Configuring and Creating Questionnaires Using the Questionnaire Framework
These topics discuss configuring and creating questionnaires using the Questionnaire Framework.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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EOQF_CATEGORY_FL |
Create Questionnaire Category and set permissions to provide access to the users to be able to create questionnaires using existing question/answer or able to create new question and answers and be able to add them to the pool. |
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EOQF_QUESTION_FL |
Create or Update questions. While creating a questionnaire, you can add existing questions that were created as part of the question pool. |
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EOQF_ANSWER_FL |
Create or Update answers. While creating a questionnaire, you can add existing answers that were created as part of the answer pool. |
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EOQF_SANS_FL |
Group of pre-defined answers form Smart Answer. While creating a questionnaire, use Smart Answer to pre-fill the answers in the questionnaire. |
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EOQF_TMPL_SRCH_FL |
Manage the list of existing questionnaires like update, delete, clone, preview or create new questionnaires. |
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EOQF_QSTNR_DEFN_FL |
Define a new questionnaire and provide access level to it. |
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EOQF_INSTRUCTN_FL |
Set instructions for the audience of the questionnaire. |
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EOQF_ADD_QSTN_FL |
Ability to add a question and link an answer based on permissions set at the questionnaire category level. |
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EOQF_QSTNGRPDEF_FL |
Organize and group the questions. |
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EOQF_QSTNGRPSEQ_FL |
Organize the question groups. |
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EOQF_QSTNR_PRVW_FL |
Preview the Questionnaire. |
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EOQF_QSTNR_OPTN_FL |
Set the questionnaire options. |
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EOQF_QSTNR_POOL_FL |
Based on permission set at the questionnaire category level, user will be able to add any new question and answers to the pool that was created as part of this questionnaire. |
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EOQF_QSTNR_STS_FL |
Activate the Questionnaire. |
Use the Questionnaire Category page (EOQF_CATEGORY_FL) to create questionnaire categories.
Navigation:
Questionnaire Category page.
Field or Control |
Description |
|---|---|
Category |
Enter a meaningful name as the category name and click add. Note: Once a category is created, it cannot be deleted. |
Create Questionnaire Category page.
Field or Control |
Description |
|---|---|
Description |
Provide a description for the category. |
Status |
Specify whether the category should remain active or inactive in the system. |
Assign Questionnaire Template |
Specify the questionnaire template assigned to the category. This is the template available in Activity Guide Composer specific to Questionnaire Framework. The steps in the Questionnaire template are configured as per this template. QST0000 is the system delivered Activity Guide Template for Questionnaire Framework. For more details, see Managing Activity Guide Templates |
System Data |
This indicates that the questionnaire category is system delivered. |
Rolename |
Select a rolename to provide access to the users to be able to create questionnaires using existing question/answer or able to create new question and answers and be able to add them to the pool. |
Use Existing Question and Answer |
Enable this check box if you want to give Role Users access to existing questions and answers from the question and answer pool while creating a questionnaire. |
Create New Question |
Enable this check box if you want Role users to be able to create new questions while creating a questionnaire. |
Create New Answer |
Enable this check box if you want Role users to be able to create new answers while creating a questionnaire. |
Add Question and Answer to Pool |
Enable the check box if you want to the Role user to add newly created question/answer to the pool while creating the questionnaire. |
Use the Question Pool page (EOQF_QUESTION_FL) to add questions to a pool which can later be used when creating a questionnaire.
Navigation:
Question Pool page.
The Question Pool page lists the questions that have been created and added to the pool.
Users can use the filter options on the left pane to search for questions.
Use the left search filter panel of the page to enter search or filter criteria to find a question. To enter partial searches, use the % wildcard character.
Click the Hide Filters or Show Filters tab to close or open the filter panel. After you have entered filter criteria, click Search. The right panel will display the results of the search and the left search filter panel will display additional criteria that you can use to continue filtering your search by facets
Field or Control |
Description |
|---|---|
Category |
Category of the particular question |
Question |
Question |
Status |
Displays whether the question is active or inactive. |
Question Usage |
Click the Question Usage icon to see the list of questionnaires where the question is currently in use. |
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Click the more button to open the question in Update Question page and make changes to it if necessary. |
To add a new question to the question pool, click the Add (+) button. This launches the page to add new question.
Add Question page.
Field or Control |
Description |
|---|---|
Category |
Category of the particular question |
Question |
Question |
Status |
Choose whether to keep the question Active or Inactive. The question will be available for use in a questionnaire only if the status is Active |
Select Save and Add New to save a question and add a new question belonging to the same category.
Click Save to save the question.
Use the Answer Pool page (EOQF_ANSWER_FL) to add answers which can be later added to the questionnaire.
Navigation:
Answer Pool page.
