How You Configure Questionnaire Templates

This topic describes how questionnaire template options determine the features of questionnaires. After creating a questionnaire from a template, you can override or change some of these options in the questionnaire.

To create a questionnaire, go to the Setup and Maintenance work area, and select these options:

• Setup: Workforce Development

• Functional Area: Questionnaires

• Task: Questionnaire Templates

Click Create in the Questionnaire Templates page that appears.

Questionnaire Scoring and Calculation Rules

You can select Score Questionnaire to configure the questionnaire to calculate scores based on responses. Questionnaires made from the template can then be scored. However, it's not always necessary that a questionnaire created from a scored template has to be scored. To score a questionnaire, you must also select the overall score calculation rule that specifies the formula used to calculate scores.

Note: Scoring only applies to subscriber applications that allow scoring. For the Touchpoints subscriber, scoring is enabled by default as pulse scores need to be computed and displayed as graphs in Oracle Touchpoints.

If you edit the template and deselect Score Questionnaire, existing questionnaires created from the template aren't affected. Only questionnaires created in the future from the template aren't scored.

Section Presentation and Order

A questionnaire has at least one section. You can use sections to group questions by type or category, for example.

The Section Presentation option controls how the questionnaire uses sections. This table describes the Section Presentation values.

Value	Description
No Sections	One section appears that contains all questions.
Stack Regions	Multiple sections appear as specified on the Section Order option.

The Section Order option controls section order. This table describes the Section Order values.

Value	Description
Sequential	One section appears that contains all questions.
Random	Each respondent views the sections in a different order. Reviewers view the sections in sequential order to provide consistency when reviewing responses.

You can specify whether questionnaires based on this template can override these values.

Allowed Response Types

The Allowed Response Types controls the types of questions that are included in a questionnaire template. However, this doesn't limit users from adding questions with other response types to a questionnaire created from this template.

Sections

The Allow Additional Questions option controls whether authorized users can add questions in the subscriber application. For example, for performance documents, that could be managers or workers.

If you select the Required option, then respondents must answer all questions in the section.

Question and Response Order

The Question Order and Response Order values control the order that questions and possible responses appear to a respondent. Response order only applies to single-choice and multiple-choice questions, which contain a list of responses.

This table describes the Question Order and Response Order values.

Value	Description
Vertical	Questions appear in the specified order.
Random	Each respondent views the questions in a different order. Reviewers view the questions in sequential order to provide consistency when reviewing responses.

You can override the default values of these options for individual sections. You can also specify whether questionnaires based on this template can override these values.

Questions and Responses in Sections

In the Questions section, you manage questions for a selected section. You can:

• Add questions from the question library. You can change the response type for these questions after adding them to the template.

• Create questions, either those that are scored, or aren't. Questions you create become part of the question library. You must also add the question to the section after creating it from the section.

• Edit questions. Your edits are also reflected in the question library.

• Remove questions.

• Change question order by dragging them in the section. Questions appear in this order in the questionnaire if question order is Vertical for the section

If the section itself isn't required, then you can mark individual questions as required. Otherwise, respondents must answer all questions.

Note: You can't change the response type to Plain Text or Rich Text for questions that were originally created to accept date responses. Similarly, you can't change the response type to Date for questions that were originally created to accept text responses.

Review

As the final step, you can review the sections, questions, responses, response feedback, and test scoring, before saving the questionnaire template.

Note: Once a questionnaire is created from a template, you can’t delete the template. But you can inactivate the template.