Create and Manage Your Questionnaires

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Questionnaire

Click the Questionnaire menu from the primary menu section and the questionnaire list page will open, as shown in Figure 1 below.

Figure 1: Individual Insight Questionnaire Screen
Figure 1: Individual Insight Questionnaire Screen

Add Question

Click on the Add Question button, as shown in Figure 1 above and a dropdown menu will appear to select from Add Question or Import Question based on your requirements.

Once you select your desired option to add a question by clicking the button, the add question page will open, as shown in Figure 2 below.

Figure 2: Individual Insight Add Question Screen
Figure 2: Individual Insight Add Question Screen

You can enter the below details and click the Submit button to save a question, as shown in Figure 2 above. The details that need to be filled in are:

  • Title (textbox - Mandatory): Title of the question
  • Response Type (dropdown menu - Mandatory): Select the type from:
    • Single Choice
    • Multi Choice
    • Matching Phrase
    • Numbers
    • Free Flow Text
  • Description (text area - Optional): Description of the question
  • Business Unit (dropdown menu - Optional): Select the business unit category parameter of the question
  • Group (dropdown menu - Optional): Select the group to which the question belongs
  • Link Docs from Cabinet (dropdown menu - Optional): Select the link of the document from the Cabinet to which the question belongs (if you have any documents in your Cabinet.)
  • Link Pages from Wiki (dropdown menu - Optional): Select the link of the page from Wiki to which the question belongs (if you have any pages in your Wiki.)

Response Options

  • Title (textbox - Mandatory): Title of the Response
  • Description (text area - Optional): Description of the Response
  • Link Docs from Cabinet (dropdown menu - Optional): Select the link of the document from the Cabinet to which the Response belongs (if you have any documents in your Cabinet.)
  • Link Pages from Wiki (dropdown menu - Optional): Select the link of the page from Wiki to which the Response belongs (if you have any pages in your Wiki.)
  • Lead Question (dropdown menu - Optional): Select the Lead Question
  • Adequacy of Risk (dropdown menu - Optional): Select the Adequacy of Risk type from:
    • Strong
    • Med Strong
    • Adequate
    • Med Weak
    • Weak

Click on the Add More button to add more Response Options to the question.

NOTE: For response type ‘Matching Phrase’, ‘Numbers’, and ‘Free Flow Text’ the response options will not be available.

All questions added will be listed group-wise in a tab format on the Questionnaire list page, as shown in Figure 3 below.

Figure 3: Individual Insight Questionnaire List Screen
Figure 3: Individual Insight Questionnaire List Screen

To view a particular question, click on the View icon associated with the question, as shown in Figure 3 above. The page will open with all the details of the question, as shown in Figure 4 below.

Figure 4: Individual Insight View Question Screen
Figure 4: Individual Insight View Question Screen

You can replicate a question by clicking the Replicate this Question button, as shown in Figure 4 above.

You can archive the question by clicking the Archive button, as shown in Figure 4 above.

At the bottom of the page, all the responses to the question will be listed in a tabular form, as shown in Figure 4 above.

You can add more responses to the question by clicking the Add button available under the response section, as shown in Figure 4 above.

You can sort the response options to the question by clicking the Sort button available under the response section, as shown in Figure 4 above.

Edit Question

You can edit the question by clicking the Edit button, as shown in Figure 21 above. On the edit question page, you can edit the details as shown in Figure 5 below:

  • Title (textbox - Mandatory): Title of the Response
  • Response Type (dropdown menu - Mandatory): Choose the type from:
    • Single Choice
    • Multi-choice
    • Matching Phrase
    • Numbers
    • Free Flow Text
  • Description (text area - Optional): Description of the Response
  • Business Unit (dropdown menu - Optional): Select the business unit category parameter of the question
  • Group (dropdown menu - Optional): Select the group to which the question belongs
  • Link Docs from Cabinet (dropdown menu - Optional): Select the link of the page from Wiki to which the question belongs (if you have any documents in your Cabinet.)
  • Link Pages from Wiki (dropdown menu - Optional): Select the pages from Wiki to which the question belongs (if you have any pages in your Wiki.)
Figure 5: Individual Insight Edit Question Screen
Figure 5: Individual Insight Edit Question Screen

NOTE: For response type ‘Matching Phrase’, ‘Numbers’, and ‘Free Flow Text’ the response options will not be available.

Preview

To preview all the questions available under a group, click on the Preview button, as shown in Figure 20 above and a new page will open in preview mode, as shown in Figure 6 below.

Figure 6: Individual Insight Preview Question Screen
Figure 6: Individual Insight Preview Question Screen

Click on the Program button available on the screen and all the programs available will be shown in the dropdown menu.

Group

To create a group, click on the Group button, as shown in Figure 3 above and a new page will open, as shown in Figure 7 below.

Figure 7: Individual Insight Questionnaire Group Screen
Figure 7: Individual Insight Questionnaire Group Screen

Add Group

Click on the Add button to create a new group, as shown in Figure 7 above and a new page will open, as shown in Figure 8 below.

Figure 8: Individual Insight Questionnaire Group Screen
Figure 8: Individual Insight Questionnaire Group Screen

You can enter the below details and click the Submit button to save a group, as shown in Figure 8 above. The details that need to be filled in are:

  • Title (textbox - Mandatory): Title of the group
  • Description (text area - Optional): Description of the group
  • Score Parameter (check box - Optional): Multiple Choice
  • Adjustment Coefficient (select - Optional): Value should be greater than 0 and less than equal to 1 Edit Group

Edit Group

Click on the Edit icon associated with a group, as shown in Figure 7 above and a new page will open, as shown in Figure 9 below.

Figure 9: Individual Insight Questionnaire Edit Group Screen
Figure 9: Individual Insight Questionnaire Edit Group Screen

Click on the Archive icon associated with a group, as shown in Figure 7 above to archive a the group.

Sort Group

Click on the Sort button to sort the groups, as shown in Figure 7 above and a new page will open, as shown in Figure 10 below.

Figure 10: Individual Insight Questionnaire Sort Group Screen
Figure 10: Individual Insight Questionnaire Sort Group Screen

You can sort both group-wise and question-wise for a particular group using the sort feature, as shown in Figure 10 above.

Weight

Click on the Weight button available on the questionnaire screen, as shown in Figure 11 below.

Figure 11: Individual Insight Questionnaire Screen
Figure 11: Individual Insight Questionnaire Screen

A new page will open, as shown in Figure 12 below.

Figure 12: Individual Insight Questionnaire Add Weight Screen
Figure 12: Individual Insight Questionnaire Add Weight Screen

You can change the weight value by clicking on the select dropmenu, as shown in Figure 12 above.

NOTE: The sum of the weight for all questions must be equal to 1.

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