Assessment Question elements provides a way to add questions from both the LPI (Licensing, Permitting and Inspections), and DA (Dynamic Assessments) data models. 

Smart Forms use the questions configured using LPI or DA.

For more information on creating questions using the LPI model, see Salesforce's Create Assessment Indicator Definitions article.

For more information on creating questions using the DA model, see Salesforce's Create Dynamic Assessment Questions article.

Adding Question Elements to a Smart Form

Questions can be added to a Smart Form via the 'Assessment Question' element in the Smart Forms Designer. Dragging it onto the canvas will show the 'Add Assessment Question' modal. This will allow you to select any of the created Assessment Questions or Assessment Indicator Definitions. As seen in Figure 2, it will tell you which model the Question is derived from (LPI or DA)

Figure 1 - Form Designer: Assessment Question

Figure 2 - Adding 'Assessment Question' to Form

Viewing Related Regulatory Codes

When a Regulatory Code has been defined and associated with an assessment question, it is possible to be viewed in the Axsy Mobile App. When running a Smart Form, the question will look as in Figure 3, and clicking the book icon will open the Regulatory Code(s) associated with the question.

Figure 3 - Assessment Question with Regulatory Code in Axsy Mobile

Compliance Status

Compliance Status Values are available for all Assessment Question Elements whether they follow the LPI or DA model. They allow a Compliance Value to be associated with an individual Assessment Question Response.

Changing the Compliance Value Picklist

By default, the values represented are Pass, Fail, NA, Issue. These values can be changed in the Object Manager.

Under the Dynamic Assessments model, the Compliance Status Values can be changed under the Assessment Question Response object (see Figure 4).

Figure 4 - Changing the Compliance Value Picklist in Object Manager (DA Model)

Under the LPI model, the Compliance Status Values can be changed under the Inspection Assessment Indicator object (see Figure 5).

Figure 5 - Changing the Compliance Value Picklist in Object Manager (LPI Model)

Adding the Compliance Picklist to an Assessment Question Element

The Compliance Picklist will always be visible for LPI Assessment Questions in a Smart Form. The Compliance Picklist can be added to a DA Assessment Question by editing the Element in the Form Designer. Under the General Tab there will be an option to include the Compliance Picklist in the Form UI.

Figure 6 - Add Compliance Picklist to DA Assessment Question

Dynamic Assignment of Compliance Status Values

For both models, a Status Value can be dynamically assigned through the Default Status Value Formula. This allows for some conditional logic to turn an input into a Status Value. In the example shown in Figure 7, an Inspector is asked when the last inspection took place. If the inspection took place over 180 days ago, the Compliance Value will automatically be set to 'Fail', otherwise its set to 'Pass'. 

Figure 7 - Example Default Status Value Formula