Multi-section Questionnaire


Multi-section questionnaires group sets of questions together in sections. These are used to:

  • Divide long questionnaires into several pages in order to make data entry easier, more legible and more comfortable for users.

    Example documentation icon EN.png  Define a questionnaire containing 70 questions spread over 3 pages instead of one long page with all 70 questions

  • Adapt the choice of answers to a question based on the answer to a previous question.

    Example documentation icon EN.png  Create the list of Support persons dynamically based on the group selected in the previous question

Examples

Multi-section questionnaire displayed over 2 pages:

  • Section 1: All questions in the main questionnaire, e.g. name, address, job, etc.
  • Section 2: All questions related to the satisfaction survey.
     

Create a choice of answers dynamically based on the answer to a previous question:

   1. Create the Group and Support Person questionnaire divided into 2 sections.

   2. Create section 1, Group: This contains a question (GROUP code) whose type is SQL List used to select a group from the existing ones.
See the query.

SELECT group_id,
       group_$lng,
       group_level
FROM   am_group

   3. Create section 2, Support Person: This contains a question (SUPPORT_PERSON code) whose type is SQL List used to select the Support person from those belonging to the group selected in the previous question.
See the query.

SELECT e.employee_id,
       last_name
FROM   am_employee e
      INNER JOIN am_emplgroup eg
              ON eg.employee_id = e.employee_id
WHERE  eg.group_id = Cast('#[QUESTION_CODE.GROUP]#' AS INTEGER)
ORDER  BY e.last_name

Notes

  • A given section can be associated with several multi-section questionnaires.
  • Each section can be displayed directly after the previous section or on a new page.
  • Questions whose contents depend on previous questions must be created in a section displayed directly after the previous section.
  • Answers are saved in the Product name - ev itsm.png database when users validate by moving on to the next page. They are kept even if users click [ CANCEL ] in one of the questionnaire pages.
  • A multi-section questionnaire can be exported. All sections and questions will automatically be exported.
Notes
  • You can create questions in advance in reference tables in the Operation or Transition menu, or directly in the current questionnaire.
  • A given question can be associated with one or more questionnaires but it cannot be included twice in the same questionnaire.
  • You define the properties of questions using the Manage Questions wizard.
  • A question can be displayed only when the questionnaire is opened in an Product name - ev sas.png app, or it can be permanently displayed regardless of whether it was run from an app or from an Product name - ev itsm.png screen.
  • Each step of the workflow can run a different questionnaire.
  • If the same questionnaire is used in different workflow steps, then by default the last answer to any given question will be displayed.
  • If a given question in the questionnaire has already been asked in a workflow step, then the last answer will be displayed instead of the default answer.
  • In workflows that manage incidents, questionnaires are displayed only when the action is completed, and never when a task is created, a transfer is defined, or when an action is put on hold or reopened.
  • Answers to questions:
    • They can be seen in the Questions/Responses tab of the Incident/Request/Action form.
    • Answers to questions are not logged. If a questionnaire is used in several workflow steps, the answers displayed in the tab are the ones the user last entered.
    • Depending on the type of answer, they can be stored in specific target fields in the SD_REQUEST table. They will then appear in the Incident/Request/Action form if these fields are visible.

Best Practice big icon.pngBest practice

        Open url.png See also Best practice - Questionnaires.

BestPractice
  • As dynamic values are calculated when the questionnaire is run, you should associate only those you want to use in questions.
  • If you want to create a new questionnaire that shares a common core of questions with an existing questionnaire, you should duplicate the existing one and save it with a new name. You can adapt the new questionnaire to your requirements.
  • To improve the rate of replies to optional questions in satisfaction surveys, spread the questions over several pages in the questionnaire. This reduces the number of quick answers limited to the first few questions of the survey.

Screens description

Section

   Questionnaire multi section - Section.png

Menu access:

  • Questionnaire for an incident/service request/problem: Operation > References > Questionnaires: Sections
  • Questionnaire for a change request/investment request: Transition >  References > Questionnaires: Sections
     

Description: Name of the section.

Title displayed on Wizard: Name displayed in the title bar of the questionnaire when the section is called.

