Function

Procedure

Creating general questionnaires

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       1.      Choose  with the quick info text Create.

The number of the questionnaire is assigned automatically by the system. You can overwrite this default value, however.

When you create a questionnaire, it is assigned the status New – not saved.

       2.      Enter a validity period for the questionnaire.

Note that the questionnaire cannot be used after the end date entered.

       3.      Save your entries.

The status of the questionnaire is set to In process.

The Assign Subject Area dialog box appears.

       4.      Choose one of the following options:

¡        Choose Yes if you want to assign the questionnaire to a subject area.

The Change View “Subject Area” screen appears. For more information about assignment to subject areas, see Assigning Questionnaires to Subject Areas.

The questionnaire is listed in the overview tree under the subject area that you chose.

¡        Choose No if you do not want to assign the questionnaire to a subject area.

The questionnaire is listed in the overview tree under the Not Assigned node.

       5.      Choose  with the quick info text Insert Catalog Entries to assign questions, texts, and headers to the questionnaire (see Inserting Catalog Entries in a Questionnaire).

Choose  with the quick info text Delete Catalog Entries to delete any assigned catalog entries from the questionnaire.

       6.      Save your entries.

       7.      When you have completely finished editing the questionnaire, choose  with the quick info text Activate to set it to active.

Questionnaires that are set to Active can no longer be edited. You can only add catalog entries to them (see Status of General Questionnaires).

Changing general questionnaires

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       1.      Double-click the required questionnaire to select it.

The questionnaire you selected is shown on the right of the initial screen.

To display the detail view of a catalog entry, select the required catalog entry and choose  with the quick info text Detail Catalog Entry in the Assigned Catalog Entries screen area.

       2.      Edit the questionnaire and save your entries.

Copying general questionnaires

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       1.      Double-click the required questionnaire to select it.

The questionnaire you selected is shown on the right of the initial screen.

       2.      Choose  with the quick info text Copy Template.

The system assigns a number to the new questionnaire. You can overwrite this default value, however.

       3.      Edit the new questionnaire and save your entries.

Deleting general questionnaires

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       1.      Position the cursor on the questionnaire you want to delete and choose  with the quick info text Delete.

A dialog box appears with a prompt to confirm the deletion.

       2.      Choose  Yes.