The guide below will show you how to amend existing adverse events form templates on QUOODA® for your specific requirements.
Please note: The adverse event templates are pre-configured to comply with Health & Safety Guidance. We advise against making any changes to the initial fields within the form. If you feel that amendments need to be made to a particular form, OR a form you require is not visible, please discuss this with your Customer Success representative before making any changes.
Step 1. Click on Settings > Incidents.
This will take you to the Incident Management settings.
Step 2. Select Incident Category to amend
Click on “Adverse Events” and select the Incident Category you wish to amend within the list of drop-down options. The core Adverse Events forms on QUOODA are:
- Accident Report Form
- Cyber Security Incident Form
- Disease Report Form
- Environmental Report Form
- Fire Incident Form
- Incident Report Form
- Security Incident Form
For this example, we will use the Incident Report Form and we will be adding a new tab.
Step 3. Add new tab to the form
Please note: We recommend that all changes to be made to forms are only created on new tabs. The core Adverse Events tabs must remain untouched as these link to key metrics and other functionality within QUOODA.
To add a new tab to your incident template, click on “Add New Tab” within the drop-down list. The Create New Tab functionality will display along with the below tabs:
- Details - The Tab Caption Field allows you to manually input the name the tab (This field is mandatory). There is also the option to “Enable Tab Not Applicable”. If selected, this will allow users to select this option when filling in their form if the contents of this tab do not apply in this instance.
- Visibility – The Restrict Visibility of This Tab option allows you to specify which user roles on the system will be able to see this custom tab.
You can create as many tabs as you require. If creating more than one tab, you can click “Save & New” which will return you to the Create new tab display. Otherwise, you can click any of the save options.
Step 4. Adding Questions to a tab
To add questions, click the tab and then select ‘Manage Custom Fields’.
You will be presented with a choice of field types where you can pick the way you want your question to be answered. Common examples include:
- Calendar – this will present a date field
- Time – this will present a time field
- TextArea – This will allow the person completing the checklist to add a free text answer
- Yes/No/NA/Unqualified Option – creates up to 3 radio buttons as the answer choices to the question
- Choice – A fixed list of options as a drop-down list
- Lookup Data – A prefilled list of data from elsewhere in QUOODA®
For a full list of the available options and more in-depth explanations of how to use them please visit our custom field types help page.
The system will automatically add an asset field and a managing agent field to all checklists. In this example, we will add the date of inspection and time of inspection to the details tab.
Step 5. Repeat this process for all the required questions
We can now repeat this process for the Incident form Questions, in this example, we will create a calendar and time field
All field types will have 2 common options:
- Is Field Mandatory? – select yes if you would like the template to need an answer to this before it can be saved
- Display on entity grid? – select yes if you want the answer to this question to be available as a filterable option on the checklist table
Repeat this process with as many different field types as you need to cover the required questions.