List of tabs

Questions: List of questions associated with the section using the Manage Questions wizard.

Multi-section questionnaire

   Questionnaire multi section - Questionnaire.png

Menu access:

  • Questionnaire for an incident/service request/problem: Operation > References > Questionnaires: Multi-sections
  • Questionnaire for a change request/investment request: Transition > References > Questionnaires: Multi-sections
     

Description: Name of the questionnaire.

Title displayed on Wizard: Name displayed in the title bar of the questionnaire.

Multi-section Questionnaire: This box is automatically checked. It indicates that the current questionnaire is a multi-section questionnaire.

List of tabs

Sections: List of sections associated with the questionnaire using the Manage Questions wizard.

Questions: List of all questions used in the questionnaire. They are associated with each section using the Manage Questions wizard.

Overrides: List of categories related to incidents, requests or problems based on which a questionnaire may be replaced by another during a workflow or during a workflow step.

Procedures and Wizards

How to create a multi-section questionnaire

1. In the menu, select Operation > References > Questionnaires: Multi-sections or Transition > References > Questionnaires: Multi-sections.

2. Click Add icon.png and enter the description of the questionnaire and click [ FINISH ]. The form will open.

3. Select the Manage the sections wizard and click Plus icon.png to select each section to be added to the questionnaire.
         Wizard - Manage the sections.png

  • By default, the new section will appear on a new page. Unselect the New Page box if you want the contents of the new section to appear directly after the questions in the previous section. Open url.png See the example.
  • Sections are displayed to users in the order in which they appear in the questionnaire table. To move a section, click the Up arrow.png or Down arrow.png arrow next to each section.


4. Click Edit icon.png next to each section to define its contents. The Manage Questions wizard will appear.
         Manage the questions wizard.png
 

  • Click Plus icon.png and select each question to be added to the section.
    • Note: If you click [ CREATE A NEW QUESTION ], the new question will automatically be associated with this section. It will also be added to the reference tables and will be available for all sections in all questionnaires.
    • To delete a question from the section, click Minus icon.png. Note: Only the link will be deleted.

Best Practice icon.png To display a horizontal line separator, display the list of questions and sort them using the Type column. Next, go to the System type and select the Horizontal line separator question.

  • Questions are displayed to users in the order in which they appear in the section table. To move a question, click the Up arrow.png or Down arrow.png arrow next to each question.
     
  • Define the properties of each question. These properties will apply only to the current section.
    • If required, click [ ASSIGN THE DYNAMIC VALUES ] and select only the dynamic values you want to use for conditions and constraints in the section's questions.
       
    • To define a constraint for a question, click Constraint icon.png (existing constraint) or No constraint icon.png (no constraint). Open url.png See Manage data entry constraints and Different examples.
               Constraint editor.png
       
    • To define a condition for a question, click Condition icon.png (existing condition) or No condition icon.png (no condition). Open url.png See Manage display conditions.
               Condition editor.png
       

5. Click [ PREVIEW ] to check the layout of your questionnaire and then click [ SAVE ] to save it. The Sections and Questions tabs will be updated in the form.
 

6. You can now associate the new questionnaire with a workflow or with a workflow step using the graphic editor.

Note: You can replace the current questionnaire by another questionnaire when the workflow is triggered for a specific category in the incident catalog or service catalog.

  • Open the questionnaire and select the Overrides tab.
  • Click Add icon.png.
  • Select the questionnaire that will replace the current one and indicate the category where the override will apply.


7. If you want to modify the contents of questions in a questionnaire section subsequently:

  • Open the questionnaire and select the Sections tab.
  • Click Edit form icon.png next to the section you want.
  • Select the Manage Questions wizard and make the required modifications to the contents.

How to change a long questionnaire to a multi-section questionnaire

ProcedureChangeTypeQuestionnaire

1. Analyze your questionnaire to:

  • Decide how many pages it should be divided into.
  • Determine the questions to be placed at the start and end of each page.

Note: The display condition of a question based on a previous answer in an earlier page must be expressed again as an SQL condition. 

