11.1 Add, Edit, Reorder & Delete A Question

Add A Question

From the ‘Manage Surveys / <Survey Name>, then section header screen, then items list for that section, click the ‘start typing a question name’ box and enter a survey question. Click the ‘Add’ Button or click enter on your keyboard. The question sidebar appears. N.B. a question name must contain three or more characters.

 

Underneath the heading ‘ADD/EDIT QUESTION’:

  • Description – click on the white box under ‘Description’ to optionally enter text to put the question in some context and/or provide additional guidance.
  • Images – click on the up arrow to optionally include one or more images to put the question in some context and/or provide additional guidance.
  • Tags – click on the white box under ‘Tags’ to optionally enter one or more short descriptive terms that will appear with the question.
  • Notes allowed – Clicking ‘yes’ means that the question response can be augmented with text and one or more photos. Clicking ‘no’ means that the question response cannot be augmented. A choice must be entered, otherwise, the question cannot be saved.
  • Answer Requirements – A question can be set as ‘Optional,’ ‘Recommended’ or ‘Required.’ A choice must be entered, otherwise the question cannot be saved. If required, the question will be labelled in the surveyor view. N.B. A job can still be submitted with required questions that have no responses.

 

Underneath the heading ‘Question Type’ there are three tabs. Each tab relates to a specific question type.

 

To create a ‘Free’ question type, click the tab marked ‘Free’. Click a question style:

  • The respondent can capture a free text response. The single-line box is ideal for short responses.
  • Multiline Text. The respondent can capture a free text response. The multi-line text box is ideal for longer responses.
  • Image Upload. The respondent can (1) take a photo with a mobile device (2) browse device folders for a photo (3) select a photo from a mobile device photo gallery.
  • Coming Soon – Video Upload. The respondent can take a single video clip via a mobile device. Video resolution is set at 720p. Each clip has a maximum duration of 16 seconds.
  • The respondent can interact with a simple yes / no choice.
  • The respondent can capture a signature.
  • Yes/No. The respondent can interact with a simple no / yes toggle. Please note that only ‘yes’ is considered a response if a question is set to ‘Required.’
  • The respondent can capture an integer.
  • The respondent can capture a number, decimal point, and decimal fraction.

 

Click ‘Save’ once you have finished configuring the question. If not read on.

 

To create a ‘choice’ question type, click the tab marked ‘Choice’.

  • Click on a single choice question (where the respondent can select a single response from a set of answers) or a multiple-choice question (where the respondent can select one or more responses from a set of answers). An options box will appear. Click on the options box and type the text of the first option. Click enter on your keyboard. The option appears on the screen. Repeat as many types as necessary. To delete an option, click on the x next to it. N.B. There is no click and drag on choices.
  • Click on the Red/Amber / Green question style. The respondent can select a ‘red,’ ‘amber’ or ‘green’ answer response. If you need a response other than red, amber, or green consider using a single choice question.

 

Click ‘Save’ once you have finished configuring the question. If not read on.

To create a ‘range’ question type, click the tab marked ‘Range’.

A range question is used when an individual needs to provide an answer within a proscribed range of a minimum, a maximum and by using set increments. Range questions include:

  • The respondent can drag a sliding ball across a scale and as they do so a value will appear. Value increments are always set at 1. The value minimum and maximum must be defined during question creation.
  • The respondent can drag a ball across a graduated scale and as they do so a value will appear. The minimum, maximum and increment values must be defined during question creation.
  • Star Rating. The respondent can make a response via a star scale. Value increments are always set at 1. The minimum and maximum values must be defined during question creation.

 

All range questions have minimum, maximum and Increment fields. Where these can be modified click on the field and type an answer.

Edit A Question

Click on an item or click on the pen icon to the right of a question. The question configuration options will appear. Follow the ‘How to create a question’ guidance.

Click ‘Save’ once you have finished configuring the question.

 

Delete questions

Click the bin icon to the right of a question.

Reorder questions

Click and drag the six dots to the left of a question and move the question to a new position in the question list.