The Answer Pool page lists the answers that have been created and added to the pool.
Users can use the filter options on the left pane to search for answers.
Use the left search filter panel of the page to enter search or filter criteria to find an answer. To enter partial searches, use the % wildcard character.
Click the Hide Filters or Show Filters tab to close or open the filter panel. After you have entered filter criteria, click Search. The right panel will display the results of the search and the left search filter panel will display additional criteria that you can use to continue filtering your search by facets.
Field or Control |
Description |
|---|---|
Category |
Displays the category of the particular answer. |
Answer |
Shows the answer. |
Status |
Displays whether the answer is active or inactive. |
Answer Usage |
Click the Answer Usage icon to see the list of questionnaires where the answer is currently in use. |
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Click the more button to open the answer in Update Answer page and make changes to it if necessary. |
To add a new answer to the answer pool, click the add (+) button. This launches the page to add new answer.
Create Answer page.
Field or Control |
Description |
|---|---|
Category |
Category of the particular Answer. |
Question |
Enter your answer. |
Status |
Choose whether to keep the answer Active or Inactive. The answer will be available for use in a questionnaire only if the status is Active. |
System Data |
Indicates whether the answer is system delivered data. |
Use the Smart Answers page (EOQF_SANS_FL) to create a group of answers that may be used repeatedly in the questionnaire.
Navigation:
Smart Answers page.
Users can use the filter options on the left pane to search for smart answers.
Use the left search filter panel of the page to enter search or filter criteria to find a smart answer. To enter partial searches, use the % wildcard character.
Click the Hide Filters or Show Filters tab to close or open the filter panel. After you have entered filter criteria, click Search. The right panel will display the results of the search and the left search filter panel will display additional criteria that you can use to continue filtering your search by facets.
Field or Control |
Description |
|---|---|
Category |
Shows the category of the particular smart answer. |
Smart Answer |
Displays the smart answer. |
Status |
Displays whether the smart answer is active or inactive. |
Smart Answer Usage |
Click the Smart Answer Usage icon to see the list of questionnaires where the smart answer is currently in use. |
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Click the more button to open the smart answer in Update Smart Answer page and make changes to it if necessary. |
To add a new smart answer, click the add (+) button. This launches the page to add new smart answer.
Create Smart Answer page.
Field or Control |
Description |
|---|---|
Category |
Choose the Category for the smart answer. |
Smart Answer Description |
Choose a description for the smart answer. This description will appear in the Smart Answer field in the Add New Question page. |
Status |
Choose whether to keep the smart answer Active or Inactive. |
System Data |
Indicates whether the smart answer is system delivered. |
Add Answers |
You will be able to add answers from the answer pool that belongs to the same category as smart answer or the common category. Use the + button to add a new row. Use the - button to remove a row. |
Select Save and Add New to save a smart answer and add a new smart answer belonging to the same category.
Click Save to save the smart answer.
Use the Manage Questionnaires page (EOQF_TMPL_SRCH_FL) to search and manage existing questionnaires and to create new questionnaires.
Navigation:
Manage Questionnaires page.
The manage Questionnaires page lists all the questionnaires created by users based on your security. You can use the filter option on this page to filter your search for a specific questionnaire.
Field or Control |
Description |
|---|---|
Category |
Associate the category to the questionnaire. |
Questionnaire Code |
Questionnaire code. |
Questionnaire Name |
Name of the Questionnaire. |
Description |
Description of the Questionnaire. |
Active |
If the questionnaire is active in the system it will be available for including in activity guides that uses Activity Guide Composer. |
Update Questionnaire |
Edit the questionnaire. If the questionnaire is in use in any activity guide, a warning message is displayed about the impact of editing the questionnaire. Updates to the questionnaire will immediately reflect in all questionnaires in progress. |
Delete Questionnaire |
Delete the Questionnaire. If the Questionnaire is in use in an Activity Guide, a warning message is displayed about the impact of deleting the questionnaire. |
Questionnaire Usage |
Shows the Activity Guides where the Questionnaire is currently in use. |
Clone Questionnaire |
Copy the questionnaire to create a new one. |
Preview Questionnaire |
Preview the questionnaire. |
Click the Create Questionnaire button to create a new questionnaire.
Create Questionnaire page
Field or Control |
Description |
|---|---|
Questionnaire Name |
Enter the name of the questionnaire in the Create Questionnaire page. |
Questionnaire Code |
Enter the value for this questionnaire. |
Category |
Choose the category for the questionnaire. |
Click the Done button to create the questionnaire and to start the activity guide for adding rest of the details for the questionnaire.
Use the Define Questionnaire page (EOQF_QSTNR_DEFN_FL) in the Questionnaire Framework guided process (Activity Guide) to add a description to questionnaire.
