Questionnaire series
- Questionnaire series overview
- Creating a new questionnaire series
- Editing a questionnaire series
- Assigning question catalogs to questionnaire series
Questionnaire series overview
To access the overview of questionnaire series, navigate to the menu item “Templates” -> “Questionnaire series”. Here you will find a list of all existing questionnaire series in a tabular view with seven columns:
- Image
- Title
- Description
- Questionnaires
- Questions
- Last update
- Actions
You will find three icons under the "Actions" column:
- "Pencil" for editing
- "Lock" for questionnaire series that are already in use
- "Link" for the assignment of questionnaire series
Creating a new questionnaire series
A questionnaire series is a collection of questionnaires.
To create a new series, first navigate to the menu item “Templates” -> “Questionnaire series”. Here you will see an overview of all existing questionnaire series. To create a new series, click on the "Create new questionnaire series" button at the top right.
A new pop-up will open in which you can give the series a unique title (note: mandatory field) and a description.
When creating a new questionnaire series, you have the option of adding an image and the following information:
- Title
- Description
The other details are added automatically:
- Number of questionnaires
- Number of questions
- Response time
- Last update
Proceed by clicking on "Save".
Another pop-up will now open. In the left-hand column, you will see all existing questionnaires. You can assign a question questionnaire to a series using drag & drop or double-click.
At the top you can see the newly assigned name of the questionnaire series. In the righthand column, you can see the question catalogs that you have assigned to the series. You can drag and drop them into the desired order using the drag indicator (six dots). You can also remove individual catalogs by clicking on the cross icon. You can call up a preview via the "eye" symbol in the tile of the respective question catalog.
You can view a preview of the questionnaire series by clicking on the "Preview" button at the bottom right.
Remember to click the "Save" button when you are finished assigning the question catalogs.
Editing a questionnaire series
To edit a a new series, first navigate to the menu item “Templates” -> “Questionnaire series”. Here you will see an overview of all existing questionnaire series.
Select the relevant questionnaire series (tip: you can also use the search function) and click on the "pencil" icon.
A pop-up will now open in which you can change the name and description, as well as the answer duration.
You can also edit the assigned question catalogs by clicking on the “Add questionnaires” button. A new pop-up will then open in which you can assign the questionnaires to the questionnaires-series.
When you have finished editing, don't forget to click on the "Save" button.
Assigning question catalogs to questionnaire series
Select the relevant questionnaire series (tip: you can also use the search function) and click on the "Pencil" icon or double-click on the corresponding line. A new pop-up "Details questionnaire series” appears.
At the bottom left you will see a button "Add questionnaires". Click on it to open a new pop-up, that’s consisting of two parts. The left half contains the existing question catalogs and the right half contains the questionnaire series.
You can drag and drop (six small dots on the left) a question catalog from the left column to the right column or double-click on the question catalog you want to assign.
You can remove question catalogs that have already been added to your series by clicking on the cross icon on the right-hand side. You can call up a preview via the "eye" symbol in the tile of the respective question catalog.
When you have finished editing, don't forget to click on the "Save" button.