Questionnaire templates are divided into sections, each containing one or more questions. You can't add a question unless at least one section is present.

  1. From the top menu, select Administration > Questionnaires.
  2. Click the Templates tab.
  3. Select one of these options:
    • Click Create.
    • Click the template entry.
  4. In the Name field, enter the name.
  5. From the Category drop-down menu, select the category.
  6. (Optional) From the Project Type drop-down menu, select one or more project types.
    If a Workbench project belongs to a selected project type, this questionnaire template is available for assignment within the project in the Workbench module.
  7. Perform any of these tasks:
    Add a section
    1. Click Add Section.
    2. (Optional) Modify the section name.
    Add a question
    1. Drag and drop an entry from the Question Types list into a section.
    2. In the Question field, enter the question.
    3. (Optional) In the Tooltip field, add a description or any information that the assignee might need to complete the question.
    4. To require assignees to complete and answer, select the Is Answer Required button.
    5. For answers that require a selection, such as checkboxes, click the +, then enter the answer. Add as many answers as required.
    6. Click Add.
    Modify a question
    1. Locate the question entry and click the edit icon (  ).
    2. Update the question as needed.
    3. Click Done.
    Move a section or questionDrag and drop the entry from one location to another.
    Delete a section or questionClick the delete icon (  ).
  8. Click Save.