Creating and Editing Product Questionnaires Paige Freeman April 29, 2024 12:55 Updated The Questionnaire Information screen allows you to define questions that will be presented during the order entry workflow. Questionnaires can be created for products within the MBR, MISC, MTG, DCD, INV, and SUB subsystems. To add a questionnaire to a product: From the Product Info tab, select Questionnaire.The Questionnaire Information screen displays. Click the edit pencil icon to enter Questionnaire information. Enter the Questionnaire Title. Set the Active toggle to "Yes" to enable the questionnaire. Click Save. To add questions to a questionnaire: From the Questionnaire Information screen, select New Question.The Add Question screen displays. From the Application Question field, search for and select the question you wish to add to the questionnaire.The questions returned in the search are defined on the Application Question Definition screen in the back office. The fields on the screen automatically populate based on the setup of the selected question. Select a Rate Structure. Enter a new Start/End Date, if necessary. Change the Question Text, if necessary. Select an Answer Validation, if necessary. Select a Defaulted Answer, if necessary. Select if the answer should be required. Click Save. Screen Elements Description Questionnaire Information Active Toggle. Indicates whether the questionnaire defined for the product is active. This checkbox MUST be checked in order for the questions to display on the web or in the back office. Questionnaire Title Text box. The title of the questionnaire. The title entered here displays after "Questionnaire for" on the questionnaire response screen. Questions Add Button. Click to add a new row to the Questions grid and the Questionnaire Chooser window displays from which you can select a question from the pool of questions. Delete Button. Click to remove the selected question from the Questions grid. Move Up Button. Click to move the selected question up in the display order. Move Down Button. Click to move the selected question down in the display order. Question Detail Application Question Search field. Search for and select the question code you wish to add to the product questionnaire. Rate Structure Drop-down. If you want to make this question available only to customers who qualify for a specific rate structure, you can select the rate structure. Please note that the drop-down only contains rate structures defined for this product; therefore, a customer that qualifies for a specific rate structure will NOT see special questions if the product does not include that rate structure. For example, if your organization identifies meeting speakers by rate structure, you can add a question to a meeting product that will prompt customers who qualify for the speaker rate structure to answer a specific question, such as travel plans or presentation requirements. Start / End Dates Drop-down. Used to identify the first and last days the question will display for a customer. Subsystem Read-only. The subsystem associated with the selected question. Category Read-only. Describes and categorizes the question. Values in the drop-down are populated based on the non-fixed codes defined for the "QUESTION_CATEGORY" system type. Questions will be grouped by question category (highlighted below) and then displayed by sort order. Question Text Text field. The question text defined for the question. If necessary, the question text can be modified from what was originally defined. When a customer answers a question, this text will be saved with the customer's response. Therefore, if the question text is edited in the future, the original text will display for reporting purposes. Answer Validation Answer Type Read-only. The type of answer to the question. Values include CHECKBOX, DATE, DROP_DOWN, RADIO_BUTTON, and TEXT_BOX. Values in the drop-down are populated based on the fixed codes defined for the APP "QUESTION_ANSWER_TYPE" system type. Answer Validation Drop-down. The options that display based on the selected answer type. This field is only enabled if CHECKBOX, DROP_DOWN, or RADIO_BUTTON is selected as the answer type. Values in the drop-down are populated based on the non-fixed codes defined for the "QUESTION_ANSWER" system type. Default Answer Drop-down. The default answer to appear on the questionnaire (optional). Answer Required Toggle. Indicates that the question must be answered before proceeding to the next.