Manage questionnaires

Users with the Add Questionnaires, Update Questionnaires, or Remove Questionnaires permission can add, edit, or delete questionnaires.

To add a new questionnaire:

1. Select Settings > Manage Questionnaires. The Manage Questionnaires page appears.

   

2. Click  +Add new questionnaire. A pop-up appears.

   

3. Do any of the following:
   a. Enter a Name.

   b. To inactivate a questionnaire, use the Active toggle.

   c. Select a question.

   d. If the question Is required?, select the checkbox.

4. To add additional questions, click +Add another question.

5. To remove a question from this questionnaire, click . The question is removed.

   Note: The question is not deleted from the system. You can still add it to another questionnaire.

6. Click Save.

To manage an existing questionnaire:

1. Select Settings > Manage Questionnaires. The Manage Questionnaires page appears.

2. Next to the questionnaire you want, do any of the following:

   To...	Then...
   Edit a questionnaire	a. Click . A pop-up appears. b. Make any desired changes. c. Click Save.
   Copy a questionnaire	a. Click . The "Add questionnaire" pop-up appears. b. Enter a new Name. c. Make any desired changes. d. Click Save.
   Delete a questionnaire	a. Click . A confirmation message appears. b. Click Yes, delete.