Working with results
The Results tab allows users to view predefined fields and manage custom fields used to capture assessment outcomes.
Predefined fields
Predefined fields are system-generated fields that are automatically included in assessments. These fields cannot be removed or modified. The predefined fields include:
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Result A required field that indicates whether the control is Effective or Ineffective.
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Observations An optional long-text field for adding comments or additional details.
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Attachments An optional field for uploading supporting documents.
Custom fields
Custom fields let you add additional data fields to the assessment method to collect specific data. You can customize the field name, choose a field type, and set if it is required.
Adding a custom field
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Navigate to the Results tab > Custom fields section.
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Select + Add custom field to open the field creation form.
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Enter a Field name for the custom field.
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Select the Field type dropdown and select a field type.
Note
The Field type defines the type of data a field can store, such as text, numbers, dates, currencies, or attachments.
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Set the Required toggle to Yes to make the field mandatory.
Auto-saved. The custom field is added to the Custom fields section. Repeat the steps to add more custom fields.
