Questionnaire (Application Management)

To Manage All Questionnaires

When you press the link of Questionnaire Management in Settings menu, the list of questionnaires screen is displayed.
You can check progress and the deadline of questionnaires. In addition, you can complete and delete questionnaires.

• Complete questionnaires.
  Select questionnaires you want to complete and press this button to complete. You can select more than one questionnaire.
• Delete questionnaires.
  Select questionnaires you want to delete and press this button to delete. You can select more than one questionnaire.
• Display questionnaires that match the conditions. (Narrow down)
  Incomplete... Questionnaires being posted are displayed.
  Complete... Completed questionnaires are displayed.
  Waiting to be Sent... Queued questionnaires for sending are displayed.
  (All)... All questionnaires are displayed.
  * A questionnaire is complete when the owner or administrators complete the questionnaire, or all the recipients have sent a response.
• The list of questionnaires is displayed.
  When you press a link of the Title, the questionnaire details screen is displayed.
  * Progress can display numbers up to four digits. Five or more digit numbers are truncated with ellipses.

To Read or Download Questionnaire

When you press a link of Title, the questionnaire details screen is displayed.
You can download the responses data as a CSV file.

"Questionnaire Details" Tab


"Responses History" Tab

• Complete questionnaires.
• Delete questionnaires.
• Activate "Questionnaire Details" tab.
• Activate "Responses History" tab.
• The content of the questionnaire is displayed.
• Display responses that match the conditions. (Narrow down)
  (All)... All users are displayed.
  Responded... Users who have responded are displayed.
  Unresponded... Users who have not responded are displayed.
  
• The list of responses is displayed in a new window.
• You can download responses to a CSV file.
• The list of responses is displayed.
  When you press a link of the user name, the questionnaire which the user has responded is displayed.
  

To Setup Title/Form Settings

When you press the link of Application Management > Title/Form Settings in Settings menu, Title/Form Settings screen is displayed.
You can add, edit, and delete titles/forms which are used when creating questionnaires.

• Add a title/form.
• Change the display order of titles/forms you selected.
  Choose purpose items on the list and then press "Change Display Order" button to switch the screen mode to Change Display Order mode.
  In Change Display Order mode, choose the destination of the titles/forms. You can move more than one group at once.
  * Press and hold down the mouse button over the data you want to move and move the mouse and release the mouse button on desired place to change the display order.
  
• Delete titles/forms.
  Select titles/forms you want to delete and press this button to delete them. You can select more than one title/form.
• The list of titles/forms is displayed.
  When you press a link of the Title, Edit Title/Form screen is displayed.

To Add Title/Form

When you press "Title/Form" button in the list of titles/forms screen, Add Title/Form screen is displayed.

• Display the title/form being created in a preview screen.
• Set the status of title/form.
  If you change the status to "Complete", this title/form can be selected on the creation screen.
• Enter a title of the title/form.
• Controls are displayed.
  Hold down the mouse button over the grip of a control and move the mouse to the center space. When you release the mouse button, the control is placed.
  (For more information, please refer to  All Common Functions for All Screens > Form settings > To Add Control .)

Click "Update" button to save the changes.

- Preview Screen
When you press "Preview" button, you can see how the content being entered is displayed.

To Edit Title/Form

When you press a link of Title, Edit Title/Form screen is displayed.



Click "Update" button to save the changes.

To Delete Title/Form

When you press "Delete" button on the list of titles/forms or Edit Title/Form screen, a confirmation window is displayed.
When you press "Yes" button, the titles/forms are deleted. The titles/forms are permanently deleted and cannot be recovered. Please take note.

To Add Form from File (Import)

When you press the link of Form Settings > Import Form in Settings menu, Import Form screen is displayed.
You can add a form by importing a file.

• Enter a title of the title/form.
• Select a file.
• Choose a character encoding and delimiter used in the file.
  Press Change Settings link to change the character encoding and delimiter options.
  
  

After all entries are completed, when you press "Import" button, importing a form is started.

To Save Form to File (Export)

When you press the link of Export Form in Settings menu, Export Form screen is displayed.
You can save a form to a file.

• When you choose a form and press "Export" button, exporting the form is started.
• Choose a character encoding and delimiter used in the file.
  Press Change Settings link to change the character encoding and delimiter options.
  
• The list of titles/forms is displayed.
  When you press a link of the Title, preview window for the form is displayed.

To Setup Recipients Settings

When you press the link of Application Management > Recipients Settings in Settings menu, Recipients Settings screen is displayed.
You can add, edit, and delete recipients which are used when creating questionnaires.

• Add a recipient.
• Change the display order of recipients you selected.
  Choose purpose items on the list and then press "Change Display Order" button to switch the screen mode to Change Display Order mode.
  In Change Display Order mode, choose the destination of the recipients. You can move more than one group at once.
  * Press and hold down the mouse button over the data you want to move and move the mouse and release the mouse button on desired place to change the display order.
  
• Delete recipients.
  Select recipients you want to delete and press this button to delete them. You can select more than one recipient.
• The list of recipients is displayed.
  When you press a link of Recipient Name, Edit Recipient screen is displayed.

To Add Recipient

When you press "Add Recipient" button in the list of recipients, Add Recipient screen is displayed.

• Enter a recipient name.
• Select recipients.
  When you press "Select" button, Select User/Group window is displayed. Select users and/or groups to be assigned as recipients.
  (For more details about user/group selection, please refer to  Common Functions for All Screens > User/Group/Role Selection  in User's Manual.)
  

Click "Add" button to save the changes.

To Edit Recipient

When you press a link of the recipient name, Edit Recipient screen is displayed.



Click "Update" button to save the changes.

To Delete Recipients

When you press "Delete" button on the list of recipients or Edit Recipient screen, a confirmation window is displayed.
When you press "Yes" button, the recipients are deleted. The recipients are permanently deleted and cannot be recovered. Please take note.

To Add Recipient(s) from File (Import)

When you press the link of Recipient Settings in Settings menu > Import of Recipient(s), the Import of Recipient(s) screen is displayed.
Recipients can be registered from the description in the file.

• Select a file.
• Specify the character encoding and delimiter of the file.
  By clicking "Change Settings" you can select the character encoding and the delimiter.
  
  

After all entries are completed, when you press the "Import" button, the import of recipients will start.

To Save Recipient(s) to File (Export)

When you press the link of Recipient Settings in Settings menu > Export of Recipient(s), the Export of Recipient(s) screen is displayed.
You can save the registered recipients to a file.

• After selecting the recipients and clicking the "Export" button, the export of the selected recipients will start.
• Specify the character encoding and delimiter of the file.
  By clicking "Change Settings" you can select the character encoding and the delimiter.
  
• The list of recipients is displayed.
  

To Give Permission To Create New Questionnaire

You can give users a permission to create a new questionnaire.
Only users having this permission allowed to create a new questionnaire.

• Select User/Role
  When you press "Select User/Role" button, User/Role Selection window is displayed.
  (For more details about user/role selection, please refer to  Common Functions for All Screens > User/Group/Role Selection  in User's Manual.)
• Unselect users or roles.
  
• Users and roles you selected are displayed.
  

Click "Update" button to save the changes.