Editing a questionnaire template

After you create a questionnaire template, you can edit it to add sections, subsections, and questions.

For more information about creating a questionnaire, see Creating a questionnaire template object.

Anyone who can access a questionnaire template can also edit it.

Note: You can change a questionnaire template until it is launched with a program and sent to respondents. After that point, the system locks it and only users with appropriate credentials can unlock it, edit the questionnaire template, and lock it again. The changes take effect immediately.

Before you begin

Plan the questionnaire template content and decide what method to use for scoring. For more information, see Questionnaire template scores and scoring methods.

About this task

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.
Note: If you upgraded from a previous version of IBM OpenPages®, remove all references to the AuthQuest field from all profiles. This field can cause confusion because it directs users to a previous version of the Questionnaire Template authoring UI.

Procedure

  1. Optional: Click Introduction in the left panel.
    Edit the introduction that the respondents see when they receive the questionnaire.
    • You can edit the Title and Description of the questionnaire template that you entered when you created the questionnaire template object.

      The maximum number of characters that are allowed for the Title field is 4000.

      The maximum number of characters allowed for the Description field is 2048.

    • If you want to use a logo for all questionnaire templates, copy the .png file to <OP_HOME>/wlp-usr/shared/apps/op-apps.ear/taskui.war/ images/questionnaire and enter the name of the .png file in the Custom logo box.

      The image for the logo should be no bigger than 350 x 200 pixels.

    If you want to edit the Disclaimer, modify the application text questionnaire.intro.label.informationDetails. The maximum number of characters that are allowed for the Disclaimer field is 4000. For more information about modifying application text, see Modifying application text.

  2. Create the sections and subsections. For more information, see Adding sections and subsections to a questionnaire template.
  3. Write the questions. For more information, see Adding questions to a questionnaire template.
  4. Review the questionnaire template and edit it as necessary.
    If you want to change the Titles, Auto numbering, and Weight and score settings that you specified when you created the template, click Format settings in the left panel.

What to do next

The next step is to launch the questionnaire template with a program. For more information, see Launching a program.