1. Using Common Features for HCM
  2. How You Create a Questionnaire

How You Create a Questionnaire

This topic explains how to create a questionnaire for incidents by selecting a questionnaire template and specifying relevant information in the questionnaire. It also lists the points to consider while editing a questionnaire. Note that for inspections, you can also create a basic questionnaire from the Inspection Items page. For more information, see the Manage Inspection Items topic.

Select the Questionnaire Template

In the Setup and Maintenance work area, select these options:

  • Setup: Workforce Development

  • Functional Area: Questionnaires

  • Task: Questionnaires

If you use Performance Management, you can also go to My Client Groups > Performance > Questionnaires.

  1. In the Folders section of the Questionnaires page, select the subscriber application for the questionnaire, for example Performance 360, Recruiting, or Learning Assessments.

  2. In the Search Results section, click Create.

  3. Enter Questionnaire Template ID or Name values, if available. Alternatively, click Search to list all available templates.

  4. In the Search Results section, select a template and click OK.

Enter Questionnaire Basic Information

  1. A unique numeric questionnaire ID appears automatically. You can change this value.

  2. If this is a scored questionnaire, an overall score calculation rule appears. You can select a different rule.

  3. Enter a Name and select a Folder. Use folders to organize questionnaires by type or purpose.

  4. Leave the Owner field blank and the Privacy value set to Public if anyone who can access the questionnaire can edit it. Otherwise, select an owner and set Privacy to Private.

  5. Leave the Status value set to Draft until the questionnaire is ready.

  6. For the Touchpoints and Journey Surveys subscribers, select a pagination option from the Display Format list.
    Note: When you display one section per page, section instructions, if any, appear below the section title. When you display all questions on a single page, questionnaire instructions and section instructions appear below the respective titles.

  7. In the Instructions and Help Materials section, enter and format any instructions for questionnaire users. This text appears at the top of page one of the questionnaire.

  8. Add file or URL attachments, if appropriate. Links appear at the top of the questionnaire and beneath any instruction text.

  9. Click Next.

Enter Questionnaire Contents

The Section Order and Section Presentation values are as specified in the questionnaire template, for example, Sequential as the Section Order and Stack Regions as the Section Presentation. Depending on template settings, you may be able to change these values. Depending on template settings, you can edit some or all section settings. You can also delete predefined sections and create additional sections.

  1. Select the first section to view its questions in the Questions section. You can delete a question or change its response type and Required setting.

  2. If you create additional sections, you add questions to them. In the Questions section, click Add. Search for a question, select it, and click OK. The question is added below the question that appears highlighted in the Questions section. You can reorder the questions by dragging them by the expandable arrow that appears in the first column and dropping them in another row.

    Note: You can view the version number of the question in the Search Results section. If this column doesn't appear, click the View menu and select Columns > Question Version Number.

  3. You can also create questions for a section. Select a section, and in the Questions section, click Create.

  4. Select the Folder, and enter question and response details, and click Save and Close. The question becomes available in the question library as well. Add the question to the section using the instruction in step 2.

  5. Edit questions as required. Select a question and click Edit. Enter question and response details, and click Save and Close. The question is updated in the questionnaire and the question library.

    Note: Although you can override the response types for questions while defining a questionnaire, you can't change the response type to text for questions that accept date responses or change the response type to date for questions that accept text responses.

  6. When all sections and questions are complete, click Next.

  7. Click Preview to preview the questionnaire. For scored questionnaires, click Test to verify the scoring.

    Note:
    • When you click Reset after testing, the previously filled responses are retained in the questionnaire. This allows you to modify specific responses as per your needs and test the behaviour of the questionnaire again.
    • The questions in a section are displayed in the order specified in the Section Order field.
    • Questionnaire surveys that are created for both Touchpoints and Journey Surveys subscribers are distributed to respondents using the Journeys application. So, when you preview the questionnaire survey in ADF-based pages, the response options appear in a drop-down list. However, when you view the survey in the Journeys application, you can see the horizontal button responses and the question display format that you’ve chosen.

  8. Click OK and then click Save.

Note: If a questionnaire isn't in use, you can still add new questions that accept date response types, or create a new version of the questionnaire to add such questions. When you edit the response type for a question in a questionnaire that isn't in use, the updated response type is reflected in the questionnaire definition.

Editing a Questionnaire

To edit a questionnaire, go to the Questionnaires setup page, and select a questionnaire from the Search Results section and click Edit.

A few points about editing a questionnaire:

Set the questionnaire Status value to Active when the questionnaire is ready for use.

If a questionnaire isn't in use, you can still add new questions that accept date response types, or create a new version of the questionnaire to add such questions. When you edit the response type for a question in a questionnaire that isn't in use, the updated response type is reflected in the questionnaire definition.

You no longer need to go into the edit mode to preview a questionnaire. You can preview it from the Search Results section of the Questionnaires setup page. You can preview draft, active, and inactive questionnaires.

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