Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers can edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Access the Question Manager

To access Question Manager, click on the ‘Send to’ icon in the top right-hand corner of the screen, and then click ‘Open Admin’.

Once the Administrator tab has loaded, select ‘Question Manager’ from the left-hand panel.

For more on accessing the Question Manager, read this article here.

All About Sections

The questions within a Questionnaire are grouped by Sections. To add a new section to a Questionnaire, click on the blue ‘+’ icon in the bottom left corner of the screen and then select ‘Section’.

Next, enter the Section Name where the blue text reads ‘NEW SECTION’.

Click on the Settings ‘cog’ icon to expand the Section settings.

Section Settings

Reporting Alias

The reporting alias determines how the section will display in a report. By default, this will take the Section name (up to 100 characters)

Tasks Files and Links

Enabling each of these settings allows the user of the Questionnaire to create Tasks and add photos and links to the Questionnaire. The icons will appear at the top of the section.

When to Show

These settings control when the section will display in the Questionnaire. By default, the section will display in all stages.

The section can also display when specific ‘rules’ are met. First, the user must select whether ALL or ANY rules are matched for the section to display. Then, the user can set the criteria for the section based on answers to other questions in the Questionnaire.

The user can add as many rules as are required for the Questionnaire to function as intended.

Explanatory Text

Any text entered here will display underneath the section heading. If the explanatory text exceeds 200 characters, it will be replaced with an icon, which when selected will display the full text.

Repeatable

Sections can be repeated if there is a requirement to record multiple instances. For example, on an Incident Form, there may be a section for People Involved in the Incident. The number of people involved will vary from one Incident to another, therefore, a repeatable section allows the user to add the relevant details for as many people as is applicable to that Incident.

When the repeatable section is enabled, a button will appear at the bottom of the section, allowing the user to repeat the section questions.

Deleting a Section

A section can be deleted by clicking on the ‘bin’ icon on the right-hand side of the section title. Deleting a section will also delete any questions which are part of the section.