Configuring and Creating Questionnaire Event

PeopleSoft Questionnaire Events enables you to provide questionnaires outside of an activity guide through email or online notifications. This feature works with the existing Questionnaire Framework, which is used to create the questionnaire.

These topics discuss configuring and creating questionnaire events using the Questionnaire Framework.

Note: Oracle PeopleSoft delivers Notification Composer framework to manage the setup and administration of all notifications in one central location. Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications. For more information about Notification Composer, see Understanding Notification Composer.

Page Name

Definition Name

Usage

Recipient List Page

EOQF_RECIPIENT_FL

Add or edit a recipient list for the questionnaire event.

Notification Template Page

EOQF_NOTIF_FL

Add or edit notification message text for questionnaire events.

Text Placeholder Definition Page

EOQF_SUBST_FL

Create text placeholders for questionnaire event notifications.

Manage Questionnaire Events Page

EOQF_EVENT_ADMN_FL

View, update, add, delete, and copy questionnaire events.

Create Questionnaire Event Page

EOQF_EVENT_ADD_SCF

Create a new questionnaire event and define basic event information.

Define Event Configuration Page

EOQF_EVENT_CNFG_FL

Specify questionnaire event details and recipients.

Define Notification Settings Page

EOQF_EVENT_NOTF_FL

Associate one or more notifications with the questionnaire event.

Notification Designer Page

EOQF_NOTF_DSGN_SCF

Create a notification for the questionnaire event.

Process Questionnaire Event Page

EOQF_EVENT_PRCS_FL

Activate or Deactivate the Questionnaire Event.

Statistics Page

EOQF_EVNT_STAT_SCF

View data related to the questionnaire event, such as response status and processing history.

Clone Questionnaire Event Page

EOQF_CLONE_EVN_SCF

Copy an existing questionnaire event.

Adhoc Notification Execution Page

EOQF_EVENT_RUNCNTL

Run an adhoc notification process for a specific questionnaire event.

A Questionnaire event allows you to share questionnaires with recipients outside of an activity guide, using email and push notifications.

The questionnaire event feature enables you to:

  • Define parameters for the event, such as start date and frequency of the event.

  • Associate a questionnaire with the event.

  • Specify recipients and associate them with the event.

  • Define notifications and associate them with the event.

  • Initiate an adhoc notification process for an event.

  • View statistical data for the event.

Follow these steps to create a questionnaire event:

  1. Create questionnaire event using the Create Questionnaire Event Page.

  2. Specify event details using the Define Event Configuration Page.

  3. Associate notifications with the event using the Define Notification Settings Page.

  4. Activate the questionnaire event using the Process Questionnaire Event Page.

Sending Questionnaire Event Notifications

After event activation, set up a schedule to run the EOQF_PROCESS job (for example, nightly) in the system. It selects all active questionnaire events and sends out corresponding notifications when the scheduled dates of the notifications match the current date.

Use the Recipient List page (EOQF_RECIPIENT_FL) to add or edit a recipient list for questionnaire event.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Recipient List > View Recipient List > Select Add button > Recipient List

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Recipient List > View Recipient List > Select Recipient List row > Recipient List

This example illustrates the Recipient List page.

 Recipient List Page

Field or Control

Description

Recipient List ID

Displays the recipient list ID you entered prior to accessing this page.

Description and Long Description

Enter a meaningful short and long description for the recipient list.

Recipient List Source

Select a source for the recipient list. Available values are:

  • Application Class: Select this value to use a PeopleTools application class (PeopleCode program) as a source for the recipient list.

    When you select this value, the Root Package ID, Qualified Package/Class Path, Application Class ID, and Method fields appear in the Select Source section of the page.

  • Query: Select this value to use a PeopleSoft query as a source for the recipient list.

    When you select this value, the Query Name field appears in the Select Source section of the page.

  • Role: Select this value to use a role as a source for the recipient list.

    When you select this value, the Role Name field appears in the Select Source section of the page.

  • SQL Definition: Select this value to use a SQL definition as a source for the recipient list.

    When you select this value, the SQL Object Identifier field appears in the Select Source section of the page.

Root Package ID

Select the Root package associated with the PeopleTools Application Class that acts as the source for the recipient list.

This field appears only when Application Class is selected as the Recipient List Source.

Qualified Package/Class Path

Select the path that defines the location of the PeopleTools Application Class to be used as a source for the recipient list.

This field appears only when Application Class is selected as the Recipient List Source.

Application Class ID

Select the PeopleTools Application Class to be used as a source for the recipient list.

This field appears only when Application Class is selected as the Recipient List Source.

Method

Select the method associated with the PeopleTools Application Class to be used as a source for the recipient list.

This field appears only when Application Class is selected as the Recipient List Source.

Query Name

Select the PeopleSoft query to be used as a source for the recipient list.

This field appears only when Query is selected as the Recipient List Source.

Role Name

Select a role to be used as a source for the recipient list.

This field appears only when Role is selected as the Recipient List Source.

