Questionnaires

Enhancements to questionnaire functionality are included in this version of IBM OpenPages®.

Copy answers, comments, and attachments from a previous assessment

Respondents can choose to copy answers, comments, and attachments from an existing questionnaire assessment to save time. For example, a respondent might want to copy answers if they receive an annual questionnaire and some of their answers from last year are still the same. OpenPages uses an internal ID to match the questions from last year's assessment with questions in the questionnaire you are completing. By matching the IDs, OpenPages ensures that answers, comments, and attachments are copied to the same or similar questions. Each time that the respondent copies answers from another questionnaire assessment, a comment is added to each question with a copied answer. As shown in Figure 2, the comment includes when an answer was copied and the name of the questionnaire assessment that it was copied from.

Respondents can override existing answers. If the Replace existing answers checkbox is selected, the copy answer functionality replaces any answers in the current questionnaire with the copied answers.

Figure 1. The Copy answers dialog box
The Copy answers dialog box where respondents can copy answers, comments, and attachments from a previous questionnaire.
Figure 2. A Questionnaire Assessment displaying the comment that shows an answer has been copied
A questionnaire assessment displaying the comment that shows an answer has been copied from another assessment.

Create an object based on scores in a questionnaire assessment

In IBM OpenPages 8.3, a new custom action on the Questionnaire Assessment Workflow allowed you to create an issue when the score for the response to a question doesn't meet a set threshold. A new property on the custom action can now be used to create any type of object provided that object type is a child of the asset type.

For example, your questionnaire contains the question Does your organization have a process in place to restrict the processing of Personal Data on your systems?. You want to generate a risk when the respondent selects No as the answer. The answer No is assigned a score of 1.
  1. Click Open Administration menu Administration menu > Solution Configuration > Workflows.
  2. Click Questionnaire Assessment Workflow.
  3. Select an action between two stages. For example, for a two stage questionnaire assessment, you can select the action Submit and Close between the Information Gathering stage and the Closed stage.

    The Action Properties panel appears.

  4. Expand the Validations and Operations section.
  5. Click New Operation.
  6. In the Operation field, select Custom action.
  7. Enter a Name.
  8. In the Class Name field, enter com.ibm.openpages.api.service.local.workflow.actions.QuestionnaireScoreAssessmentAction.
  9. Click Add Property.
  10. Enter the Name of the property, threshold, and a Value of 5.
  11. In the Properties panel, click Done.
  12. Click Add Property.
  13. Enter the Name of the property, objectType, and a Value of SOXRisk.

    The value of this property must be the system name and not the label of the object type. For example, the value specified in the example is SOXRisk and not Risk.

  14. In the Properties panel, click Done.

    The Operations panel displays both properties.

    The operations panel is shown. The Properties section shows the two properties: threshold and objectype.

  15. In the Operations panel, click Done and click Publish.

With the threshold set to 5 and the objectType set to SOXRisk, a risk is generated when a score for any answer is less than 5. The text of the question, the ID of the respondent, and the question answer appear in the description of the risk.