You are here:
Create Assessment Indicator Definitions
Define the conditions that inspectors evaluate to ensure code compliance.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create assessment indicator definitions: | Public Sector Access OR Public Sector Field Access OR Industries Visit |
| To create assessment indicator defined values: | Industries Visit |
| To create regulatory code assessment indicators: | Public Sector Access OR Public Sector Field Access |
Assessment indicator definitions represent the conditions that inspectors check to determine whether a business or site complies with regulatory codes. Assessment indicator definitions are included in checklists of tasks that inspectors complete during an onsite visit to evaluate code compliance. Assessment indicator definitions can be yes-or-no questions (Boolean), picklists, text, or other field types. Relate each assessment indicator definition to its applicable regulatory code so that inspectors can check the code when they're evaluating the assessment indicator criteria on a site visit. Examples of assessment indicator definitions are:
- Is the license for each barber at the establishment displayed in a conspicuous place?
- Are the restrooms properly vented?
- What is the sign-in procedure for visitors?
To create an assessment indicator definition:
- From the App Launcher, find and select Assessment Indicator Definitions.
- Click New.
- Enter a name. For example, enter Is the license for each barber at the establishment displayed in a conspicuous place?
-
Select an indicator field type. For example, select Boolean.
Note Use multi-select picklists to capture multiple options for one regulatory code. For example, create a multi-select picklist assessment indicator definition to record a list of prohibited chemicals stored in the public areas of a salon. - Save your changes.
-
For multi-select picklist assessment indicator definitions, create defined values.
- On the assessment indicator definition record page, go to the Assessment Indicator Defined Value related list.
- Click New.
- Enter a value and sequence. For a picklist to capture chemicals stored in a public area, for example, for Value, enter Bleach, and for sequence enter 1.
- Save your changes.
Next, relate a regulatory code to the assessment indicator definition. - On the assessment indicator definition record page, go to the Regulatory Code Assessment Indicators related list.
- Click New.
- Search for and select the regulatory code that applies to the assessment indicator definition. For example, for the assessment indicator definition Is the license for each barber at the establishment displayed in a conspicuous place?, select Article 10.7397.
- Save your changes.