  • To save time and facilitate the expression of these SQL conditions, you should group, on the same page, questions whose answers determine the display of other questions and these conditional questions. 
  • If the questions cannot be grouped, edit the display conditions to change them to SQL.
    Open url.png  See the example of a query.
  • Note down the display order value of the first and last questions of each page. 

2. Duplicate the questionnaire as many times as required to create the pages in your questionnaire:

  • Check the Is a section box. 

3. Edit each of the questionnaire sections you just created and delete the questions now found in the other sections (pages).

Note: In large questionnaires, it may take some time to delete a question. You can delete questions quickly by running a query in the database:

  • Edit each of the questionnaire sections and take note of the identifier displayed in the URL to the right of the q2_id parameter:
             GetQuestionnaireID.PNG
  • Run the following query: Caution: You should test the query first in the sandbox environment because it involves the deletion of data.
    DELETE FROM sd_question_question_list
    WHERE  question_list_id = parameterValue
          AND ( display_order < firstQuestionOrderValue
          OR display_order > lastQuestionOrderValue );

4. Create the multi-section questionnaire and associate the questionnaire sections you previously created by specifying New page for each section.

5. Once you have duplicated existing questionnaires to divide them into sections, check that the display conditions of the original questionnaire do not refer to questions that have been moved to different pages. Open url.png See the query in the FAQ.

6. Replace the large questionnaire in your repository (workflows and questionnaire overrides).

Wizards

Section

Duplicate: Used to create a new section using a template. All questions will automatically be copied to the new section.

Manage Questions: Used to define the section contents by selecting questions and customizing them based on their context.   Open url.png See Screen description

  • If a question is being used in another question via a constraint or condition, it cannot be deleted. Its description, type and rank cannot be modified.

Delete: Used to delete the section.

Multi-section questionnaire

Duplicate: Used to create a new questionnaire using a template. All sections and all questions will automatically be copied to the new questionnaire.

Manage the sections: Used to define the sections in the questionnaire. Open url.png  See Screen description

Delete: Used to delete the questionnaire (Note: Only if it is not used in a workflow).

  • Incidents, requests or problems created before the questionnaire was deleted will retain their questions and associated answers.

Description of the Manage the sections wizard

       Wizard - Manage the sections.png

Add icon.png: Used to add a section selected from those in the reference table to the questionnaire. 

  • Click [ NEW SECTION ] to define a new one. It will automatically be added to the reference table and associated with this questionnaire.
  • You can add sections from another questionnaire.
  • You cannot include the same section more than once.
     

Delete icon.png : Used to remove the section from the current questionnaire.

  • The section will remain in the reference table, only the link with the questionnaire will be deleted.
  • If the section is being used in another questionnaire, it remains associated with it.
     

Edit icon.png: Used to define the questions in the section using the Manage Questions wizard.
 


New Page: Used to indicate whether the section should be displayed on a new questionnaire page (box is checked) or on the same page directly after the previous section (box is not checked). Note: The box is automatically checked for the first section of the questionnaire.

         Example documentation icon EN.png Create a questionnaire divided into two sections, section 1 = Group and section 2 = Support Person

Support Person section: New Page box is not checked

Section - New page off.png

Support Person section: New Page box is checked

Section - New page on.png

Group section

Content: Question for selecting a group from the existing ones

Note: The New Page box is automatically checked and cannot be modified

Section - New page off - Screen 1.png

Section - New page on - Screen 1.png

Support Person section

Content: Question for selecting the Support person from those belonging to the group selected in the previous question

Section - New page off - Screen 2.png

Section - New page on - Screen 2.png

Up arrow.png and Down arrow.png: Used to modify the order in which sections are displayed in the questionnaire table. Note: In the Sections tab, the display order is indicated in the Rank column.

Tags:
Last modified by Unknown User on 2017/04/03 10:24
Created by Administrator XWiki on 2017/03/31 19:52

Shortcuts

Recent Updates

Haven't been here in a while? Here's what changed recently:

-   Product name - ev itsm.png
-   Product name - ev sas.png

Interesting Content

Quick Call
SCCM Distribution
Actions
Reporting Tools
Purge of archives

Powered by XWiki ©, EasyVista 2017