Administrator/Questionnaires

A user guide for working with questionnaires. We cover how to create and modify questionnaires.

This section focuses on managing questionnaires within the system.

Clicking on Administrator/Questionnaires provides access to the list of questionnaires.

Questionnaires List #

Questionnaires are used to create comprehensive questionnaires and checklists that can span either a single page or multiple pages.

You can filter between Active, Deactive, or All status, search by title, and check whether the questionnaire is published or not.

Create Questionnaire #

General Tab #

Creating a questionnaire requires the following fields.

As you can see from the image, we can preview the current questionnaire.

Until you click the Publish button, all changes to the questionnaire are private. Once the Publish button is clicked, it will be visible to add to activities.

References can be added to documents stored in Q to add context to a Questionnaire or relevant documents.

Questionnaire Layout #

The Questionnaire Builder has some core concepts to understand. A questionnaire is a collection of one or more pages, where each page has one or more columns of components. The preview button lets you test the questionnaire during development. Clicking the save button will save a new version of the Questionnaire, and once ready, you can click Publish to release the new Questionnaire for use.

All Questionnaire entries are tied to a specific Questionnaire Version, meaning old data is preserved correctly against a previous version of a Questionnaire.

The available components are as follows.

Components can be resized horizontally and moved around. Depending on the number of columns you define, you can organize the components side by side.

Page Settings #

The page settings allow you to change the page title as well as the description. You can also add references to documents from Q and tags.

Text #

A text field that lets you specify some read-only text for the questionnaire. Can be used for instructions related to a field or additional information.

Image #

Add a read-only image to the questionnaire to show instructions or additional information related to a question.

Single choice #

Create a question/answer combination that lets the person entering a questionnaire select one single option.

Multi choice #

Create a question/answer combination that lets the person entering a questionnaire select multiple options.

Ranking #

Create a question/answer combination that lets the person entering a questionnaire rank the options from top to bottom.

Integer #

Create a whole number entry field for your questionnaire (e.g., age of a user, street number).

Decimal #

Create a decimal number entry field for your questionnaire (for example, percentage 5.5).

Currency #

Create a currency number entry field for your questionnaire (for example, cost 2,000.20).

Number in range #

Create a numeric range with a minimum and maximum and a step size. For example, an age slider with a minimum of 1 and a maximum of 120 years where the step size is 5 will let you drag the slider in intervals of 5 years.

One-line text field #

A single text input field. For example, to capture a user’s last name.

Multiline text field #

A multiple lines text input field to capture more information in text.

Risk #

Select a risk model category group to add to the questionnaire.

Lets you perform a risk analysis evaluation in the questionnaire.

Questionnaire Versions #

Every time you save the questionnaire, we create a new version. Once you are ready, you can click the Publish button to make the current version available to add to Activities.

Preview Questionnaire #

Vi can preview the Questionniare seting how it’s rendered by clicking the Preview (eye) button. You can interact with the elements but not save it.