Set questionnaire properties

IT Manager Practice Admin

Questionnaires can be created for use with take-on, clients, contacts, staff, jobs and draft fees. A questionnaire can be used for more then one purpose. In addition, you can set who approves a questionnaire (if required) and whether the questionnaire is for a single user or whether it is recurring.

  1. Select Admin > Task Pad from the menu, then select Questionnaires from the System Maintenance section.

  2. Existing questions are listed on the Questionnaire Administration page. Select Edit Applies to Details from the Actions list.

  3. Any existing uses for the questionnaire are listed in the Applies to Details page. Click Edit Details next to an existing item or click New Applies To.

     

Set general properties

  1. From the Questionnaire Applies to dialog, select where the questionnaire will be used from the Applies To list, such as Take-On.

  2. If required, you can set this questionnaire to only be available if a certain condition is made (advanced users only). Select alCondition, then enter the SQL statement that returns a value of 1 if the conditions is met in the Condition field. Click Build. Please contact Support for further assistance if required.

  3. Select an option from the Mandatory list to determine whether the questionnaire requires approval. The options available will depend on what has been selected in the Applies To list.

    • If Time Limited has been selected from the Mandatory list, enter the number of days that the approval group has to approve the questionnaire.

    • If the questionnaire requires approval, select the Approval Levels from the list (these are defined on the Approval tab).
  4. Click Save.

Set whether the questionnaire is recurring

By default, the questionnaire is set for single use, i.e. it needs to be complete just once. You can also set the questionnaire to be used on a recurring basis, such as every quarter.

  1. From the Questionnaire Applies To dialog, select the Recurring tab, then select the Recurring checkbox.

  2. Use the Recurring Interval field and Recurring Period list to determine the frequency that the questionnaire will recur, such as every 3 months.

  3. Select whether the recurring questionnaire is mandatory from the Recurring Mandatory list. If Time Limited is selected, enter the number of Recurring Mandatory Days.

  4. Click Save.

Select questionnaire approval groups

The Approval tab is used to define which groups can approve this questionnaire (if an Approval Level was set on the General tab).

  1. Select the Approval tab. You can edit or delete an existing approval by selecting the required option from the Actions List. Click Add Approval.

  2. From the Create a New Approval dialog, enter an Approval Title.

  3. Select the Approval Level from the list - this is matched to the Approval Level selected on the General tab.

  4. Select the required permission group from the Approval Group list. See Create permission groups if required. Members of the selected group will be able to approve the questionnaire.

  5. You can enter an email address to notify that the questionnaire has been submitted in the Email on Submit field. If any default email wording has been previous set up, select the Default Wording Type and Default Wording from the list. See Maintain email wording.

  6. Click Save.