User guide

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

List of questionnaires
List of questionnaires

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

General tab
General tab

Creating a questionnaire requires the following fields.

FieldDescription
TitleTitle of the questionnaire, supports multiple languages.
DescriptionOptional description for the questionnaire.
Questionnaire display typeHow to render the questionnaire (Single Page or Multiple Pages).
VisibilityVisibility of the questionnaire.
DepartmentThe department in which the questionnaire is located.
ReferenceOne or more document references attached to the questionnaire.
TagsAdd tags to the questionnaire to identify it.

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.

Document references
Document references

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

Questionnaire Layout

Questionnaire builder
Questionnaire builder

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.

Available questionnaire components
Available questionnaire components

The available components are as follows.

ComponentDescription
TextA text description field to enter text information on the questionnaire.
ImageAllows adding an image to the questionnaire, can be used to show information.
Single choiceCreate a question with answers, allowing the end user to choose one.
Multi choiceCreate a question with answers, allowing the end user to choose multiple ones.
RankingCreate a question with answers, allowing the end user to drag and drop them in the order of ranking.
IntegerA field that lets you specify a whole number.
DecimalA field that lets you specify a decimal number.
CurrencyA field that lets you specify a currency number.
Number in rangeA field that lets you specify a start and end value and the step size for the slider.
One-line text fieldA single line text field.
Multiline text fieldA multiple line text field.
RiskA Risk category group.

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

Questionnaire page settings
Questionnaire 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

Text component
Text component

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

Image component
Image component

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

Single choice

Single choice component
Single choice component

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

Multi choice

Multiple choice component
Multiple choice component

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

Ranking

Ranking component
Ranking component

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

Integer

Integer component
Integer component

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

Decimal

Decimal component
Decimal component

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

Currency

Currency component
Currency component

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

Number in range

Number in range component
Number in range component

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

One-line text field component
One-line text field component

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

Multiline text field

Multiline text field component
Multiline text field component

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

Risk

Risk component
Risk component

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

Risk model view
Risk model view

Lets you perform a risk analysis evaluation in the questionnaire.

Questionnaire Versions

Questionnaire versions
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

Preview questionnaire
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.