SQL Object Identifier

Select the SQL Object to be used as a source for the recipient list.

This field appears only when SQL Definition is selected as the Recipient List Source.

Preview Recipient List

Select to access the Preview Recipient List page and view recipient list details, such as user ID and email address.

Use the Notification Template page (EOQF_NOTIF_FL) to add or edit notification message text for questionnaire events.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Notification Template > View Notification Template > Select Add button > Notification Template

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Notification Template > View Notification Template > Select Notification row > Notification Template

This example illustrates the Notification Template page (1 of 2).

Notification Template page (1 of 2)

This example illustrates the Notification Template page (2 of 2).

Notification Template page (2 of 2)

Field or Control

Description

Notification ID

Displays the notification ID you entered prior to accessing this page.

Description

Enter a meaningful description.

Text Placeholders

Use this section to review text placeholders available for the notification. Text placeholders enable you to insert variable text into the notification message and subject text. For example, you can add a text placeholder for employee name within the subject text. When the notification is sent to a group of employees, each employee has their own name in the subject.

Use the Text Placeholder Definition Page to add new text placeholders.

Field or Control

Description

Text Placeholder ID

Displays the ID of the text placeholder.

Description

Displays a description of the text placeholder.

In App Notification

Use this section to create online notification message content.

Field or Control

Description

Message

Enter the message text for the online notification.

You can use text placeholders here.

Override in Event Designer

Select this check box if you want to make this message text editable in the Event designer.

Email Notification

Use this section to create email notification message content.

Field or Control

Description

Subject

Enter the subject. This text will be the subject line of the e-mail notification.

You can use text placeholders here.

Override in Event Designer (Subject)

Select this check box if you want to make this subject text editable in the Event designer.

Message

Enter the message text for the e-mail notification.

You can use text placeholders here.

Override in Event Designer (Message)

Select this check box if you want to make this message text editable in the Event designer.

Use the Text Placeholder Definition page (EOQF_SUBST_FL) to create text placeholders for questionnaire event notifications.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Text Placeholder Definition > View Text Placeholder Definition > Select Add button > Text Placeholder Definition

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Text Placeholder Definition > View Text Placeholder Definition > Select Text Placeholder row > Text Placeholder Definition

This example illustrates the Text Placeholder Definition page.

 Text Placeholder Definition page

Field or Control

Description

Text Placeholder ID

Displays the text placeholder ID you entered prior to accessing this page.

Description

Enter a meaningful description for the text placeholder.

Status

Select a status for the text placeholder.

Root Package ID

Select the root package associated with the PeopleTools Application Class that acts as the source for the text placeholder.

Qualified Package/Class Path

Select the path that defines the location of the PeopleTools Application Class that acts as the source for the text placeholder.

Options listed are based on the selected Root Package.

Application Class ID

Select the PeopleTools Application Class that acts as the source for the text placeholder.

Application Class Method Name

Select the required PeopleTools Application Class Method to invoke.

User ID and Resolve

Select the ID of the user and click the Resolve button.

Resolved Data

The name of the user based on the selected ID is displayed.

Use the Manage Questionnaire Events page (EOQF_EVENT_ADMN_FL) to view, update, add, delete, and copy questionnaire events.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events

This example illustrates the Manage Questionnaire Events page.

Manage Questionnaire Events page

Field or Control

Definition

Filter

Filter event results displayed in the grid.

Create Event

Select this button to access the Create Questionnaire Event Page and create a new questionnaire event.

There are four pages required to create a new questionnaire event:

Event ID

Displays the questionnaire event ID.

Event Name

Displays the questionnaire event name.

Event Type

Displays the questionnaire event type. Values are Single or Continuous.

Status

Displays the questionnaire event status.Values are:

  • Active

  • Draft

  • Canceled

  • Expired

  • Inactive

Deactivate or activate a questionnaire event using the Process Questionnaire Event Page.

Start Date

The date on which the questionnaire event link is active.

End Date

The date on which the questionnaire event link expires.

Statistics

Select to access the Statistics Page and view data related to the questionnaire, such as response status and processing history.

Update Event

Select to access the Define Event Configuration Page and view or edit the questionnaire event.

Delete Event

Select to delete the questionnaire event.

Clone Event

Select access the Clone Questionnaire Event Page and copy the questionnaire event.

Use the Create Questionnaire Event page (EOQF_EVENT_ADD_SCF) to create a new questionnaire event and define basic event information.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Create Event

This example illustrates the Questionnaire Event Designer page.

 Create Questionnaire Event page

Field or Control

Definition

Event Name

Enter a name for the questionnaire event.

Event ID

Enter an event ID for the questionnaire event.

Event Type

Select the event type. Values are:

  • Single: Select this value if the questionnaire event is a one-time activity.

  • Continuous: Select this value if the questionnaire event is an ongoing activity.

Done

Select this button to access the Create Questionnaire Event activity guide and the Define Event Configuration Page.

