Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers will be able to 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.

Questions

Once a section has been added to the Questionnaire, a line will automatically display for the user to enter a question. To find out more about adding sections, read this article here. 

The user can type the question into the box or paste the text from an external source using the keyboard shortcut ‘Ctrl + V’.

Questionnaire Settings

Anonymous Access

Users without an Ideagen Healthcare Guardian login can access and complete a Questionnaire when this is enabled. This can be used for scenarios where the Questionnaire is to be completed by someone outside of the organisation (e.g., FFT Questionnaire). The questionnaire can be accessed via a URL link or a QR code.

Period Data

If you need to track the compliance of a Questionnaire (e.g., an Audit/Survey) over time, the ‘Period Data’ option will need to be enabled.

When selected, the user will be able to select a date against which the Questionnaire data will be stored. By default, this is the date the Questionnaire is submitted; however, if the Questionnaire contains a question where the answer requires a date, this can be used as a period date for the data.

For example, some Questionnaires may be completed on paper, and then the data entered into the system at a later stage. If the Questionnaire contains a question  ‘Date Completed’, this can be used to store the results against the answer given in the question.

Create Object

If the Questionnaire is not used for periodic data capture, it can create an object within the Ideagen Healthcare Guardian model. For example, when submitted, the ‘Incident’ form will prompt the creation of a new ‘Incident’ object in the Ideagen Healthcare Guardian model.

The user can select from the dropdown box the type of object that will be created.

Question Settings

The following settings function in the same way for questions as they do in sections:

• Reporting Alias
• When to Show
• Explanatory Text
• Repeatable

System

Questions can be marked as ‘system’ questions by clicking on the box to the right of the question text. A ‘system’ question INSERT WHAT A SYSTEM QUESTION DOES HERE.

Required

Marking a question as ‘Required’ means that it becomes mandatory; the questionnaire cannot pass through to the next stage unless an answer to the question is given. The required status of a question is only applicable when it is displayed in the Questionnaire.

For example, a Questionnaire may have a series of conditional questions, which only display if the user answers previous questions in a certain way. In this instance, the conditional questions can be made ‘required’, but the user will only be prevented from completing the Questionnaire if the required questions are displayed.

Compliance

If compliance has been enabled for the Questionnaire overall, the user will be able to indicate which questions are to be used when calculating the compliance. The user must select the ‘Compliance’ tick box against each relevant question.

Once enabled, the user can configure the individual compliance settings for the question.

If a non-compliant answer to a question should result in an overall compliance failure for the Questionnaire, the user should tick the ‘Is this question a complete compliance failure override?’

The ‘Value needed to pass’ allows the user to select the ‘compliant’ answer.

Please note that compliance can only be measured on questions that are answered with an option, which includes the following:

• Yes or No
• Yes or No or N/A
• One answer from a list
• More than one answer from a list

Lock Question

This option allows the user to display a question but lock down the answer once it has been entered, so it cannot be amended.

This can be used in situations where the Questionnaire is passing through a number of different stages, and there is a risk of the initial answer being amended erroneously at a later stage.

Questions can also be locked when the Questionnaire sits in a particular stage.

Move To

This allows the user to move a question between sections. Questions can be manually moved between sections by ‘drag and drop’; however, if the Questionnaire has many different sections, it may be more efficient for the user to use this feature to rearrange the questions.

Question Type

This setting determines what sort of answer is required to the question. The most used types are detailed below. Depending on the type selected, the user may also be able to determine a default value.
• Yes or No
• Yes or No or n/a
• One answer from a list
• More than one answer from a list
• One line of text (100 character limit)
• More than one line of text
• Date
• Employee (links through to the list of Ideagen Healthcare Guardian user accounts)
If you require details on other question types, please contact an Ideagen Healthcare Guardian Consultant or support@inphase.com.