When you create a new section in a new template, it initially has no questions. Click Add Question (1) to the right of the section name to begin.
The Add Question screen appears.
Select a question type from the Select Question Type field. There are nine question types available:
After selecting the question type and entering the question text and description, go to the Choices, Comments and Attachments tab to specify the possible answer choices.
For Single Select, Yes/No, Multiple Select, or List Box question types, specify at least two custom choices. Click Add Choice to add more.
Each choice has an optional Risk field where you can set the default risk level the system should automatically assign when a respondent selects that choice. Options are: Unassigned, No Risk, Low, Low-Med, Medium, Med-High, and High.
To learn more about question risk and how to manually override it in individual assessments, see Reviewing Answers under Reviewing & Approving an Assessment.
You can reorder answer choices by clicking the drag icon to the left of a choice and dragging it to the desired position.
For Single Select and Multiple Select question types, use the radio buttons to choose whether answer choices display as a list or in a dropdown. The default setting is Auto — the system displays questions with five or fewer choices as a list, and questions with more than five choices as a dropdown.
When a question has a default response set, the survey pre-populates that question with the default answer when it is first accessed. If the respondent changes it, the updated answer is used. Default responses apply to the following scenarios:
For Single Select, Yes/No, and Multiple Select questions with many choices, you can organize choices into named groups. Click Add Answer Group to create a group.
Enter a name and optional description for the group, then click Save.
The system automatically creates an empty choice in the new group. You can also drag existing choices into it.
You can add as many groups as needed, drag choices between groups, reorder groups using the drag icon next to the group name, and leave some choices outside any group. To edit or delete a group, use its context menu. If you delete a group that contains choices, those choices are also deleted — drag them to another group or outside any group first to preserve them.
Use the Labels field to the left of an answer choice to assign one or more labels to that choice. When a respondent selects a labelled answer, the system automatically assigns that label to their assessment — making it easy to filter assessments by how a specific question was answered.
Click the Labels field and select from the dropdown, or use the Search field to find existing labels. Labels are saved when you save the question and the assigned label options are displayed below the question.
For Single Select, Yes/No, List Box, and Multiple Select question types, you can import answer choices from an existing Tag Group — a collection of custom field values that can be assigned to new assessments. See Creating Tag Groups under Adding Custom Fields for more information.
Click Import from Library to begin.
Choose how to apply the imported choices:
The Import from Library modal lists all custom Tag Groups configured in the system. Select the desired group to import its choices.
You can still edit the imported choices before saving.
In the Comments, Attachments column, check the checkbox next to each option to make comments and/or attachments mandatory for that question.
When set as mandatory, the survey respondent must add a comment or attachment after answering the question before they can proceed to the next section or complete the survey.