Page Contents

Overview

With ZenGR, your organization can create customized questionnaires that suit your business needs. The flexible interface allows for the following:

Build conditional questions that only display when certain options are selected.
Update, delete, duplicate or reorganize any questionnaire item.
Set up weighting to determine risk thresholds of responses.
NOTE

If your questionnaire is extremely long, consider using templates and importing the questions. For additional information, please see Using Questionnaire Import Templates.

Accessing Questionnaires

To access existing questionnaires or to create a new one, complete the following:

Click Questionnaires | Questionnaire Templates.

Creating or Altering a Questionnaire

To create a new questionnaire or alter an existing one, complete the following steps:

Access the Questionnaire Templates home page and click Actions | New Questionnaire Template to create a new survey.

Alternatively, If updating an existing template, click the linked Title of a questionnaire to edit the questionnaire.
In the top text box, enter or adjust the questionnaire's name.
Determine whether it's weighted or not by clicking the toggle under Weighted, which displays in the right-hand panel.
A weighted questionnaire also needs numbers entered in the Mid Risk Threshold, High Risk Threshold, Min score and Max score. These can be added after questionnaire set up is complete. To understand how to weight a questionnaire, please see Questionnaire Weighting.
Click Add question.
Select the Question type from the dropdown. For information on ways to format questions, please see Question Types.
Add the question in the Question title. This displays in the left panel, and is the question recipients see.
If additional information is necessary, enter text in the Explain the question text box. This text displays under the question in a different font size.
To require an answer, select the check box beside Question is mandatory. This does not allow the recipient to submit the questionnaire without responding to the question.
If the question has check boxes or radio buttons, at least one answer option is required. Under Options, the Option title box will remain red until a selection title is added.
Alternatively, click the icon to the right of the Option title to delete.
To continue adding options, click Add another option.
If any questions or options need to be reordered, click the grid beside the option or question. Then drag and drop into the new order.
To place the question on a different page, select the dropdown under Page and select the new page.
In addition to the display of all existing pages in the questionnaire, this dropdown allows you to select New page, which adds another page to the end of the questionnaire.

Question Types

Check Boxes - Allows for multiple selections.
Additional Text - Informational text that does not allow for an answer.
Date - A date selector that displays a calendar.
Datetime - A calendar along with the time stamp.
E-mail - A text box that requires the e-mail address to be entered in the proper format.
File Upload - Allows the upload of documents.
Radio Buttons - Multiple choice answers, where only one answer can be selected.
Rich Text - Large text box with rich text abilities.
Text Field - A smaller text box for short answers.
URL - A text box that requires the website or link to be entered in the proper format.

Questions, Sub Questions and Conditional Questions

Standard questions can consist of any question type, and they can have sub questions, which also consist of any question type.

In addition, questions and sub questions can be conditional questions, which mean they only display based on an answer for predetermined questions. Because of this, conditional questions are only based on multiple-choice questions, such as check boxes and radio buttons.

Creating Conditional Questions

To set up a conditional question, complete the following steps:

Create the question on which the conditional question will be based. Make sure to select either Check boxes or Radio buttons in the Question type dropdown.
Click Add question to add the conditional question.
Select any question type, add a title, and select Conditionally under Visible.

TIP

In the below screenshot, Q2 is the conditional question displayed in the right panel where the Conditionally button is clicked. Continue with these instructions to see how to prompt its display depending on the answer to Q1.
Selecting Conditionally displays a dropdown to choose the question-and-answer combination that prompts the question to display.
Click the dropdown beside Question to display all multiple choice questions set up in the questionnaire, and select a question.
Click the dropdown beside Option to show all answers to the chosen question. Select an answer.
If the same question needs to display when a different answer is given or when another question is answered, click Add another condition and revisit the above steps.

Creating Sub Questions

Only multiple choice questions have subquestions enabled.

To create a subquestion, complete the following:

After setting up a question with check box or radio button answers, click Add subquestion below the option where the question should reside in the questionnaire.
The new question panel displays with all options for a standard or conditional question.

Color Indicators

The following instructions describe the color coding used in questionnaire creation.

Questions typically display on a white background and turn bluish-gray on hover.
When selected, the question is highlighted in the bluish-gray hover color.
A question highlighted in yellow has a conditional set up, meaning it only displays when a certain answer is selected for a particular question.
Select the yellow highlighted question, and click the dropdowns to view available question-and-answer options. When end users select the combination outlined in the red box below, the conditional question then displays.
There is no limit to conditional questions or sub questions tied to a particular item.
A question highlighted in pink indicates the question set up is either incomplete or incorrect.
Selecting a pink question turns the question bluish-gray. It then showcases the issue in red on the right-hand panel that needs addressing. In the image below, the conditional question and option have not been selected.

Saving, Copying, Previewing, Resetting

A questionnaire must be error free in order to save. If the Save button is grayed out, check through the questions to find the errors highlighted in pink.

To save a questionnaire, complete the following:

Click Save to the right of the questionnaire's name.

To copy a questionnaire, complete the following:

Click the down arrow beside the Save button.
Select Save as copy.

To preview a questionnaire, click Preview to the right of the questionnaire's name.

To reset a questionnaire back to the last save, click Reset to the right of the questionnaire's name.

NOTE

For the next step, please see Sending a Questionnaire.

Other Helpful Content

•  Access and User Assistance
•  System of Record List Views
•  Actions on the Details Page
•  Creating New Objects
•  Favorites
•  Quick Tips for End Users (Printable)
•  Searching the Left-Hand Navigation

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