Use the Define Event Configuration page (EOQF_EVENT_CNFG_FL) to specify questionnaire event details and recipients.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Create Event > Define Event Configuration

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Update Event > Define Event Configuration

This example illustrates the Define Event Configuration page.

 Define Event Configuration page

Click the Next button to proceed to the next step in the create questionnaire event guided process. You can click any of the steps on the left-hand pane to access that particular step in the guided process if you had already visited that step.

Field or Control

Description

Event Name

Displays the event name, which you entered on the Create Questionnaire Event page.

Status

Displays the event status, which you entered on the Create Questionnaire Event page.

Description

Enter a meaningful description that explains the questionnaire event.

Questionnaire

Field or Control

Description

Category

Select the questionnaire category to which this questionnaire event belongs. For example, values for HCM are:

  • BENEFITS

  • COMMON

  • OFFBOARDING

  • ONBOARDING

  • REMOTEWORKER

Questionnaire categories are defined in the Questionnaire Category Page.

Questionnaire Name

Select the questionnaire for the questionnaire event.

Available field values are based on the questionnaire category you select.

Questionnaires are defined in the Define Questionnaire Page.

Start Date and End Date

Define the period in which the questionnaire is available to recipients using the Start Date and End Date fields.

Recipients

Field or Control

Description

Recipient List ID

Select a recipient list for the questionnaire event, based on your target audience.

Create

Select this button to access the Recipient List Page and create a new Recipient List.

Preview Recipient List

Select this link to view users associated with the recipient list. You can also view email address for each user.

Audit Information

This section displays the user ID and time-stamp associated with the creation and update of this questionnaire event.

Use the Define Notification Settings page (EOQF_EVENT_NOTF_FL) to associate one or more notifications with the questionnaire event.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Create Event > Define Event Configuration > Define Notification Settings

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Update Event > Define Event Configuration > Define Notification Settings

This example illustrates the Define Notification Settings page.

 Define Notification Settings page

Select a notification row to view notification details in the Notification Designer Page.

Field or Control

Description

Add a New Value

Select this button to access the Notification Designer Page and create a new notification for the questionnaire event.

Notification Type

Displays the notification type associated with the notification.

Notification Description

Displays the description associated with the notification.

Start Date

Displays the date on which the questionnaire event is available to recipients.

Note: This field appears only when you select Post Event, Questionnaire Event or Pre Event as the notification type. For Questionnaire Event, the date defaults from the date given in the Define Event Configuration page.

Recurrence

Displays recurring notification information.

This field only appears for the Follow Up Event notification type.

Use the Notification Designer page (EOQF_NOTF_DSGN_SCF) to create a notification for the questionnaire event. This page is only accessible within the Create Questionnaire Event activity guide.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Create Event > Define Event Configuration > Define Notification Settings > Select Add a New Value > Notification Designer

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Update Event > Define Event Configuration > Define Notification Settings > Select Add a New Value > Notification Designer

This example illustrates the Notification Designer page (1 of 2).

 Notification Designer page (1 of 2)

This example illustrates the Notification Designer page (2 of 2).

 Notification Designer page (2 of 2)

Field or Control

Description

Notification Type

Specify the type of event associated with this notification. Available values are:

  • Adhoc

  • Follow Up Event

  • Post Event

  • Pre Event

  • Questionnaire Event

Recurrence

Specify whether the notification is recurring. Available values are:

  • Daily: Select this option if you want to send the notification daily.

  • Weekly: Select this option if you want to send the notification every week. If you select this option, you need to specify the day on which you want to send the notification.

Note: This field only appears for the Follow Up Event notification type.

Note: The remaining fields on this page are identical to those found on the Notification Template Page. Please refer to the page for more information.

Use the Process Questionnaire Event page (EOQF_EVENT_PRCS_FL) to activate or deactivate a Questionnaire Event.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Create Event > Define Event Configuration > Define Notification Settings > Process Questionnaire Event

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Update Event > Define Event Configuration > Define Notification Settings > Process Questionnaire Event

This example illustrates the Process Questionnaire Event page.

 Process Questionnaire Event page

Use the Statistics page (EOQF_EVNT_STAT_SCF) to view data related to the questionnaire event, such as response status and processing history.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Statistics icon

This example illustrates the Statistics page.

 Statistics page

Use the Clone Questionnaire Event page (EOQF_CLONE_EVN_SCF) to copy an existing questionnaire event.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events > Select Clone Event icon

This example illustrates the Clone Questionnaire Event page.

 Clone Questionnaire Event page

Use the Adhoc Notification Execution page (EOQF_EVENT_RUNCNTL) to run an adhoc notification process for a specific questionnaire event.

This example illustrates the Run control page for Adhoc Notification.

 Adhoc Notification Execution page

Field or Control

Description

Event Name

Select the questionnaire event for which you need to initiate the Adhoc notification process (EOQF_RUNEVNT).

Notification Type

Select either Adhoc or Questionnaire Event as the notification type.