Edit 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 by permitted users.

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 Note: Users can only edit Questionnaires in an In Progress status. 

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

Please also see our full help article on Adding and Managing 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: 

Navigating to a Questionnaire 

1. Navigate to the Response Management Module and click on the name of the In Progress questionnaire you intend to edit as shown below.

RM edit questionnaires 24.7 navigate 1.png

2. Alternatively, click on the 3 dots in the Actions column and select the View Questionnaire option. 

RM edit questionnaires 24.7 navigate 2.png

Editing a Questionnaire

1. From the Answering Screen, click on the Edit Questionnaire button as shown below. 

RM edit questionnaires 24.7 edit 1.png

To learn more about answering questionnaires, please see our full article below:

Editing a Section/Subsection/Question

2. Click on the Section/Subsection/Question you would like to make edits to. 

RM edit questionnaires 24.7 edit 2.png

3. Make the desired edits to the Question ID and/or Question text on the right-hand side and click Save to update the question. 

RM edit questionnaires 24.7 edit 3.png

Adding a Section/Subsection/Question 

4. Click on an Add Section/Subsection/Question link as shown below. 

RM edit questionnaires 24.7 add 1.png

5. Alternatively, click on the 3 dots on the right-hand side and select the Add (Object) Above or Add (Object) Below option.

RM edit questionnaires 24.7 add 2.png

6. Enter the required fields and click on Add to save the new object. 

RM edit questionnaires 24.7 add 3.png

Arranging Questions 

7. Click on the Arrange Questions link. 

RM edit questionnaires 24.7 arrange 1.png

8. Drag and drop the 6 dots icon of the desired Section/Subsection/Question to move it. 

RM edit questionnaires 24.7 arrange 2.gif

9. Once done, click Save Arrangement to update the questionnaire. 

RM edit questionnaires 24.7 arrange 3.png

Deleting a Section/Subsection/Question 

10. Click on the 3 dots on the right-hand side of the desired Section/Subsection/Question and select Delete

RM edit questionnaires 24.7 delete 1.png

11. Alternatively, users can bulk-delete Sections/Subsections/Questions by clicking on the checkboxes of the rows that need to be removed. Once you have selected all of the relevant items, click on the Delete link to proceed. 

RM edit questionnaires 24.7 delete 2.png

12. From the Delete Window, click Continue to confirm the deletion. 

edit questionnaires delete 3.png

Collapsing All Rows 

13. Click on the Collapse All Rows link to collapse all of the question records into their sections. 

RM edit questionnaires 24.7 collapse 1.png

14. To expand the rows, click on the section's Expand Arrow as shown below. 

RM edit questionnaires 24.7 collapse 2.png