1. Using Procurement
  2. Create a Question

Create a Question

You create and save questions to use later in initiatives. By creating the questions separately, you can build a repository of frequently used questions for reuse. Therefore, you don't have to recreate the questions every time you want to create a new initiative.

In this scenario, Clare Furey, the supplier qualification manager, is creating questions for later use in an initiative

Creating a Simple Text Question

  1. Clare begins by navigating to the Manage Questions page.

  2. She clicks the Add icon.

  3. She enters her question on the Create Question page, as displayed in the following table. (If no information is specified, she accepts the defaults.)

    Attribute

    Value

    Question name

    Annual Revenue

    Owner

    She checks the default Clare Furey

    Question Level

    Supplier

    Responder Type

    Supplier

    Question Type

    Text entry box

    Question Text

    Enter your expected revenue for the current fiscal year.

  4. Once Clare enters all the information in the preceding table, she is finished defining the question. She clicks Activate and then Save and Close. She returns to the Manage Questions page.

Creating a Question with a List of Acceptable Responses

  1. She clicks the Add icon.

  2. She enters her question on the Create Question page, as displayed in the following table. (If no information is specified, she accepts the defaults.)

    Attribute

    Value

    Question name

    Corporate Functional Currency

    Owner

    She checks the default is Clare Furey

    Question Level

    Supplier site

    Responder Type

    Supplier

    Mapped to supplier attribute

    Clare checks the check box.

    The Supplier Profile Attribute field displays.

    Clare clicks the search icon.

    The Search and Select: Supplier Profile Attribute dialog box displays.

    She chooses Corporate Profile from the Category menu and clicks Search.

    The attributes for the Corporate Profile category appear.

    She highlights the Preferred Functional Currency attribute and clicks OK.

    Question Text

    Select your preferred currency.

  3. She enters all the information in the preceding table and finishes defining the question. She clicks Activate and then Save and Close. She returns to the Manage Questions page

Creating a Question with Question Branching.

  1. She clicks the Add icon.

  2. She enters her question on the Create Question page. (If no information is specified, she accepts the defaults.)

    Attribute

    Value

    Question name

    Company Age

    Question Level

    Supplier

    Responder Type

    Supplier

    Question Type

    Multiple choice with single selection

    Question Text

    Enter your company's age.

  3. This question's final answer varies depending on whether the company is less than one year old. If the company is older than one year, the resulting question prompts for an age value. If the company is not yet a year old, the resulting question prompts for a list of key investors. To define this question branching, Clare must define the test question first, so she clicks the Add icon for Acceptable Values. She must add an entry for each of the possible values.

  4. For the first allowable value, she enters "Less than one year." She then clicks the icon to edit the question branching.

  5. On the Edit Question Branching dialog box, she clicks the Search and Add icon.

  6. Searches for a question called Identify Investors. This question has been previously defined and is regularly used in many initiatives. When she sees the question in the search results, she highlights the question in the table and clicks Apply. Then she clicks OK to close the Search and Add dialog box. She clicks OK again to close the Edit Question Branching dialog box.

  7. Now that the first test condition has been taken care of, Clare defines the remaining condition.

  8. She adds another allowable value called "More than a year old." She edits the question branching for this value and identifies an existing question called More Than One Year. This question is a simple text box that prompts the supplier to enter a number.

  9. Now that she has finished defining the parent question, she clicks Activate and then Save and Close.

  10. She has completed defining her questions at this point, so she leaves the Manage Question page.

Creating a Scored Question

  1. She clicks the Add icon.

  2. She enters her information on the Create Question page. (If no information is specified, she accepts the defaults.)

    Attribute

    Value

    Question

    Number of employees?

    Owner

    She checks the default, Clare Furey

    Question Level

    Supplier

    Responder Type

    Supplier

    Question Type

    Multiple choice with single selection

    Question Text

    How many employees do you have?

    Scoring

    Automatic

  3. In the Acceptable Responses, Clair must specify the acceptable responses, so she clicks the plus sign. She enters the values:

    Number of Employees

    Score

    1 to 100

    20

    101 to 500

    30

    More than 500

    50

  4. After specifying the response values and their scores, she is done defining the question, so she clicks Save and then Activate.

Translate Question Details

You have the option to define translations for the question, hint, and preferred response text. When you edit a question, click on the globe icon in the top right corner to access the Edit Translations dialog. Source language indicates the language that’s used to create the record. When a question is created and no translations are defined, the source language will be the same for all installed language packs. Any updates that are made in the same language as the source language will automatically propagate to other language packs with the same source language.

To define translations for the question text, simply click on the icon located in the Question Text column. This action will open the second dialog for the translation settings.

After the translation is entered, the source language is updated to the translated language, indicating it's been translated. It's important to note that if you make further question updates after translations are defined, these changes won't automatically update the translated rows. Translations need to be kept manually updated to be kept in sync.

Additionally, for multiple-choice questions, you have the option to define translations for the acceptable responses. Simply select an acceptable response and click on the globe icon on the table toolbar. Then you can define translations in the Edit Translations dialog one by one for each acceptable response.