Questionnaire Templates

The Questionnaire Templates page contains all Questionnaire Templates that can be used for a hold. Questionnaire results help to get a better understanding of the data set and discover more sources of information.

View, Filter & Sort

View created questionnaire templates and filter/sort them via the columns. 

Note: Filtering/sorting works the same on all pages. View a short animation of filtering and sorting on this page: Hold Management.

 

To add/remove columns, select the Settings icon 

Then, select Columns and (de)select the appropriate columns.

Create Questionnaire Template

  1. Select 

    Note: This step is skipped when creating or editing a template via the Questionnaires Tab.

  2. With the icon in the top right corner you can switch from and to full screen mode. 

       Exit full screen

      Full screen

  3. Define/edit a Name. Below the Name field, you can switch from Survey Designer to Test Survey to Survey Logic.

  • Survey Designer 

    Create or Edit a Questionnaire; Select question types (or drag&drop them) from the Toolbox to add them to the (first) page of the questionnaire. 

    Edit the selected questions or  export them as a PDF. In the Properties pane, define the settings for this survey, the pages and the questions. When finished, click Save. If not already a template, you can now save it as one.

    Please note that when you remove a custom questionnaire, it will be deleted. If you want to be able to use it again, it needs to be saved as a template.

  • Test Survey 

    Test how the survey (questionnaire) will be displayed on a selected device. 

  • Survey Logic 

    Create rules to customize the flow of the survey. For example, when a certain answer is given on a specific question, you might want the custodian to answer another selected question. 

Edit or Delete Questionnaire Templates

Edit a Questionnaire Template via the  Edit Questionnaire Template icon   

Delete a single Questionnaire Template  via the  Delete Questionnaire Template  icon   

Delete multiple Questionnaire Templates  by selecting them and clicking the  Delete selected Questionnaire Templates  icon 

After edit or delete actions, update the Questionnaire Templates View with the Refresh icon 

Duplicate Questionnaire Templates

When you want to create a new Questionnaire Template with just some minor changes to an existing one, clone the existing template.

Duplicate a Questionnaire Template via the  Clone Questionnaire Template  icon 

Export Questionnaire Templates

Export all your Questionnaire Templates as CSV, Excel or PDF.

 

First, select the Settings icon 

Then, select Export As... and select the format to which you want to export.

Save View

The Questionnaire Templates View might have been adjusted by filtering, sorting and/or by a specific selection of columns (via Settings > Columns).

 

To save this new view, select the Settings icon  

Then, select Save View.