The Questionnaire module allows users with appropriate administrative privileges to create and add survey questions to a questionnaire. An approved Questionnaire form can be accessed from the Case Note module.
Users with Provider Setup administrative role will be able to access the Questionnaire module.
1. Click on the Create link next to the Questionnaire option from the Admin tab.
2. On the ‘Questionnaire’ page, enter the Name of the questionnaire and click on the Save button to save the Questionnaire.
3. To add questions to the questionnaire form, click on the Add Question button.
4. On the ‘Question’ page, enter the Title of your question. The Question Number field will be auto populated with a number in the order that you add your questions to the form. However you may change the ordering with your desired value number.
5. Select the Answer Type from the list based on the format of the question you want to create.
6. After you have entered necessary information, click on the Save button.
7. On the next page, you may use the Add Answer Option button to include answer options for the Question. You will be taken to the ‘Answer Option’ page where you can enter an option for a possible answer and set the ordering
8. In the ‘Answer Option page’, enter the Label of the option for a possible answer; the Option Number field will be auto populated. Click on the Save button to save the option.
On the next page, you may add more options according to your needs. You will also be able to edit the previously entered option(s) if needed.
9. The format in which the answer options will be displayed on the Questionnaire depends on the particular Answer Types that you selected. You may edit the entered answer option(s) and continue to add more if needed. Clicking the Back button will take you to the Questionnaire page.
10. Once you have prepared your questions and added answer options for them, click on the Approve button to approve the Questionnaire form.
Note: For an approved Questionnaire form, users will be able to Copy, Export or Discontinue it. They will not be able to edit approved questionnaires.