How to manage a questionnaire: Create, Edit, Search, Archive, and Delete

In this article, learn how to:

1. Add a new questionnaire
2. Search for a questionnaire
3. Edit a questionnaire using a template
4. Archive a questionnaire
5. Delete a questionnaire

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1. Add a new questionnaire

To access your questionnaires, click on   on the navigation banner on the left of the screen.

To create a new questionnaire, go to the “Questionnaires” tab and click on “Add new Questionnaire” at the top right of the page.

You will arrive in the Questionnaire builder. To create your new questionnaire, you have two options:

• Create a new questionnaire
• Re-use an existing questionnaire template to create a new one, by clicking on “Start with a template”

Fill in the necessary general information.

Multiple options are possible for the “Categories” and “Condition related” section.

Click on “Next” to go to the next step.

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2. Search for a questionnaire

If you are looking for a particular questionnaire, enter its name in the search bar.

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3. Edit a questionnaire using a template

Once a questionnaire has been created, it cannot be directly modified.

However, if you need to reuse or adjust certain questions from an existing questionnaire, you can create a new one based on the original without starting from scratch.

Here’s how you can do it:

1. Click on "Add new Questionnaire" at the top right of the page.

2. Select the option "Start with a Template".

3. Search for the name of the existing questionnaire you wish to reuse or modify. Once you’ve found it, click "Use this Template".

4. Give the new questionnaire a unique title to differentiate it from the original.

5. If needed, you can modify the general information related to the questionnaire, such as its description or category.

6. Now, you can freely edit the questions within the questionnaire. This includes:

• • • Editing existing questions
    • Deleting questions that are no longer relevant
    • Adding new questions to better suit your current needs
    • Adjusting the scoring criteria as necessary

7. Once you’ve made all your changes, click "Save". Please note that after saving, the questionnaire can no longer be edited.

This process allows you to efficiently create a new version of a questionnaire.

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4. Archive a questionnaire

To archive an existing questionnaire, click on next to its name and then on “Archive”.

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5. Delete a questionnaire

To delete an existing questionnaire, click on next to its name and then on “Delete”.

⚠️ A questionnaire can be deleted only once it has been archived.