8.6.2.1 Create Questionnaire

Create a questionnaire for Request for Information Management.

To create a questionnaire, follow these steps:

1. In the Questionnaires page, click Create Questionnaire. The Create Questionnaire pane is displayed.
2. Select the Case Type.
3. Enter the unique Name for the Questionnaire.
4. Enter Description about the Questionnaire. This field is optional.
5. Select Status from the drop-down list. The available status are Active and Inactive.
6. Enter Introduction about the Questionnaire. This field is optional and this will be displayed at the top of the RFI form.
7. If you want to add a image to the Questionnaire, then click Choose File to open the file selector dialog and select the required image or drag the file from the directory and drop it in the Image File box.
8. Click Save. The new questionnaire is created and displayed in the Questionnaires page.