1. Analytical Application Infrastructure User Guide
  2. Questionnaire
  3. Define the Questionnaires
  4. Create the Questionnaire in the Library

Create the Questionnaire in the Library

Create questionnaires in the Questionnaires Library window. Follow these steps to create a questionnaire:
  1. Click Create Questionnaire from the Questionnaire Library window to display the Questionnaire Details window.

    Note:

    To edit a Questionnaire, see Editing the Questionnaire from the Library section.
  2. Enter the details for the fields in the Questionnaire Details.
    The following table describes the fields in the Questionnaire Details window.

    Table 12-10 Fields in the Questionnaire Details window and their Description

    Field Description
    Name Enter a relevant name for the questionnaire in this field.
    ID Displays the identification number of the questionnaire. This value is generated by the system during questionnaire creation and is unique.
    Description Enter a description of the questionnaire that you are creating.
    Application Displays the OFSAA application that is interfaced to the Questionnaire. For example, Financial Services Enterprise Modeling.
    Type

    Select the type of questionnaire from the following drop-down options:

    • Basic – select to create a questionnaire with questions that are arranged sequentially.
    • Decision Tree – select to create a questionnaire that would display the next set of questions based on the answer selected.

    Note: Selecting this field displays the Result Categories drop-down.

    • Hybrid – select to create a questionnaire that would display the next set of questions whether the answer was selected or not. This is a combination of Basic and Decision Tree Type. However, it doesn’t make it mandatory to answer a question to display the next question, as required in the Decision Tree.
    • Score Based – select to create a questionnaire that can apply scores based on the answer selected.

    Note: Selecting this field displays the Enable Branching Logic checkbox.
    Enable Branching Logic

    Select this checkbox to enable a score based questionnaire to display the next set of questions based on the answer to the current question.

    Note: This field is displayed when you select Score Based on the Type drop down.
    Component

    Select the required type of questionnaire component from the drop-down.

    Note: For information on configuring components, see the Oracle Financial Services Advanced Analytical Applications Infrastructure Application Pack Administration and Configuration Guide.

    User defined attributes

    Select User defined attribute values from the drop-down.

    Note: For more information, see Adding the Questionnaire Attributes.

  3. Click Save Draft to create the Questionnaire and save the details.
  4. After you have entered the details discussed in the preceding table, you must create sections and link questions to the sections. For simplicity, the topic is discussed in subsections within this section. Click Edit and see the following sections for instructions:
  5. Click Submit after you have entered all details and are ready to submit. Click Close to discard the changes and to close the window. The Questionnaire moves from Draft to Pending Approval status, and an approver has to approve to move it to Open status. For more information, see Approving Questionnaires.