Using Yes/No + Reason or No/Yes + Reason Answers

Need to know why someone has answered "Yes" or "No" to a critical question on your form? You can use the Yes/No + Reason or No/Yes + Reason answer types to make sure you get the full story.

These answer types force a user to provide a written explanation for their answer.

How to Set It Up

You can add this Answer type to an existing form or a new custom form. To do this:

1. Log in to the Admin Console (Computer Log in).
2. Go to Forms.
3. Either click the orange + Add button to create a new form or the edit button (pencil icon) to alter an existing form.

4. Click the + Add Question button to add a new question.

   

5. Add your Question Text.

6. Select either the Yes/No + Reason or No/Yes + Reason answer type from the dropdown menu.

   

7. Click SAVE.

Examples

Yes/No + Reason

This type forces a user to add a reason if they answer NO.

• Question: "Did you induct the new people onto the Site?"
  • If answered No, they must explain why.
• Question: "Have job plans been reviewed?"
  • If answered No, they must explain why.

No/Yes + Reason

This type forces a user to add a reason if they answer YES.

• Question: "Were there any new Hazards today?"
  • If answered Yes, they must add the details of the hazards.
• Question: "Are there any Health & Safety Issues we need to be aware of?"
  • If answered Yes, they must write what the issues are.

How This Looks in Your Reports

This answer type automatically acts as a Blue Note / Action Alert. When a form is completed using this question, the reason provided will show up in several places:

• Activity Stream: The form will appear in the dashboard's Activity Stream, and the reason will be listed as a Blue Note. You can hover over it to read the details.

  

• Completed Form: The reason will be clearly displayed as a Blue Note within the completed form report.