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Adding and Managing Questionnaires

Response360 users can utilize the Response Management Module to digitize questionnaires from various formats such as Word, PDF, and Excel. Once imported, questionnaires can be edited, answered, managed, and exported for offline use.

Users with the Response Management Write permission can create new questionnaire records and modify those records. Users with the Response Management Read, Write, View All, and/or Modify All permissions enabled can view and/or edit questionnaires. 

Please see our full help article for more information on Response Management Permissions:

Please also see our full help articles on Answering and Editing Questionnaires:

Please Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.

This article covers the following topics:

Adding a Questionnaire 

1. Navigate to the Response Management Module and click on the Add Questionnaire button as shown below. 

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2. Enter the details in the required (*) fields and click on the + Add Word/Excel/PDF link to import an offline questionnaire. Once done, click on the Add button to proceed.

adding and managing questionnaires 2.png 

Please Note: Only Word, Excel, and PDF file types are supported for document import.

3. If an Excel sheet is imported and it contains more than one worksheet, in the Select Sheets Window, designate the sheet(s) you intend to import from the dropdown as shown below. Click Continue to proceed with the import.

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4. The Importing in Progress Window will indicate that questionnaires take about 5 to 15 minutes to complete parsing. You'll receive a success notification on the platform and an email when the questionnaire is ready. Click Back to Questionnaires to return to the Questionnaire Screen. 

adding and managing questionnaires importing in progress.png

Managing a Questionnaire 

Viewing/Editing a Questionnaire 

1. From the Response Management Module, either click the name of the questionnaire or click on the 3 dots in the Actions column and select the View Questionnaire option. 

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2. Once the questionnaire is open, the user will have the option to answer the questions or edit the questionnaire itself. 

adding and managin questionnaire 24.7 view questionnaire 2.png

Exporting a Questionnaire 

1. From the Response Management Module, click on the 3 dots in the Actions column and select the Export Questionnaire option.

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2. From the Export Window, select the file type (PDF or Excel) you would like to export the questionnaire as and click Export. 

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Editing Questionnaire Properties

If any Questionnaire Property details were input correctly or need to be updated, users can easily do so from a single view. Users can only edit property details for questionnaires that are In Progress status. 

1. Click on the 3 dots and select Edit Properties. 

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2. Make your desired edits and click Save when done. 

adding and managing questionnaires edit questionnaire properties 2.png

Archiving a Questionnaire

Users have the option to archive questionnaires that are no longer relevant to them. Users can only archive questionnaires that are in the Completed status. 

1. From the Response Management Module, click on the 3 dots and select Archive Questionnaire. 

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2. From the Archive Questionnaire Window, click on the Archive button to confirm.

adding and managing questionnaires 24.7 archiving 2.png