Questionnaires in the list can be created, edited and then published by a web app user.
Only mobile app users can fill in the created questionnaires using the mobile app; administrators cannot fill them in using the web app.
Creating Questionnaires and Questions
If you want to create a new questionnaire form or checklist, click the "New questionnaire" button.
A new questionnaire can be assigned to a work order type (optional field in the form) and is displayed in the questionnaire tab in the App. The App will not let an employee finish the work order if required questionnaire has not been filled out.
Required checkbox indicates if the questionnaire is required for app user to fill.
Visible to the customer checkbox indicates if the questionnaire will be visible in the act of acceptance. If the checkbox is not marked, the questionnaire and its answers will not be displayed in PDF.
When you click the SAVE button you will be able to create questions with answer options.
In a new question window enter a name, select a type and enter answers. You may add more answers when you click the "Add answer" button.
Two answer types can be distinguished:
"Single option" - where an employee can tick just a single answer;
"Multiple option" - where an employee can tick multiple answers.
Each question may also have an "Entered answer" option where an employee answers the question in their own words.
If the checkbox is marked under the answer, there will be a visible text style change to distinguish those answers from simple type answers in questionnaire form preview and edit forms.
Have in mind that you can use a questionnaire as a list. You can create question where only one answer is provided.
You may view questionnaire questions in the questionnaire list when you right-click a given entry and click QUICK VIEW in the context menu.
Questionnaires export
You can easily export the questionnaires and their answers. It will help to collect the information on work order. Right click on the selected questionnaire and select “Export questionnaire answers”. The exported data file will be found in the messages inbox.
Note:
Published questionnaires can no longer be edited, however, they may be duplicated, updated, and archived.
An employee is able to see published questionnaires only.- When modifying a work order, only questionnaires in the Published state can be selected or attached.
How to add additional questionnaires to the work order
When work order's type does not match the particular criteria, you can add the questionnaires directly to the work order. Even if usually we assign questionnaires to the certain work order's type, there are situations where some questionnaires might be added without considering this.
To manually add a questionnaire to a work order, navigate to Settings (+ Create new >> Work order >> Settings) and enable the "Questionnaires" checkbox. Once this is enabled, you can proceed to select the necessary questionnaire from the dropdown in the questionnaire field.
When "Questionnaires" field is added, only Published and required questionnaires will appear in the dropdown list. The entries shown are not limited by work order type: all Published forms are available for selection.
Select one or more required questionnaires from the dropdown list and click the "Save" button. Both the questionnaires added directly to the work order and those assigned based on the work order type will be visible to the application user after saving.
Multiselect is allowed.
Questionnaire list field is optional and there is no requirement for selection if it is not needed.
Have in mind that the field is only editable when work order has a "Draft" status. If work order is in any other status, field is disabled and you will not be able to remove or change added questionnaires.This ensures that users cannot make unintended changes to questionnaires for orders already in progress or completed.
Questionnaires in work order's detailed view
You can see questionnaires in each work order's detailed view. You can download pictures one by one by clicking green download icon under the imagine. However you can also download all pictures at the same time if you use "Download all images" button.
When button is clicked, all images from questionnaires are downloaded in the zip file directly to your computer.
