Answer questionnaires
As soon as questionnaires are generated and the start date of the survey period is reached, the interviewee roles responsible can view the questionnaires in My tasks.
You can
hand over or
delegate objects to another role.
Prerequisite
You have the Interviewee role.
Open the list of questionnaires.
Click
Home > My tasks. Your tasks are displayed. Initially, tasks with the Open status are displayed.Filter the list with the Questionnaire object type.
Check the due date. To do so, sort the list in
ascending or
descending order by clicking the column header.To gain a better overview, you can filter the list using various criteria. Click
Show extended filter to display additional filter options and the filter attributes.
Answer the questions.
Click the name of the relevant questionnaire. The Questionnaire > Task form is displayed. Click Information to obtain further information, such as the survey period.
Click Questions to display the questions from this questionnaire.
Click
Show/Hide questionnaire tree to display the questionnaire structure with sections and subsections or to hide it again. To display the questions of a section, click the relevant section in the questionnaire tree. The questions assigned to the selected section are then displayed. To obtain more space for the questions, click a section in the questionnaire structure and then hide the questionnaire tree. To select another section, show the questionnaire tree again.Answer the questions. Mandatory questions are indicated by a
red asterisk in the questionnaire.If your current answers differ not or differ only slightly from the answers of a previous questionnaire, click
Copy values from previous questionnaire to save time. If required, make changes to the transferred answers.
Save your entries and select the status.
Click
Save. Your entries are saved. The status is automatically set to In progress. If you want to continue later, keep this status.If you answered all the questions and want to finish editing the questionnaire, select the status Completed. If you cannot complete the questionnaire, select the status Not answerable.
Use the status buttons Completed or Not answerable to select another status.
If you changed the status, save your entries again (
).
Your entries are saved. If you saved the status Completed or Not answerable, you can no longer edit the questionnaire. The questionnaire is then displayed to the survey reviewer for review in My tasks. The users responsible are notified automatically by e-mail.
If questionnaires are not completed within the specified survey period, they are automatically closed and are given the status Not completed. The survey manager and survey reviewer are authorized to change the end date.
Next step: Review questionnaires