Limitations for Reporting on Questions and their related Records

While users are able to create a "related record" directly from a question, due to the structure of the Questionnaires there will be no direct link (in technical terms: no direct relationship using primary and foreign keys) between individual questions, and any or the related records which were created.

However, it will be possible to establish a 'soft-link' between questions, and their related records.

Available links for reporting on 'related records'

The only relationship which is created, and which can be used in reporting using primary and foreign keys, is between each of the created 'related records' and the business process which contains the questionnaire.

For example, if a user can create "Actions" from a questionnaire which is contained in the "Take 5" business process, it will be possible to report on all "Actions" which are related to a particular "Take 5" record.

'Tenuous' or 'soft' links between related Records and individual Questions

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DEFINITION OF A 'TENUOUS LINK'

Unlike a relationship via 'primary' and 'foreign' keys, a 'tenuous' (or 'soft') link can be broken after it has been established.
The link used here is a text, or string. Should this string be modified after the link was created, the link will brake.
A further issue is that a 'uniqueness' of this type of link cannot necessarily be guaranteed.

Whenever a 'related record' is being created from a question, the system will automatically copy some identifying information from the 'question' into the newly created related record:

Here is an example for such an entry:

{
"questionnaireName": "Supplier Requirements - with related records",
"sectionName": "ACME Housebrand Policies and Guidelines",
"questionText": "Are copies of HB Policies available?",
"questionResult": "Not Met",
"questionAnswer": 0
}

Via the use of Analytics rules, it is possible to copy parts of that string into individual (hidden) fields.

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PLEASE CONTACT CUSTOMER SUPPORT TO CREATE THE ANALYTICS RULE

Once the 'related records' have been established and implemented, it requires assistance from Customer Support to implement the Analytics rule to copy the required information into the related record.

Filtering Records which are related to a Question

This information can be used to link a 'related record' to the source question, by comparing these strings in the WHERE statement used to retrieve the related records. For example,

linking Actions
... which were created from a Questionnaire
... which is placed in the Take 5 form:

SELECT
"rt_action"."action_number",
"rt_action"."action_summary",
"rt_action"."questionnaire_details",
"rt_action"."text_of_question",
"rt_action"."result_of_question",
"rt_action"."dwk_take_5_as_source_of_action"

FROM
"rt_action"

WHERE
"rt_action"."dwk_take_5_as_source_of_action" = ${Param_Take5ID}
AND "rt_action"."text_of_question" = ${Param_Question}