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.
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.
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.
If you want to add a questionnaires to the work order, first of all check the "Settings" and mark the checkbox for "Questionnaires" to appear in the form.
When "Questionnaires" field is added, you will be able to see all published and required questionnaires in the dropdown list. The list entries do not depend on the selected type: all published forms are visible.
Select one or more needed questionnaires and when all information is filled, click "Save" button. The application user will be able to see all questionnaires that belongs to the selected work order's type together with the questionnaires that were added to the work order directly.
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.