Unlock a Questionnaire

Use these processes when you want to unlock a questionnaire, either for an editing tweak or to prepare for a new reporting period/term.

Step-by-step guide


 Show Me How to Unlock a Questionnaire
To unlock a questionnaire, perform the following steps:
  1. Go to the Details page of the questionnaire and click the 'Unlock to Correct or Edit' button
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  2. If you would like to reset all participants to Not Started status, select the 'Unlock - Reset Participants to Not Started' button. If you don't want participants' status to change (Typically if you are just making a minor editing tweak), then select the 'Unlock' button
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  3. Click the 'Submit' button to confirm
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  4. The questionnaire will be unlocked and can be edited like normal (Remember, Skip Logic can only be edited up until the second time a questionnaire is locked!)
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 Show Me How to Unlock a Questionnaire and Add the Previous Term
To unlock a questionnaire and add a term (Comparison questionnaires only), perform the following steps:
  1. Go to the Details page of the questionnaire and click the 'Unlock to Correct or Edit' button
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  2. Enter the 'Start Date' and 'End Date' of the most recently passed term using the calendar pop-ups in those fields (These do not allow or prevent access the way the Start and Deactivate dates on the Details page do, and are only for reference)
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  3. If you would like to reset all participants to Not Started status, select the 'Unlock - Reset Participants to Not Started' button. If you don't want participants' status to change, then select the 'Unlock' button
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  4. Click the 'Submit' button to confirm
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  5. The questionnaire will be unlocked and can be edited like normal (Remember, Skip Logic can only be edited up until the second time a questionnaire is locked!)
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    2.  So what do those term start dates and end dates do?

      Nothing! The term start/end dates will not allow or prevent access to the questionnaire or affect any part of the questionnaire setup proces. They only serve as a frame of reference when viewing previous reporting periods in a recurring questionnaire. If you don't want to use them, you can always select 'Unlock to Correct or Edit' instead.



Did you know: You're probably tired of hearing this at this point, but Skip Logic can only be configured up until the second time you unlock a questionnaire. At that point, skip logic cannot be added to the questionnaire, and existing skip logic cannot be removed or re-configured.

 Here is where you can find skip logic



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