How do I change an existing DKS definition?

Important information
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Over time, a few things can change within your organisation, as a result of which an adjustment in a DKS definition is required or a DKS definition must be made available for a new Object. In this article, you will find a step-by-step plan for changing this information per topic.

Changes that can be made are:

• Link a DKS definition to a new Object
• Add a new room category
• Add a new element
• Change findings
• Add follow-ups

Take note 
When you make changes to a DKS definition, a user needs to first synchronise before the changes can be viewed in the App. 

Link a DKS definition to a new Object

Before a DKS can be performed for a new Object, the DKS definition must first be linked. Follow the steps below to link a DKS definition to a new Object:

1. Click on Audits & Forms and then on DKS definitions in the toolbar 

2. Click on the title of the DKS definition which you want to link to a new object

3. Click on Edit at the top right

4. Link to the desired Objects

a. If you choose Objects of clients, you link the DKS to all objects of the selected clients

b. If you choose Objects, you connect the DKS to individual objects

5. Click on Save

Exception
It is not common, but a DKS can also be performed for a Unit. Choose Units of objects to link a DKS to all units of the selected objects or Units to link them to separate units.

Add a new room category

If the standard room categories, Traffic, Sanitary, Office and Classroom, are not suitable for your organisation, they can be adjusted. In this case, you can configure one or more room categories in your organisation and add them to a DKS definition.

Follow the steps below to add a new room category to a DKS definition:

1. Click on Control and then on Room cateries in the toolbar

2. Click on Addat the top right

3. Fill in the following information:

a. For Titel, you enter the title of the new room category

b. For Room category number you can fill in an additional number (this is not required)

4. Click on Add

5. Click on Control and then on DKS definitions in the toolbar

6. Click on the title of the DKS definition for which you would like to add the just created room category

7. Click on Room categories in the local navigation

8. Click on Addat the top right

9. Select the just created room category in the dropdown menu for Room category

10. Check the elements that are applicable for this new room category for Elements

11. Click on Save

Add a new element

If there are changes to the layout of rooms for which a DKS definition is used, it is important to also apply these changes in the DKS definition.

Follow the steps below to add a new element to a DKS definition:

1. Click on Audits & Forms and then on DKS definitions in the toolbar 

2. Click on the title of the DKS definition for which you would like to add an element

3. Click on Elements in the local navigation

4. Click on Addat the top right

5. For Titel, you enter the title of the new element

6. Click on Add

7. Click on the title of the element

8. Click on Editat the top right

9. Check the Room categories for which this element needs to become available

10. Click on Save 

Tip
Have you added multiple elements? You can link these more quickly via room categories. To do so click in the local navigation on Room types, after clicking on the title of the DKS definition, and link the elements to the selected room type via Edit.

Change findings

Standard findings are linked to a standard DKS. These findings concern the following components: Work cupboard, Work cart, Work clothing, Colour coding and the Logbook. It is possible to replace these standard findings with custom findings.

Follow the steps below to change the standard findings to custom findings:

1. Click on Audits & Forms and then on DKS definitions in the toolbar 

2. Click on the title of the DKS definition for which you would like to change the findings

3. Click on Findings in the local navigation

4. For Finding, write down the question you would like to ask

5. For Answer type select the answer type which corresponds with the finding

6. Click on Save

Take note
- You can define a minimum of one and a maximum of five findings, for which you have a choice out of two asnwertypes: Yes / No or Good / Moderate / Bad 
- The standard findings will be replaced by newly submitted finding(s). As soon as you save a new finding, the standard findings will be deleted. 

Add follow-ups

It is possible to extend a DKS check with follow-ups. By setting follow-ups, the auditor is able to record a conclusion in the DKS report at the end of the DKS. In the Dashboard, fixed follow-ups can be configured that an auditor can check when completing the DKS in the App. The auditor also has the opportunity to record a follow-up in the App.

Follow the steps below to add follow-ups

1. Click on Audits & Forms and then on DKS definitions in the toolbar 

2. Click on the title of the DKS definition for which you would like to add follow-ups

3. Click on Follow-ups in the local navigation

4. Click on Addat the top right

5. Fill in the desired follow up in the text field

6. Click on Save