Create and Manage Your Questionnaires


Questionnaire

Click the Questionnaire menu from the primary menu section, and the questionnaire list page opens, as shown in Figure 1 below.

Figure 1: Individual Insight
        Questionnaire Screen
Figure 1: Individual Insight Questionnaire Screen

Add Question

Click the Add Question button, as shown in Figure 1 above, and a drop-down menu with the value Add Question appears. Clicking on which, the add question page opens, as shown in Figure 2 below.

Figure 2: Individual Insight Add Question Screen
Figure 2: Individual Insight Add Question Screen

You can enter the details below and click the Submit button to save the questions, as shown in Figure 2 above. The details that need to be filled in are:

  • Title (Textbox - Mandatory): Title of the question
  • Assessment Type (Dropdown menu - Mandatory): Select the type from:
    • Pre-Assessment (Appears if Double Tier is selected in the General Setting page)
    • Assessment
  • Response Type (Dropdown menu - Mandatory): Select the type from:
    • Single Choice
    • Multi Choice
    • Matching Phrase
    • Numbers
    • Free Flow Text
    • Free Flow Text with Document (Appears if Pre-Assessment is selected in the assessment type drop-down menu)
  • Description (Text area - Optional): Description of the question
  • Group (Dropdown menu - Optional): Select the group to which the question belongs

Response Options

  • Title (Textbox - Mandatory): Title of the Response
  • Description (Text area - Optional): Description of the Response
  • Lead Question (Dropdown menu - Optional): Select the Lead Question

Click the Add More button to add more Response Options to the question.

NOTE: For response types ‘Matching Phrase’, ‘Numbers’, and ‘Free Flow Text’, the response options will not be available.

All questions added are listed group-wise in a tab on the Questionnaire list page, as shown in Figure 3 below.

Figure 3: Individual Insight
        Questionnaire List Screen
Figure 3: Individual Insight Questionnaire List Screen

To view a question, click the View icon associated with it, as shown in Figure 3 above. The page opens with all the details, as shown in Figure 4 below.

Figure 4: Individual Insight View
        Question Screen
Figure 4: Individual Insight View Question Screen

Click the Replicate this Question button to replicate the entire question, as shown in Figure 4 above.

You can archive the question by clicking the Archive button, as shown in Figure 4 above.

The responses to the question are listed in a tabular form, as shown in Figure 4 above.

You can add more responses to the question by clicking the Add button under the response section, as shown in Figure 4 above.

You can sort the response options to the question by clicking the Sort button under the response section, as shown in Figure 4 above.

Edit Question

You can edit the question by clicking the Edit button, as shown in Figure 4 above. On the edit question page, you can edit the details as shown in Figure 5 below:

  • Title (Textbox - Mandatory): Title of the Response
  • Assessment Type (Dropdown menu - Mandatory): Select the type from:
    • Assessment
  • Response Type (Dropdown menu - Mandatory): Select the type from:
    • Single Choice
    • Multi-choice
    • Matching Phrase
    • Numbers
    • Free Flow Text
  • Description (Text area - Optional): Description of the Response
  • Business Unit (Dropdown menu - Optional): Select the business unit category parameter of the question
  • Group (Dropdown menu - Optional): Select the group to which the question belongs
Figure 5: Individual Insight Edit
        Question Screen
Figure 5: Individual Insight Edit Question Screen

NOTE: For response types ‘Matching Phrase’, ‘Numbers’, and ‘Free Flow Text’, the response options will not be available.

Preview

To preview all the questions under a particular group, click the Preview button, as shown in Figure 6 below. A new page opens in preview mode, as shown in Figure 7 below.

Figure 6: Individual Insight Preview
        Question Screen
Figure 6: Individual Insight Preview Question Screen
Figure 7: Individual Insight Preview
        Question Screen
Figure 7: Individual Insight Preview Question Screen

Click the Program button, and all the programs are shown in the drop-down menu.

Group and Sort

To create a group, click on the Group link from the drop-down menu under Settings, as shown in Figure 6 above. A new page opens, as shown in Figure 8 below.

Figure 8: Individual Insight Questionnaire Group Screen
Figure 8: Individual Insight Questionnaire Group Screen

Add Group

Click the Add button to create a new group, as shown in Figure 8 above. A new page opens, as shown in Figure 9 below.

Figure 9: Individual Insight Questionnaire Add Group Screen
Figure 9: Individual Insight Questionnaire Add Group Screen

You can enter the details below and click the Submit button to save the groups, as shown in Figure 9 above. The details that need to be filled in are:

  • Title (Textbox - Mandatory): Title of the group
  • Description (Text area - Optional): Description of the group
  • Score Parameter (Check box - Optional): Multiple Choice
  • Adjustment Coefficient (Select - Optional): Value should be greater than 0 and less than or equal to 1

Edit Group

Click the Edit icon associated with an individual group, as shown in Figure 8 above, and a new page opens, as shown in Figure 10 below.

Figure 10: Individual Insight Questionnaire Edit Group Screen
Figure 10: Individual Insight Questionnaire Edit Group Screen

You can enter the details below and click the Submit button to edit the groups, as shown in Figure 10 above. The details that need to be filled in are:

  • Title (Textbox - Mandatory): Title of the group
  • Description (Text area - Optional): Description of the group
  • Score Parameter (Check box - Optional): Multiple Choice
  • Adjustment Coefficient (Select - Optional): Value should be greater than 0 and less than or equal to 1

Click the Archive icon associated with an individual group, as shown in Figure 8 above, to archive a particular group.

Sort Group

Click the Sort button to sort groups, as shown in Figure 8 above. A new page opens, as shown in Figure 11 below.

Figure 11: Individual Insight Questionnaire Sort Group Screen
Figure 11: Individual Insight Questionnaire Sort Group Screen

You can sort group-wise and question-wise for a particular group using the sort feature, as shown in Figure 11 above.

Weight

Click the Weight button on the questionnaire screen, as shown in Figure 6 above, and a new page opens, as shown in Figure 12 below.

Figure 12: Individual Insight Questionnaire Add Weight Screen
Figure 12: Individual Insight Questionnaire Add Weight Screen

You can change the weight value by clicking on the select drop-down menu, as shown in Figure 12 above.

NOTE: The sum of the weights for all questions must be 1.