1. After logging in to your account you will need to click the "Questionnaires" button from top menu.
2. On the next step – just add the questionnaire's title and click the Create button.
3. You need to provide the name, report title and choose the Questionnaire type. "Normal" type is the most common, standard type.
4. Then you will be asked if you want to assign questionnaire to Project already. Assigning is required to be able to use the questionnaire in investigations, but you can assign to project later.
5. After this you will be redirected to the questionnaire's overview screen. The Wrap Up section will be presented there by default. To start adding your sections and fields, click the Enter edit mode button:
6. To add a new section – click the respected button:
7. Set the Section title and click the Add section button:
8. At the next step you will be able to add Steps of your Questionnaire:
9. While adding the specific Question to the Questionnaire, you will be able to select one of the three types:
Text – a reporter will be able to enter text in the field as an answer to the given question.
Multiple choice – if there are the particular options to choose between, this type of the question will be the best to set.
Additional question - free hand text question in case you need to give more flexibility to reporter
Table - structured text fields in a format of table, where you define headers and subheaders
Date – this one is the best to use if the answer involves entering a date and time
Date only - this is for answers with just a date.
Personal Details - it allows to either fetch data from external providers (Centric, BRP, Pink) or scan ID, perfect for reporters who need to write down personal information of an inspection target
Audio - you can attach mp3 or mp4 files and it will automatically transcribe voice into text
10. After you will add all the needed sections and the steps for it, click the Apply all changes button on the top.