Navigation:
, then, click the Update Questionnaire option for the relevant Questionnaire Name or click Create Questionnaire button.
Define Questionnaire page.
Field or Control |
Description |
|---|---|
Description |
Enter a description for the Questionnaire. |
Access |
Set the access restrictions for the Questionnaire. The available access types are:
Note: Only the owner of the questionnaire and the Questionnaire Administrator can edit the access restrictions. Questionnaire Administrator has access to all questionnaires regardless of access. |
Click the Next button to proceed to the next step in the create questionnaire guided process.
Note: You can click any of the steps in the left-hand pane to access that particular step in the guided process if you had already visited that step.
The User Instructions page (EOQF_INSTRUCTN_FL) provides specify instructions to the persons answering the questionnaire.
User Instructions page.
Field or Control |
Description |
|---|---|
Start Instructions |
The instructions or message entered here will be displayed to the users at the start of the questionnaire. |
Completed Instructions |
The instructions or message displayed here will be visible at the end of the questionnaire as a pop up screen once the user finishes answering the questionnaire. |
Use the Add Questions page (EOQF_ADD_QSTN_FL) to add questions to a questionnaire and associate answers with it.
Add Questions page.
Click the Use Existing Question button to add questions that exist in the question pool.
In the Use Existing Questions page, enter search keywords in the Search Questions field, choose the relevant category and click Search. From the list of search results, choose the appropriate question to add it to the questionnaire.
Use Existing Question page
Click the Create New Question button to add a new question to the questionnaire. This opens up the Add New Question page.
Add new Question page.
Field or Control |
Description |
|---|---|
Question |
Enter the question that you want to add. |
Question Type |
Select the question type. Available options are:
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Required Question |
Choose this option if you want to make this question compulsory and do not want the user to skip this question. Note: for Single choice option where the question is not marked as required, if the user selects an answer, it cannot be deselected. However user can switch between the answers. |
Once done, users can define the answers associated with that question.
Use the Smart Answers option to add an already defined group of answer to the question. If you want to create a new smart answer, see Smart Answers Page
Use the Use Existing Answer button to add an answer from the Answer pool.
Use Existing Answer page.
Use the Edit icon to edit a particular question in the Add Questions page.
Use the Delete icon to remove a question from the Add Questions page. The question will be removed from that questionnaire.
Edit and Delete options for each question.
Use the Format Questionnaire – Organize Questions page (EOQF_QSTNGRPDEF_FL) to set the order of the questions for your questionnaire and create question groups.
Organize Questions page.
Use the Order column to specify the order in which you want the questions to appear within the question group. Once done, use the Refresh icon to arrange the questions in the order specified.
To create section or group of questions, use the Group Your Questions button. This is optional.
Use the Edit button to edit the questions in a question group.
Edit Question Group page.
If some of the questions are left ungrouped, then the ungrouped questions are displayed at the start of the questionnaire followed by the grouped questions.
Use the Move button to move a question from one group to another group or to ungroup the question
Move Question page.
Use the Format Questionnaire – Organize Question Groups page (EOQF_QSTNGRPSEQ_FL) to set the order of the question groups
Organize Question Groups page.
Use the Preview Questionnaire page (EOQF_QSTNR_PRVW_FL) to see how the questions appear to the users. Use the Previous button to go back to previous steps to make any changes to the questionnaire.
Preview Questionnaire page.
Use the Questionnaire Options page (EOQF_QSTNR_OPTN_FL) to set additional options for the questionnaire.
Questionnaire Options page.
Field or Control |
Description |
|---|---|
Randomize Question |
Randomize the order of the questions within any question group in the questionnaire.If there is no question group , then randomize the questions within the questionnaire. |
Randomize Answer |
Randomize the order of answers within a question. |
Anonymous Questionnaire |
Allows users to answer the questionnaire anonymously. If used within an activity guide, the activity guide instance should be deleted for the questionnaire to be truly anonymous. |
Allow User Updates After Save |
Users can change their response even after saving the answers of the questions. |
Use the Update Question/Answer Pool page (EOQF_QSTNR_POOL_FL) to add new questions and answers to the question and answer pool.
Update Question/Answer Pool page,
All new questions and answers created as part of the questionnaire are listed in this page. Users can choose questions and answers from this list by selecting the Add to Question Pool option. When the page is saved, the selected questions and answers are added to the question and answer pool and is available for future use.
Note: This page is visible based on the permission levels provided in the Category. If the user has access to add question and answer to the pool, only then this page is accessible. Else the user will not see the data in this page
Use the Activate Questionnaire page (EOQF_QSTNR_STS_FL) to activate the questionnaire.
Activate Questionnaire page
Choose the Activate Questionnaire button to activate the questionnaire. The questionnaire then becomes available for users to add to activity guides.