1. Questionnaires
Admin Configuration

2. This presentation will demonstrate the following:
Overview
This presentation will demonstrate the following:
How to create/configure questionnaires.
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3. Questionnaire Configuration
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4. To begin, click “Questionnaires”.
Questionnaire Configuration
To begin, click “Questionnaires”.
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5. Next, click “Create New Questionnaires”
Questionnaire Configuration
Next, click “Create New Questionnaires”
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6. Questionnaire Configuration
You will now see the Questionnaire Details page. Here you will need to create a “Questionnaire name” , Admin Description (Internal use only), and an optional welcome message. One you have done that, click “NEXT”.
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7. Questionnaire Configuration
After you have done that, you will be directed here. This is where you will be able to add the disclosure types to your Questionnaire. Click “Add Disclosure Type.
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8. Next, click on the disclosure category you would like to select.
Questionnaire Configuration
Next, click on the disclosure category you would like to select.
Note: What surfaces here is based on your current Disclosure configuration.
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9. Questionnaire Configuration
Next you have the ability to customize the title and description for display in the Questionnaire. This is not required because it pulls the existing information from your Disclosure configuration.
In this example, you can see where the title is edited, where the current description is, and where you can customize the description. Once complete, click “SUBMIT”.
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10. Questionnaire Configuration
From here, you have the ability to add more disclosure types. To do so, click on “Add Disclosure Type”. You can only add as many as you have types. Once you have added all of the needed types, click “SAVE”.
“CANCEL” will cancel this questionnaire. “BACK” will take you to the previous screen.
Note: In this example, Business Relationship was used. When attempting to add a new disclosure type, Business Relationship will not surface as it was already used.
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11. Questionnaire Configuration
Once you have clicked “Save”, you will see your questionnaires surface like this.
You can always access your configured questionnaires by clicking on the “Questionnaires” link as shown below.
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12. Questionnaire Configuration
Finally, you also have the ability to archive your questionnaire at any time by clicking on the 3 dots and shown below, then by clicking on “Archive”.
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13. Questionnaire Configuration
Once you have archived the questionnaire, it will switch from “Published” to “Archived” in your questionnaire list.
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14. ©2016 Convercent. All rights reserved.