Creating a new questionnaire

  1. Access the Questionnaires tool

    To access the Questionnaires tool, you need to log in and select the team that you want to work in. Then, click Questionnaires on the top left side of the screen. You are now viewing the questionnaires dashboard.

    Already created questionnaires are categorized according to their publication status (drafts, published, archived), as shown in the image below. Each questionnaire has its own 'card', which shows their public and internal (non-public) titles and a short profile text. When you want to edit an existing questionnaire, click the three dots on the upper right corner of the card (see arrow in the image below). From the drop-down menu that opens you can choose to:

    • Edit
    • Preview
    • Publish
    • Translate
    • Copy
    • Archive
    • Transfer
    • Delete
    • Download the results
    • Analyze the results 

    q_dashboard.png

  2. Start a new questionnaire

    To start your first questionnaire, click the New Questionnaire button on the right side of the screen.

  3. Questionnaire editor structure

    You are now in the questionnaire editor and can start drafting your survey. The questionnaire will consist of different question, content and programmatic elements. Click Add Element to access these elements. 

    f_quest_add_element_first_step.png

    The structure of the questionnaire editor can be seen below.

    • (1.) shows all the pages you have in your questionnaire and allows you to access its settings
    • (2.) is the questionnaire page draft 
    • (3.) contains the element library

    f_quest_element_library_demo.png

    Choose the content and question elements that you would like to use. You can arrange the order of elements by dragging and dropping. To add more pages, click Add page on the left. You can find more information on from Questionnaire elements.

  4. Edit elements

    To edit an element, click on it in the draft and an edit window will appear on the right. In the example below, a map point question is being edited. Element settings are divided into tabs:

    • Basic settings include the essentials.
    • Extra settings include more advanced style settings and other options that you can use to customize the content of the questionnaire.
    • Dataname contains settings related to the dataname.

    Remember, you can find detailed instructions on each setting and element by clicking the ? symbols.

    editing_element.png

  5. Questionnaire settings

    Finally, select the settings of your questionnaire; these are also divided into tabs. Settings include for example publication dates and times, questionnaire background style, and map choices. You can find more information about questionnaire settings here

    f_quest_settings_access.png

  6. Preview

    Preview your questionnaire by clicking Preview in the upper-right corner menu. To go back to editing, click Edit. Please note that all elements might not work as they will in the published version of the questionnaire. For example, answering map questions as a test is not possible in the preview mode. If you want, you can also skip this step and publish your questionnaire. You can then test all elements and functions, and return to edit the questionnaire. Further information about preview can be found here

    previewpublish.png

  7. Publish

    Once you are happy with your questionnaire, set the start and end dates in Settings and click Publish in the upper-right corner menu.  You will be asked twice whether you want to publish the questionnaire. You can still make changes to the questionnaire (except datanames and option identifiers) even after publication, just remember to always re-publish it so that the changes are activated. Further information can be found here

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.