Defining a Questionnaire Template

The Questionnaire Template screen appears. It contains the following sections:

• Main - Used to specify basic details about the questionnaire template. It contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Questionnaire Template	Used to specify the questionnaire template.	Yes
  Description	Used to specify the description for the questionnaire template.	Yes
  Start Date	Used to specify the date from when the questionnaire template is effective.	Yes
  End Date	Used to specify the date till when the questionnaire template is effective.	No
  Question Display Order	Used to indicate the order in which the questions of the questionnaire template should appear in the Questionnaire Template screen. The valid values are: Rule based Sequence based	Yes

• Questions - Used to associate the rule based or sequence based questions with the questionnaire template. It contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Question	Used to specify the question that you want to associate with the questionnaire template. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Question Search window appears where you can search for a question.	Yes
  Question Text	Used to specify the question statement.	Yes
  Sequence	Used to specify the sequence number of the question.	Yes
  Answer Type	Used to indicate the type in which you want to select the answer for the question. The valid values are: Date Decimal Value Multi Selection Check Box List Multi Selection from Drop Down List Numeric Value Percentage Radio Button List Single Selection Drop Down List Text	Yes
  Answer Value Set	Indicates the references from where you want to search for the answer of the question. The valid values are: Reference Data - Used to indicate that you want to search for the answer from a specific reference table given in the system. Note: This field is disabled when you select the Date, Decimal Value, Numeric Value, Percentage, or Text option from the Answer Type list. Predefined List - Used to indicate that you want to search for the answer from a predefined list defined in the system. Note: This field is disabled when you select the Date, Decimal Value, Numeric Value, Percentage, or Text option from the Answer Type list.	Yes (Conditional) Note: This field is required for searching answers from a given reference.
  Reference Table	Used to indicate a specific table that you want to set as a source for searching the answer of the question. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Table Search window appears. On specifying the table, the description of the table appears corresponding to the Reference Table field. This field is enabled only when the Reference Data option radio button is selected from the Answer Value Set field.	Yes (Conditional) Note: This field is required for searching the answer from a reference table.
  Reference Column	Used to indicate the column in the reference table from where you want to search for the answer of the question. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Column Search window appears. On specifying the column, the description of the column appears corresponding to the Reference Column field. This field is enabled only when the Reference Data option radio button is selected from the Answer Value Set field.	Yes (Conditional) Note: This field is required for searching the answer from a reference table.
  Reference Criteria	Used to specify the criteria based on which you want to search for the answer from the given reference.	No
  Validation Algorithm	Used to indicate the algorithm that you want to use for validating the answer of the question. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears where you can search for an algorithm.	Yes
  Default Answer	Used to specify the answer that you want to set as default for the question.	No
  Mandatory	Used to indicate whether the question is mandatory or not. Note: On selecting the check box of the Mandatory field, the question appears with an asterisk (*) sign in the questionnaire template.	No
  Reference Parameter	Used to indicate the parameter which is used to check the eligibility while recommending the reference customers / products / packages. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Parameter Search window appears. On specifying the parameter, the description of the parameter appears corresponding to the Reference Parameter field.	No
  Rule Type	Used to indicate the rule type using which the next question appears in the Questionnaire Template screen. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Rule Type Search window appears. On specifying the rule type, the description of the rule type appears corresponding to the Rule Type field. This field is used when the Question Display Order is selected as Rule Based.	Yes (Conditional) Note: This field is used for displaying the next question based on the answer provided for the previous question in the questionnaire template.
  Question Applicability	Used to indicate the question applicability based on which the references are derived. The valid values are: Customer and Deal References Package and Product References Others	Yes
  Predefined Value	Used to specify the predefined list from where you want the system to search the answer for a question. Note: This field is enabled when the Predefined List option radio button is selected from the Answer Value Set field.	Yes (Conditional). Note: This field is required for searching the answer from a predefined list.
  Description	Used to specify the description of the predefined list.	Yes (Conditional) Note: This field is required for searching the answer from a predefined list.