This feature is available in the Client connect module and accessible only to Questionnaire owners.
Users have the ability to Edit and Answer a Questionnaire in Manage Questionnaires to prepare it effectively for publishing. After adding a new questionnaire, users will have the ability to edit the properties, edit the structure of the questionnaire and at the same time add an Answer. (Note: The questionnaire needs to be in Draft status to be able to edit and answer). Users also have the ability to assign questions to other users within the organization for answering.
1. You have the ability to edit the properties of a questionnaire (Questionnaire name and version) after the questionnaire creation. Start by clicking on the box with 3 dots and click on Edit Properties. Here, you can update the Questionnaire name and the version and lastly click Update.2. You have the ability to edit the structure of the questionnaire by adding a question, cut/paste/delete a section or add sub-sections.
Users in Client connect can answer the self created questionnaires in order to publish.
- To get started go to Manage Questionnaires which will take you to the Edit screen. Now click on the question you wish to answer. You can enter your answer.
- When the user selects an Answer , the dot will become green and the question will be deemed answered. (Note: Only Yes/No/NA type and Open type answers are available while answering).
When answering a self-created questionnaire, users will have the ability to collaborate with other users by assigning them questions.
- To start assigning, select an entire section or bulk select a set of questions. Once selected, the dots will become green. Click on Assign to and select the name of user within your organization and add an optional comment to proceed.
2.Click on Assign to finish the process of assigning questions.