Difference between revisions of "Questionnaire Templates"

Latest revision as of 00:13, 18 April 2014

Questionnaire Templates[edit]

In order create a new Questionnaire Form, go to Back Office > Master Data > Questionnaire Form Editor Menu. In this list you can search for a particular form by using the simple search or an advanced search and you have the possibility to export the current list to excel by clicking the icon.

Create a new questionnaire form (online and offline process)[edit]

In order to create a new form, click the New icon. A new line will be created and will be visible in your list. To rename the new created form, click the folder icon, and in the pop-up type the name of your form. After filling in all the mandatory fields click “Apply”

Create / Edit online the questionnaire[edit]

In the questionnaire editor, before starting to create any questions, go first to the questionnaire properties to set the general settings for this questionnaire.

Select or deselect the following options, then save your selection and go back to the questionnaire editor to start working on the questions.

Do not forget to save before going back to editing. Click the Save icon.

To insert your first question, click the relevant icon.

Choose the type of question (in this case, you choose a title) and click Next.

Write the title name and click Apply to save the information.

After having inserted your title, you can create the next question. In the column Actions, click the icon New sub-level row if you want to have a sub-level or click the New row if you want to have the same level.

Select again your type of question on the tab Overview (i.e. a field with written answer). Then click the Next icon.

Specify the title of a question. You can then select the length and height of the free text field. You can as well define if this question what should be mandatory for the supplier.

Finally click the Apply icon. Your second line has been created.

To enter a multiple answer select from:

• Pull down- (single selection)
• Radio button (single selection)
• Checkboxes (Multiple selection)
• List (Multiple selection)

Please note that, in case you need to make some modifications on an already created question, click on the icon(Set row properties). The question editor will allow any modifications!

Create/ Edit offline the questionnaire[edit]

There are two ways of creating questionnaires offline:

• Creating the questionnaires using the macro (questionnaire exported)
• Creating the questionnaires without using the macro (creating questions directly in excel and importing into the platform).

Import Questions using Macro template. Save the file on your computer and make sure you do not modify its name as the platform will not recognize it otherwise and you will not be able to upload it as a consequence. Use the Questionnaire Wizard to edit the file.

Click the upload icon in order to upload the questionnaire. When creating questions using macro, point to excel cell first, where question will be inserted, then use macro to create question. Conditional questions and formula’s cannot be created using Macro.

Click the Enable icon to set the questionnaire Online.