Adding sections and subsections to a questionnaire template

Sections and subsections provide structure for a questionnaire template.

Before you begin

Create the questionnaire template and plan how the sections and subsections are organized and weighted for scoring. For more information, see Creating a questionnaire template object.

About this task

Use this task to add, edit, and delete sections and subsections on a questionnaire template.

To begin editing a questionnaire template, you must be on the Editor tab of the Questionnaire Template page. If you are not on the Questionnaire Template page already, do the following steps:

  1. Open the Primary menu and select Assessments > Questionnaire templates.
  2. Click the name of the questionnaire template that you want to edit.
  3. Click the Editor tab.

Procedure

  1. To add a section, click New section in the left panel.
    The New section dialog box is displayed.
  2. Enter a Title. This value is displayed in the questionnaire assessment.
  3. Enter the name of the first subsection in the Name first subsection field.
  4. Enter a Description. This value is displayed in the questionnaire assessment.
  5. If Weight and score is enabled in Format settings, you can enter a value 0 - 9999 in Weight. Enter 0 to exclude all the questions in the section from scoring. The weight is not displayed in the questionnaire assessment.
  6. Enter a Reference. This value is not displayed in the questionnaire assessment.
  7. Enter a Rationale. This value is not displayed in the questionnaire assessment.
  8. Click Create. The system creates the section, subsection, and a default question. The section is added to the end of the template. You can now add more subsections to it.
  9. To add a subsection, expand the section to which you want to add a subsection and click the + that appears following the last subsection in the section.
  10. Complete all the fields for the subsection. They are the same as for a section except for the requirement for a subsection name because subsections can contain questions only.
  11. Click Create. The system adds the subsection and a default question to the end of the section.
  12. Add more sections and subsections as required.
  13. The status bar in the left panel shows how many sections and questions are in the questionnaire template.
  14. To change the order of sections or subsections, click Move and reorder items in the navigation panel, drag the item that you want to move to its new location and click Save.
    You can shift a subsection up or down in the section or you can move it to another section.
  15. To edit a section or subsection, click the pencil icon to the right of the section or subsection name in the right panel, enter the changes, and click Done.
  16. To delete a section or subsection, click the trash can icon to the right of the section or subsection name in the right panel changes, and confirm the deletion when prompted.
    When you delete a section, the subsections and questions in it are deleted too. When you delete a subsection, the questions in it are deleted.
  17. To stop working on the questionnaire template, close the template tab.
    Your template is automatically saved.

What to do next

The next step is to add questions to the subsections. For more information, see Adding questions to a questionnaire template.