How to Customize the Questionnaires?

How to Customize the Questionnaires?

To customize the Questionnaires, 

Click "Admin"


Click "Customisation"



Click "Questionnaires"



Here you can manage your questionnaires. These are the questions you ask when onboarding a provider.:




To add a new questionnaire, click "Add Questionnaire"




Enter the questionnaire name and select a language




Click "Save"




Now you can start building your questionnaire. First add a section. Click "Add Section"





Enter a name for the section and decide if you want the section to private to your company:




Click "Add" when you are done




Now add a question by clicking "Add Question"




Type the question and select it's type



There are 4 types of questions:

  • Input: Text area to write the answer;
  • Template: Upload a template, so the user can fill the template and attach to the demand;
  • Yes/No
  • Upload: The user need to upload a document to the demand. 

    • Click "Add", when you are done




    The question is added to the questionnaire




    To edit a question, click on the three dots on the right side of the question:




    Click "Edit"




    Modify the question




    Click "Update"




    To delete a question, click "Delete"




    Click "Delete" again




    The question is removed




    To edit a section, click on the three dots on the right side of the section:




    Click "Edit"





    Modify the section name:




    When you are done, click "Update"




    To delete a section, click "Delete"




    Click "Delete", again





    The section is deleted.




    Back to the list of Questionnaires, if you want to edit the name/language of it, click the three dots in the action column on the right side of the questionnaire



    Click "Edit"




    Change the information you want




    Click "Update"


    If you wan to duplicate a questionnaire, click "Copy"




    A New Questionnaire is created with a " _copy" sufix




    To delete a questionnaire, click "Delete"




    Click "Yes"



    The Questionnaire is removed.

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