with the question.
    Checklist Type
    If Aspect is specified, specify the checklist type associated with the question.
    Allow Operator Checklist
    Select this check box to allow operator checklists to be used for input for the survey.
  4. Click Submit.
    Note: To translate the selected level description and question, select the level, and then click Translations or Question Translations. The system opens the Translations popup. Select the language record, specify the Translated Description, and then select Translated.

Adding answers

Add answers to a selected question level in the survey to create a structure for calculating equipment rankings.

To add answers:

  1. On the Survey Setup tab, select a question level, and then click Add/Edit Answers.
  2. Click Add Answer.
  3. Specify this information:
    Answer
    Specify a unique code identifying the answer, and then specify the answer in the adjacent field.
    Note: Specify as many answers as necessary for a selected Question Level.
    Value
    Specify the value for the answer.
    Note: The system uses this value in the formula to determine the Equipment Ranking Score.
  4. Optionally, specify these to map checklist results to the survey based on the checklist type:
    • Select Yes or No if the checklist type is Question (Yes/No).
    • Specify the Finding if the checklist type is Qualitative or Inspection.
    • Select OK if the checklist type is OK/Repair Needed, OK/Adjusted, OK/Adjusted Measurement, Nonconformity Check, or Nonconformity Measurement.
    • Select Repair Needed if the checklist type is OK/Repair Needed.
      Note: OK or Repair Needed may be selected multiple times if the checklist type is OK/Repair Needed but each answer has a different Resolution, including a blank resolution.
    • Specify the Resolution if the checklist type is OK/Repair Needed.
    • Select Good or Poor if the checklist type is Good/Poor.
    • Select Adjusted if the checklist type is OK/Adjusted or OK/Adjusted Measurement.
    • Specify the Nonconformity and Severity if the checklist type is Nonconformity Check or Nonconformity Measurement.
      Note: Nonconformity may be selected multiple times if Checklist Type is Nonconformity Check or Nonconformity Measurement, but each answer has a different Severity, including a blank severity.
  5. Click Submit.
    Note: To translate the selected answer description, select the answer, and then click Translations. Select the language record, specify the Translated Description, and then select Translated.

Adding formulas

Add, edit, or delete a formula for a selected non-Question level.

Note: The system does not allow formula associations to question levels.

To add formulas:

  1. On the Survey Setup tab, select a non-question level for which to add a formula, and then click Add/Edit Formula. The system automatically populates Level and the level description of all the children.
  2. Specify this information:
    Formula
    Specify the formula. Use the child levels in the formula by adding a colon ":" in front of the level code. The formula also supports any SQL numeric functions.

    Example: Where the score for the level is determined by the average of the environmental level and 2 times the safety level: 

    (:ENVIRONMENT + 2* :SAFETY) / 2
  3. Click Submit.

Adding normalization values

Add, edit, or delete normalization values for a selected level.

You can normalize a level if the outcome for that level fluctuates between a certain range of values. However, this is not the range you want to pass along to the higher level in the tree. Identify the outcome range and the normalized outcome range you want to use moving forward.

Note: A question level cannot be normalized.

To add normalization values:

  1. On the Survey Setup tab, select a non-Question level, and then click Normalize Level.
  2. Click Add Value.
  3. Specify this information:
    Minimum Value
    Specify the minimum value for the range.
    Maximum Value
    Specify the maximum value for the range.
    Normalized Value
    Specify the normalized value for the range.
  4. Click Submit.

Ordering questions

Update the sequential order of questions for equipment rankings.

To order questions:

  1. On the Survey Setup tab, click Order Questions. The system automatically populates Question, Description, and Level.
  2. Specify this information:
    Sequence Number
    Specify the number for each Question to define the sequential order in which the questions should appear on the equipment ranking survey.
  3. Click Submit.