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Environmental & Risk Management / Compliance Management / Compliance Program Manager
Environmental & Risk Management / Compliance Management / Compliance Program Coordinator

Completing a Questionnaire in Web Central

While many users will conduct inspection surveys using the Compliance Surveys mobile app, it is possible to conduct inspection surveys using Web Central. If your field personnel run Web Central on a tablet or laptop, they can travel throughout the site and record their observations using the Complete Questionnaire form, shown below.

The form is available from these views:

• Compliance Program Manager / Manage All Compliance Events
• Compliance Program Manager / Update Status and Close Events
• Compliance Program Manager / Manage Missed & Overdue Events

• Compliance Program Coordinator / Update Status and Close My Events

• Compliance Program Coordinator / Manage My Missed & Overdue Events

The tasks in the Compliance Program Manager process show all events, whereas the tasks in the Compliance Program Coordinator process show only those events assigned to the current user.

Procedure

1. In the above views, select a compliance item (contract term or compliance requirement) from the Select Compliance Item tree on the left.
2. In the Select Compliance Event to Manage pane, select an event assigned to the compliance item selected in step 1.
3. Note the location, if available. (When you load the questionnaire, it does not list the location, so checking the location now will instruct you on the field location to which you should travel to perform the field inspection.)
4. If a questionnaire has been assigned to the selected event, the Questionnaire tab becomes active.
5. Move to the Questionnaire tab, which displays the Complete Questionnaire form.

6. If the compliance event is not yet closed, then the Complete Questionnaire form is editable. For the specified location, you can observe the conditions and:

   • answer the questions on the Complete Questionnaire form.
   • edit responses to a partially completed questionnaire and continue answering the survey's questions
7. If the compliance event status is Completed, Completed-Verified, Closed, Cancelled, Stopped, or Rejected, then the Complete Questionnaire form is read-only; you can review the results that users have entered. If a manager needs to edit a questionnaire that is not editable, they can reset the event status to In Progress and edit the questionnaire. See below note.

8. When through with all questions and edits, choose the Submit button in the top right corner. The system updates the quest_answer_ext table with the questionnaire responses and sets the Event Status to Completed. If you return to the Questionnaire tab for this event, you will not be able to further edit the questionnaire.

   • If through with this session but you have not finished the survey and want to return to it later, choose Save. The system updates the quest_answer_ext table with the questionnaire responses and retains the current event status. You can return to the survey at a later date.

Note: An event status of In Progress indicates that a user (either mobile or Web Central) is completing the survey for this event and a manager should not edit it in Web Central. The status pertains to each user's assigned task on an individual basis. It is possible for a user to start a questionnaire on Web Central and subsequently work on it further via mobile. Unless the user has completed the questionnaire, it will remain editable and in the task list for each application view. Managers using the Compliance Program Manager tasks have the possibility of changing other users' statuses and should exercise that "override" capability judiciously. The application prevents non-manager users from changing others' statuses.