Create a New Questionnaire

Note: While creating a questionnaire, click Save Draft periodically to save it as a draft without activating it. Questionnaires cannot be assigned unless they have been activated.

To create a new questionnaire

1. Click Content > Questionnaires.

   The Questionnaires page lists all the questionnaires you have created.

2. On the Questionnaires page, click New Questionnaire.
3. Specify information about the questionnaire.
   1. Click the Info tab.
   2. Enter information in the fields as described below:

      Field	Description
      Name	Enter a unique name for the questionnaire. This is a required field.
      ID	Displays the questionnaire ID. This value cannot be modified.
      Title	Enter the title you want to display in the learning plan. This is a required field.
      Questionnaire Number	If you use a numbering system to catalog your questionnaires, enter the questionnaire number.
      Version	Displays the version number of the questionnaire. When you first create a questionnaire, it is automatically assigned version 1. Each time you edit and save the questionnaire, the version increments automatically (version 2, version 3, and so on). Versioning helps track the historical records of users who have taken this questionnaire. When you run a report, you can see which users took which version of the questionnaire.
      Author	Enter the name of the author or owner of the questionnaire content.
      Reviewer Email	Enter the email address of the person who will review user responses to the questionnaire.
      Created On	Displays the date the questionnaire was created. This value cannot be modified.
      CEU	Specify Continuing Education Units (CEUs) that may be earned for completion of this questionnaire.
      Cost	If you track cost, enter the cost for the user to complete the questionnaire. Cost is shown on the Training Status report.
      Estimated Duration	Enter the estimated time to complete this questionnaire.
      Library	Select the questionnaire category from the drop-down list (for example, Human Resources or Food Safety).
      Delivery Method	Displays how the questionnaire is delivered to the user. This value is Web-based Training and cannot be modified.
      Objectives	Enter the objectives for the questionnaire.
      Description	Enter a brief description of the questionnaire.
      Intended Audience	Enter the target audience for the questionnaire.
      Primary Drivers	Enter all regulatory drivers related to this questionnaire.
      Client Drivers	Enter any procedures or policies that relate to this questionnaire.
      Related Drivers	Enter all related procedures or policies related to this questionnaire.
      Exemption	By default, exemptions are allowed. If you select Disallow Exemptions, exemptions cannot be assigned for this questionnaire for any reason.
      Equivalency	By default, equivalencies are allowed. If you select Disallow Equivalencies, equivalencies cannot be assigned for this questionnaire for any reason.
      Policy Explanation	Enter the text to display to the user before they begin taking the questionnaire.
      Policy Document	Identifies the policy for the user to review that is associated with the questionnaire. Either enter the URL to the policy or click the link to upload the document. You can only upload PDF files less than 10 MB.
      Standard Completion Message	Enter the text to display to the user after he has submitted his questionnaire responses.
      Variant Completion Message	Enter the text to display to the user if he has submitted any variant responses. This completion message will display instead of the standard completion message.

   3. Click Save Draft.
4. Add questions and answers to the questionnaire.
   1. Click the Questions tab.
   2. To add a question, click the icon.
   3. Click the Click here to edit this question link.
   4. In the Question {N} Properties dialog box, specify the following information:
      • Number: If you have multiple questions, use this property to reorganize the order of the questions.
      • Response: Select whether or not the response is Required or Optional. By default, every question is required.
      • Response Type: Select the method for responding to the question, either Checkbox (user can select multiple choices from a list), Multiple Choice (user can select only one response from a list), or Text Response (user can write his own response).
      • Max Checks (Optional): If using the Checkbox response type, enter the maximum number of choices the user can select.
      • Question: Enter the question text.
   5. Click Apply. The question displays on the Questions tab.
   6. Click Add Answer.
   7. Click the Click here to edit this answer link.

      The Question {N}, Answer {N} Properties dialog box displays.

      • Number: Use this property to reorganize the display order of the answers.
      • Notify Reviewer: Enables you to determine if this response is a variant response. Select No if this response is standard (no email notification is sent). Select Yes if this response is non-standard (an email notification will be sent to the reviewer).
      • Answer Options: Specify further actions to take when the question is answered, either None (no further actions required), Create a series of follow-up questions (more questions will need to be answered), or Request further explanation (
      • Answer: Enter the text for the answer to the question.
   8. Click Apply.

      The answer displays below the question on the Questions tab.

   9. If applicable, click the icon to add a follow-up question.
   10. To add more answers, click Add Answer and repeat steps 7 through 9.
   11. To add more questions, click the icon either above or below the current question, depending on how you want to order the questions.
   12. Click Save Draft.
5. Specify how the questionnaire will look when printed.
   1. Click the Print Options tab.
      • To add a page break before or after a question, click the corresponding Click to Force Page Break button. You may want to do this, for example, if a question prints on a separate page than the answers.
      • For questions with text responses, click the icon to add an additional line for text or click the icon to remove a line.  
   2. Click Save Draft.
6. Click Save & Activate. The questionnaire displays in the list on the Questionnaires page and is ready to be assigned.