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Questionnaire Configuration Examples

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Create A Questionnaire With One Selection, One Rating Scale And One Matrix Question

This Questionnaire has one section. All the questions include a list of possible answers. The Questionnaire respondent must choose one answer for each question.

Configure The Questionnaire Properties

  1. Select the folder in which you want to store the Questionnaire, rightclick on it and select Create questionnaire from the menu.
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  2. Enter a title for the Questionnaire. The title appears at the top of the Questionnaire. The default title is New questionnaire. In this example, change it to Travel & Parking Questionnaire.
  3. Enter a Name for the Questionnaire. In this example, Travel & Parking Questionnaire.
  4. Enter a name for the Questionnaire. This is the name the Questionnaire will be saved as in the library. In this example, enter Travel & Parking Questionnaire.
  5. Enter a Description in the text box. In this example, enter Travel & Parking Questionnaire.
  6. Enter a Revision description. In this example, enter First revision of the Travel & Parking Questionnaire.
  7. Click Save to save the Questionnaire.

Note: If any of these fields are left blank, errors are displayed when you try to save the Questionnaire. These errors must be fixed before you can save the Questionnaire. Validation errors will not prevent the Questionnaire from being saved. However, validation errors must be fixed before the Questionnaire can be Published. See Validate” for more information.

Settings

This Questionnaire will have all the questions on one page. To configure this, set the value for Questions per page to All.

In the Startup comments text box, type any extra information you want to appear on the start page of the Questionnaire. In this example, leave this blank.

Create Selection Question

  1. Rightclick on Travel & Parking Questionnaire and select Add a section from the menu.
    Section 1 is added to the Questionnaire.
  2. Rightclick on Section 1 and select Add a selection question from the menu. Question 1 is displayed below Section 1 in the Questionnaire explorer.
  3. Doubleclick on Question 1 and replace Question 1 with the required question. In this example, Which office do you work in?
  4. Click Save to save the Questionnaire.

Create The Selection Options

The Selection type answer needs a number of options the Questionnaire respondent can choose from.

  1. Rightclick on Which office do you work in? and select Add selection option from the menu. Repeat this until there are three options.
  2. Doubleclick on Option 1 and change Option 1 to Slough.
  3. Doubleclick on Option 2 and change Option 2 to Swansea.
  4. Doubleclick on Option 3 and change Option 3 to Framingham.
  5. The Questionnaire should now look like this.
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  6. Save the Questionnaire.

Create Rating Scale Question

  1. Rightclick on Section 1 and select Add a rating question from the menu. The Rating scale templates dialog is displayed. Select the Rating scale template Poor to Excellent from the list of templates. Click Select.
  2. Question 2 appears below the question you have already created. Doubleclick on Question 2 and replace Question 2 with How do you rate your commute to work?
  3. Leave all the remaining settings for this question at their default settings.

Create Matrix Question

  1. Rightclick on Section 1 and select Add a matrix question from the menu.
  2. Doubleclick on Question 3 and change it to How often do you use the following modes of transport when commuting to work?
  3. Doubleclick on Child question 1 (the first child question of the matrix) and change it to Car.
  4. Rightclick on Questions (above Car in the Questionnaire explorer) and select Add a child question from the menu. Child question 2 is added below Car. Change Child question 2 to Train.
  5. In a similar way, add the following child questions:
  • Underground
  • Bus
  • Cycle
  • Walk
  1. The matrix question How often do you use the following modes of transport when commuting to work? now has six child questions.
  2. Select Options (below Walk). Change the Question type (in the properties on the right) to Rating scale. Select Never to Frequently from the Rating templates dialog. Click Select.
  3. Save the Questionnaire.

Previewing The Questionnaire

The Questionnaire can be previewed to ensure it has been created correctly.

  1. Click the Save & preview button to open the Questionnaire.
  2. The Start page is displayed.
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  3. Click Start Questionnaire to view the questions. The first question is the selection question.
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  4. Click Next to view the rating scale question.
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  5. Click Next to view the matrix question.
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  6. Click Next to see the submission page.
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  7. To close the Questionnaire preview window, either close the web browser window or click Submit. You are then asked to confirm you want to submit the questionnaire. Click Yes. Then click Close to close the Questionnaire preview window.

Note: When previewing a Questionnaire, clicking Submit does not submit the Questionnaire. It just shows the Questionnaire creator the same screens as the recipients will see when this Questionnaire is sent to them and they start the Questionnaire.

Creating A Branching Question

This example shows how to create a simple Questionnaire with three questions. The first question asks whether the respondent drives to work. If they do not, they omit the next question about car parking and go straight to the question in the second section about how long they have worked at the company. However, if they do drive to work, they are taken to the question about car parking and then on to the second section.

