Create a new questionnaire and set it as default

To create a questionnaire, you must follow these steps:

1. Access the Questionnaires section of the menu.

2. Click Add to generate a new questionnaire.

3. Indicate what name the questionnaire should have and click the Add button.

You will automatically see it generated in the list of questionnaires.

From the list you have the options to edit the questionnaire, export it to have a copy, make a duplicate or delete it.

4. To edit the questionnaire and add questions, click the Edit button.

From the Edit button, you will find different options:

a) Add tags, by clicking the Add button that you will find next to the Steps option.

b) Add questions, next to the Questions option:

• whether it is a new question:

• or a template question:

To generate new questions, type a name to identify it, select the question type and click the Add button.

You can add as many questions as you see fit and then edit, export, delete or sort them.

If you click the Edit button:

You can configure the question with a statement, answer options, etc.

5. Once you are finished, click the Save button.

And you will now have the questionnaire available to use.

The default Questionnaires are linked to the Contexts , and through this menu option you must indicate which Questionnaire you want to run by default in a given context.

1. Select the “Contexts” menu option

2. Select the Context where you want a given Questionnaire to appear by default.

3. Access the Edit button

4. Indicate in Questionnaire which of the existing Questionnaires you want to appear by default.

4. Save the change with the button on the right margin of the selected context.