Configure Questionnaire Details
Use these steps to configure the basic settings of a questionnaire, including auto approval, self-registration, role restrictions, and open/close dates.
Step-by-step guide
- Click the title of the questionnaire you wish to edit
- Make any desired changes to the details of the questionnaire, and then click the 'Save' button to confirm (Make sure to save whenever you have made any changes on this page)
What changes are you trying to make in particular?
- To change the name of the questionnaire, use the 'Name' field
- To change the account login identifier, use the 'Account Login' field (Keep in mind that each account login must be unique, so you cannot use the same identifier for multiple questionnaires; also try to be fairly specific in order to prevent accidental access by a participant from another organization)
- Use the radio buttons next to 'Enable Self Enroll' to enable or disable this feature (If enabled, use the URL that appears to send a link to self-enrolling participants so that they can access the self-registration form)
- Use the radio buttons next to 'Send Comments to Participants' if you would like to activate this ability
Approved with Conditions is a unique status that can be set to participants after they have submitted their questionnaire for review. If you enable this option, then administrators may use the 'Comments' box in the Status Report to send a special Email Template to participants. This template can insert the contents of the 'Comments' box to establish the conditions that the participant must abide by in order to avoid a potential conflict in the future. See below for an example.
- Click on the date next to the 'Activate Date' or 'Deactivate' date fields and use the calendar pop-up to change this date (The Activate Date must be before the Deactivate Date... unless you're Marty McFly)
- Use the checkbox beside 'Display historic data to the participants, if available' to activate this feature (Not recommended for most questionnaires)
- Use the dropdown beside the 'Roles' field to select which participant roles are allowed for selection during participant creation/import
When you are adding participants to a questionnaire, one of the profile fields is 'Roles'. By using the dropdown on the Details page, you may ensure that only participants that fit the set of allowed Roles will be added into the questionnaire.
- Click the checkbox beside the 'Auto Approve' field to enable or disable this feature. When the checkbox is filled, auto approval logic may be configured on the 'Questions' tab of the questionnaire
If this option is enabled, questions with specific response types can be configured with auto approval logic. By doing this, participants who do not trigger a specific answer in any of these questions may be approved in the system automatically.
- Use the radio buttons beside the 'Workflow Approval Type' field to indicate whether you want to have No Approval Tree (Approval from the Status Report page only), Sectional/Multilevel Approval Tree (Two approval groups with questions split between them), or One Level Workflow (One approval group for the entire questionnaire)
- Use the text box in the 'Welcome Message' field to make changes. You may also use the buttons in the text box to make formatting changing, such as font size, color, etc.
- Use the text box in the 'Completed Message' field to make changes. You may also use the buttons in the text box to make formatting changing, such as font size, color, etc.
- Use the text box in the 'Definitions' field to make changes. You may also use the buttons in the text box to make formatting changing, such as font size, color, etc.
- To add a new file to the questionnaire, click the plus icon under the 'File Attachments' section, give the file a Title, and select the file from your computer (You may also make a file required to open before the participant can enter the questionnaire if this feature has been enabled in the Config Panel)
- Click the checkbox beside the 'Archived' field and save the questionnaire (Archived questionnaires may still be reviewed by using a filter on the 'Current List' page)
Did you know: If a questionnaire is locked down, some options on the Details page will not be available. Unlocking the questionnaire will also allow full access to be restored to the Details page.
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