Questionnaire - Use case

Last modified on 2022/08/17 10:39
Contents

  To help you set up this use case, you can download the sample file.  Open url.png See List of files to download

This use case shows how all types of questions can be implemented using a questionnaire designed for the customers of an insurance company.

          Use case questionnaire.png

List of questions

          Use case questionnaire - Conception.png

Code Description Type Notes
1 Please fill in the following fields Comment
  • No answer is expected. This question should not be mandatory.
  • The question will automatically be displayed alone in the row.
Horizontal Line Comment
  • Create a Comment question whose description is a series of dashes -- or underscores __. or
  • Select a System question.
2 Regulation consultation URL
  • This is a link.
  • In the Question Editor, specify the file location in the Value field.
  • The file should be located in a folder that is accessible to all users.

    example Service Manager Resources folder
3 Date of incident's occurrence Date
  • Mandatory field.
  • The current date is proposed by default.
  • Once the date is entered, a control is run to check that it is earlier than or equal to the current date and time.
  • To propose the current date as the default value, proceed as follows in the Question Editor:
    • Select the Dynamic (SQL) option in the Contents field
    • Specify Field = {* RTZConvert(GETUTCDATE()) *} in the wizard.
  • To check the validity of the date, create a constraint based on a comparison with the @now dynamic value:
    • Click Assign the dynamic values.
    • Select @now to evaluate the current date and time.
    • Click No constraint icon.png.
    • Create the rule below:
      • Option field: Select Compared to a Dynamic Value
      • Condition/Value field: Select <= ; @now
      • Enter the mandatory error message which is displayed if the date constraint is not met: The date cannot be later than the current date.
  • The answer is stored in a field in the SD_REQUEST table. To specify the target of the answer:
    • Click No target icon.png.
    • Click the Target typed result field.
    • Select EXPECTED_START_DATE_UT.
4 Type of incident List
  • In the Question Editor:
    • Display Item Label field: Select True
    • Index / Description table: Click Plus icon.png four times to create four possible answers: Accident; Damage; Theft; Other
5 If 'Other', please specify Memo
  • The question is displayed only when the answer to question 4, Type of incident is Other.
  • The question will automatically be displayed alone in the row.
  • In the Question Editor:
    • Value field: Enter a message for users: If 'Other' selected in previous question, please specify the nature of the incident.
  • To define this as a conditionally displayed question, create a condition:
    • Click No condition icon.png.
    • Create the rule below:
      • Question = Type of incident question
      • Condition = Operator Equal to, value Other
6 Is product/service under warranty? Radio button
  • In the Question Editor:
    • Index / Description table: Click Plus icon.png twice to create two possible answers: Yes; No.
7 Estimate of incurred loss (fill in '0' if no loss incurred) Decimal
  • Non-mandatory field.
  • In the Question Editor:
    • Default Value field: Enter 0.
8 Contact name and phone Text
  • Non-mandatory free text field.
9 Are there any reservations to the claim? Checkbox
  • No checkbox is selected by default.
  • In the Question Editor:
    • Value field: Select False.
10 Contract reference Integer
  • Mandatory field.
11 Select warranties Grid
  • Users must select one or more answers.
  • The table displaying the choice of answers will automatically occupy the entire row.
  • In the Question Editor:
    • Display Item Label: Select True.
    • Index / Description table: Click Plus icon.png four times to create four possible answers: A; B; C; D.
12 Appointment with expert made on Date
  • Once the date is specified, a control is run to check that the appointment date falls within 15 days following the current date.
  • Mandatory field.
  • To check the validity of the date, create a constrain based on a comparison with the @now dynamic value:
    • The @now value was used in question 4 and, as such, it is already associated with the questionnaire.
    • Click No constraint icon.png.
    • Create the rule below:
      • Option field: Select Difference between two dates (with Dynamic Value).
      • Condition/Value field:
        • Select Appointment with expert made on; @now; <= ; 15 days.
        • Enter the mandatory error message that will be displayed if the constraint is not met: The appointment date must be within 15 days from today.
13 Signature Signature
  • Field where users can insert their signature.
14 Estimated duration of repairs in hour(s):minute(s) Duration
  • The question is displayed only when the answer to question 4, Type of incident is Accident or Damage.
  • * To define this as a conditionally displayed question, create a condition:
    • Click No condition icon.png.
    • Create the rules below:
      • Rule 1:
        • Question = Type of incident question
        • Condition = Operator Equal to; value Accident
      • Rule 2:
        • Question = Type of incident question
        • Condition = Operator Equal to; value Damage
      • Each of the rules triggers the conditional display. You should therefore link them using the separator OR.
15 Attachments File Upload
  • Upload button used to attach documents automatically to the request that users can view in the Attachments tab of the request.
  • Only .pdf, .docx and .doc files are authorized.
  • The maximum file size is 10 MB per file.
  • To check the file type and file size when uploading, create a constraint:
    • Click No constraint icon.png.
    • Create the rules below:
      • Rule 1:
        • Option field: Select Allowed file types (separated by commas).
        • Condition/Value field: Enter pdf, doc, docx.
      • Rule 2:
        • Option field: Select Max File Size (Shorthand notation 1K, 1M).
        • Condition/Value field: Enter 10M.
      • Both rules must be complied with. You should therefore link them using the separator AND.
16 Specify authorizer SQL List
  • In the Question Editor:
    • Enter the SQL query that will return the list of employees.
    • Default Value field: Select Look Up SQL to specify by default the approval manager of the recipient.
17 Satisfaction survey Table Header
  • In the Question Editor:
    • Description table: Click Plus icon.png four times to create four possible answers: Very good; Good; Average; Poor.
    • These labels will be displayed in the satisfaction survey header.
18 Effectiveness of our agent Radio button
  • In the Question Editor:
    • Index / Description table: Click Plus icon.png four times to create four radio buttons as possible answers to the Effectiveness of our agent question: Very good; Good; Average; Poor.
    • Display Item Label field: Select False to indicate that the answer will only display radio buttons o, without their labels.
  • Each radio button o is placed under the corresponding satisfaction survey header label.
19 Responsiveness of our agent Radio button
  • In the Question Editor:
    • Index / Description table: Click Plus icon.png four times to create four radio buttons as possible answers to the Responsiveness of our agent question: Very good; Good; Average; Poor
    • Display Item Label: Select False to indicate that the answer will only display radio buttons o, without their labels.
  • Each radio button o is placed under the corresponding satisfaction survey header label.

Procedure: How to create a questionnaire

     Open url.png See the detailed procedure.

List of files to download

Note: Select Administration > Import / Export > Import in the menu to import the Example file to Service Manager.

Tags:
Powered by XWiki © EasyVista 2022