/assessments
Assessments is a general questionnaire engine. You define a questionnaire, publish a
version, and officers capture submissions against it — in an office or on a phone during a
field visit.
It exists because profiling forms change. Rather than building a screen per questionnaire and
shipping a release every time a question is reworded, the questionnaire is data: revise it,
publish a new version, and capture against it the same day.
The pieces
Versioning is what makes the data analysable. A
v2 answer and a v3 answer to a reworded
question are distinguishable, so a report never silently mixes two different questions.The pages
Building a questionnaire
A questionnaire is organised into steps and sections containing fields.1
Draft the questionnaire
Group questions into sections that match the order the conversation actually happens in. A form
that jumps between topics produces worse data.
2
Add conditions
Use conditional visibility rather than “if not applicable, write N/A”. Conditions produce clean
data; free-text disclaimers do not.
3
Use repeatable groups for lists
Household members, rooms, defects — anything with an unknown count.
4
Publish a version
Published versions are immutable. Revising creates a new version rather than editing history.
Capturing an assessment
1
Choose the questionnaire and the subject
Typically a lease. The subject is what links the submission back to the tenancy.
2
Work through the sections
Conditional questions appear as the answers warrant.
3
Capture photos and signature where required
Photos taken at the visit are worth far more than photos taken later.
4
Submit
The submission is recorded against the questionnaire version that was live.
Typical uses
Reading the results
Because answers are structured and versioned, submissions can be analysed rather than read one at a time: distribution of answers, comparison across branches, and change over time within one questionnaire version.Assessments vs checklists
They are different tools and it is worth not confusing them:
Application checklists live in Lease applications.