Configure a safety inspection or audit survey

  • Release version: Xanadu
  • Updated January 30, 2025
  • 1 minute to read

    • Review surveys available with the Health and Safety Risk Management application. Modify the survey, or create one or more surveys to use for different workplaces or to check other areas of concern.

    Before you begin

    • Surveys are built with the ServiceNow® Survey designer. So, familiarize yourself with Survey administration.
    • Ensure that the application scope is selected as Health and Safety Risk Management. For more information, see Application picker.

    Role required: safety_inspection_manager, sn_hs_rm.safety_audit_manager, survey_creator, or admin

    Procedure

    1. Navigate to All > Surveys > View Surveys.
    2. Create a new survey or modify an existing one.
      • To create a survey, click New or Survey Designer.
      • To modify a predefined one, filter the list to show the surveys for the Health and Safety Risk Management application and open the desired survey.
      • For information on building and updating surveys, see Survey designer.
      • Tip:
        When assigned to a user, any survey created via the ServiceNow® Assessments and Surveys is available under My Assessments and Surveys in the Employee Center. Therefore, it might be a good idea that your survey has the same name as your inspection or audit record. This helps identify the inspection or audit survey quickly in the list of other assessments and surveys the user has been assigned.
    3. In the Source table field, select the source table.
      • For an inspection survey, select the Inspection [sn_hs_rm_inspection] table.
      • For an audit survey, select the Audit survey [sn_hs_rm_audit_survey] table.
      Important:
      Selecting this table makes this survey available for selection in the Inspection survey or Audit survey field on respective safety inspection or audit records.

    Result

    The survey is available for selection in the safety inspection or safety audit records.

    What to do next

    Associate the survey to safety inspections or audits. You can associate any of your pre-built surveys with inspection or audit records in Health and Safety Risk Management.