  1. Create a new Questionnaire. Give it a title, name, description and revision description.
  2. Create two sections.
  3. Ensure Questions per page is set to Other and 1.

Note: Branching can be configured for Questionnaires with the setting Questions per page set to 1 only. When Questions per page is set to 2 or more (or All), the Branch to option is not available.

  1. In Section 1, create the selection question Do you ever drive to work?
  2. Create two selection options:
  • Yes
  • No
  1. Select Section 1 and add a rating question and select Never to Frequently from the Rating scale templates.
  2. Edit Question 2 to ask How often can you park in the office car park?
  3. Select Section 2 and add a selection question.
  4. Edit Question 1 (in Section 2) to ask How long have you worked here?
  5. Add four selection options and change them to:
  • Less than 1 year
  • Between 1 and 2 years
  • Between 2 and 3 years
  • 3 years or more
  1. Save the Questionnaire. The Questionnaire now has two sections and three questions.
    image
  2. Select the question Do you ever drive to work? then select the answer option No. In the properties pane on the right, click on the Branch to dropdown list and select Section 2.
    image

Preview The Questionnaire

You can verify the branching is correct by previewing the Questionnaire.

  1. Click Save & preview and, for the first question, Do you ever drive to work? select Yes and click Next.
  2. You are taken to the next question How often can you park in the office car park?
  3. Select an answer and click Next. You are taken to the question in Section 2 How long have you worked here?
  4. Now, click First to go through the Questionnaire again. This time, for the first question Do you every drive to work? select No and click Next.
  5. You are taken straight to the question in Section 2, omitting the question about the car park.
  6. Close the Questionnaire preview window and return to PolicyHub.

Importing Sections From Other Questionnaires

A Questionnaire can be based partially or completely on questions and sections from other Questionnaires. This example shows how to edit a Questionnaire and import into it a whole section from another Questionnaire.

  1. From the library, select the Questionnaire you want to edit, rightclick and select Edit latest revision from the menu.
  2. An imported Questionnaire section will appear at the end of the Questionnaire. Therefore, create any sections you require so the imported section appears in the required order in the Questionnaire. In this example, a section called Office has been created. The imported section will appear next. More sections can then be added to the Questionnaire as required.
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  3. Select the section Office and click Import.

Note: To import a section into a new Questionnaire which does not yet contain any sections, select the Questionnaire title and click Import.

  1. The library is opened. Browse to the folder containing the Questionnaire you want to import. Select the Questionnaire and click Select. The latest revision of the Questionnaire is opened. The Questionnaire you are editing is displayed in the panel on the left and the Questionnaire you are going to import is shown in the panel on the right.
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  2. From the panel on the right, select the section you want to import and then click the Import button. In this example, there is only one section, Getting to Work & Parking. (To import multiple sections, use the Ctrl key while selecting the sections and then click Import.)
  3. The selected section is added to the Questionnaire being edited.
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Note: If you select a section for import which contains a question which branches to another question or to a section, the question will be imported without branching. Branching can be added to the question when you have finished importing questions. See Creating A Branching Question” for an example. An imported question which branches to the end of the Questionnaire retains the branching settings.

  1. If required, continue adding more sections from the Questionnaire on the right. Click Finished importing to close the Questionnaire panel on the right.
  2. Using the examples in this chapter, complete the Questionnaire.

Importing Questions From Other Questionnaires

This example shows how to edit a Questionnaire and import into it a question from another Questionnaire.

  1. From the library, select the Questionnaire you want to edit, rightclick and select Edit latest revision from the menu.
  2. Select the section you want to import the question into and click Import.

Note: You must select the section you want a question to be imported into. If this is a new Questionnaire, first create a section, then select the section and click Import.

  1. The library is opened. Browse to the folder containing the Questionnaire you want to import. Select the Questionnaire and click Select. The latest revision of the Questionnaire is opened. The Questionnaire you are editing is displayed in the panel on the left and the Questionnaire you are going to import is shown in the panel on the right.
  2. An imported Questionnaire question will appear at the end of the selected section. Therefore, create any questions you require so the imported question appears in the required order in the section. In this example, a section called Office has been created. The imported question will appear as the second question in this section. More questions can then be added to the Questionnaire as required.
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  3. From the panel on the right, select the question you want to import and then click the Import button. (To import multiple questions, use the Ctrl key while selecting the questions and then click Import.)
    image
  4. The selected question is added to the Questionnaire being edited.
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Note: If you select a question for import which branches to another question or to a section, the question will be imported without branching. Branching can be added to the question when you have finished importing questions. See Creating A Branching Question” for an example. An imported question which branches to the end of the Questionnaire retains the branching settings.

  1. If required, continue adding more questions from the Questionnaire on the right. Click Finished importing to close the Questionnaire panel on the right.
  2. Using the examples in this chapter, complete the Questionnaire.
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