Create or edit questionnaires

Questionnaires can be created for use with jobs, billing, clients, contact, staff, take-on or draft fees. Each questionnaire can be set to be mandatory, recurring or requiring approval. See Set questionnaire properties.

  1. To create a new questionnaire, select Admin > Task Pad from the menu, then select Questionnaires from the System Maintenance section.

  2. Existing questionnaires are listed on the Questionnaire Administration page. Click on a questionnaire name to edit it. Additional options are available for the Actions column.

  3. Click New Questionnaire. From the Create a New Questionnaire dialog, enter a Description. The questionnaire is set to be Active by default, but this can be deselected if required. Click Save.

  4. The new questionnaire is then listed on the Questionnaire Administration page. You can now:

    • edit the questions assigned to the questionnaire

    • add previously created questions to this questionnaire

    • add new questions to this questionnaire

Edit the questions assigned to the questionnaire

  1. To edit the questions within the questionnaire, from the Questionnaire Administration page, select Edit Questions from the Actions list next to the required questionnaire.

     

  2. Any existing questions attached to the questionnaire are displayed on the Edit Questions for Questionnaire page. Click Edit Question next to the required question.

  3. From the Edit Question dialog, select whether the question is Mandatory. If this is selected, you can enter an Expected Value.

  4. You can elect to only display the question you are creating if a required question has been answered. If you want to do this, select the Required Question. You can also enter a Required Answer to force the question you are adding to only be displayed if the correct answer is provided.

  5. Select the Equals or Not Equals if the answer to the question must match the Required Answer.

  6. Click Save.

Add previously created questions to the questionnaire

  1. From the Questionnaire Administration page, click Add Existing Questions.

  2. The Add Question to Questionnaire dialog displays all available questions. Filter the list by selecting the required Category.

    You can changed these categories if required. See Set up question categories.

  3. Click Add Question next to the question you want to add to the questionnaire.

  4. From the Edit Question dialog, select whether the question is Mandatory. If this is selected, you can enter an Expected Value.

  5. You can elect to only display the question you are creating if a required question has been answered. If you want to do this, select the Required Question. You can also enter a Required Answer to force the question you are adding to only be displayed if the correct answer is provided.

  6. Select the Equals or Not Equals if the answer to the question must match the Required Answer.

  7. Click Save (the dialog is closed and the new question is added to the list) or if you want to add another question , click Save & Add Another Question (you are returned to the Add Question to Questionnaire dialog).

Add new questions to the questionnaire

If required, you can create new questions to be included in this questionnaire (which will also be available for use in other questionnaires if required).

Click Add New Question, then follow the Create or edit questions for questionnairesinstructions. The question is then listed in the Edit Questions for Questionnaire dialog.

Set the questionnaire properties

For each questionnaire, you can set where the questionnaire can be used, whether it is for single or recurring use, together with any approvers. See Set questionnaire properties.