The Questionnaire tab displays all questionnaires associated with the record and allows you to schedule questionnaires about that record; opening this tab will display the page shown below. This example is from a Project record.
To schedule a questionnaire about the record click on the field under Applicable Templates and start to type in the name of the questionnaire template; this will generate a list of questionnaires that are about the chosen record type. Select a questionnaire template and click 'Create', this will open the box shown below.
From here you will be able to schedule questionnaire assignments; for more information on this function see Scheduling Questionnaires.
Under Scheduled Assignments you can see all questionnaire types that have been assigned against the project; clicking on an assignment type will display a list of contacts who have been assigned a questionnaire, the status of this questionnaire, and the due date.
Under Assignments, you can see a full list of all assignments that have been scheduled against the record. The page is separated into four tabs: All, Assigned to me, Assigned by me, For me to review.
- All – This tab displays all questionnaires that you are linked to
- Assigned to me – This tab displays questionnaires that you are required to complete
- Assigned by me – This tab displays questionnaires that you scheduled
- For me to review – This tab displays questionnaires that you are required to review
The list of questionnaire assignments contains the following information:
- Template Name
- Status
- Assignee
- Reviewer
- Originator
- Due Date
- Requires Document
This view can be configured in a similar way to all other search pages, for more information on these functions see Search Pages.
If you have access to one of the questionnaire assignments here, either as an assignee or as a reviewer, you will be able to click on the link under Template Name and complete the questionnaire. For more information on this function, see Completing Questionnaires.
If a questionnaire requires a document you will be able to click on 'Yes' and view all documents associated with the questionnaire; an example is shown below.
From here you can see the question that the document is attached to along with its' associated answer, you will also be able to download the document by clicking on its name. Once you have reviewed the document you will have the option to approve or reject the item; if you click Reject you will be required to provide a reason for this choice. Once you have finished reviewing the document click Close to return to the questionnaire tab. For more information on this function, see Reviewing Questionnaires.
Search Questionnaire Assignments
To search for questionnaire assignments click the
button next to the column header. For example, if you wanted to search by Due Date you could click the button next to Due Date and then select the filter option.
For more information on this function see Filters.
Sort Questionnaires
You can also sort items by grouping them; to do this drag the column header that you wish to group by into the blue box above the columns. This will sort the questionnaires into groups defined by the column header; in the example shown below the questionnaire, assignments have been grouped by Status.
To change the order that the questionnaire assignments are displayed click the column header that you wish to organise. Clicking once will arrange them in alphabetical order defined by the information in that column. Clicking the column header for a second time will arrange the questionnaire assignments in reverse alphabetical order. Clicking the column header for the third time will return the questionnaire assignment to displaying in the original order.
Custom Filters
Custom Filters allow you to conduct a more detailed search of the questionnaire assignments; these are expandable & collapsible using the filter symbol
. For more information on this function see Custom Filters.