Managing Questionnaires

The Questionnaires page is your starting point for all questionnaire tasks. You can view existing, create new questionnaires, copy and delete questionnaires, delete answer lists, and change a questionnaire status.

Copy a questionnaire

1. From the menu, click > Application Builder > Applications.
2. In the Actions column of the questionnaire to copy, click , and select Copy.

   Note: If you are on an existing questionnaire, you can also select Copy Current from the Application Navigation Bar.

3. Review each section, and make changes if necessary.

Delete a question from a questionnaire

You can delete a question from a questionnaire. Once deleted, that question is removed from all questionnaire records created prior to the deletion. It removes the question from the layout, deletes any answers previously provided, and modifies the question count and scoring appropriately. It does not modify any existing findings related to the deleted question.

Important: Only delete a question when you need to remove it from previous and future questionnaire content records. To keep the questionnaire content records created prior to the deletion, deactivate the existing answer values and leave only the N/A option available, selected by default with a value of zero. You cannot deactivate a question, only the answers.

Caution: Do not move a question off the questionnaire layout. This does not change the question count or scoring records. Once it is removed from the layout, users cannot complete the questionnaire and save the questionnaire content record.

Delete a questionnaire

If you have delete permissions for the Manage Questionnaires page, you can delete questionnaires for which you have ownership rights.

Important: When a questionnaire is deleted, all data within that questionnaire is permanently lost. Deleted questionnaires cannot be recovered.

You cannot delete questionnaires with dependencies on other questionnaires. If you attempt to delete a questionnaire with dependencies, a warning appears listing all the dependent questionnaires and corresponding fields.

1. From the menu, click > Application Builder > Applications.
2. In the Actions column of the questionnaire you want to delete, click , and click Delete.
3. Review the warning and confirm.

Delete all content from a questionnaire

You can quickly delete all records from a questionnaire. This feature is useful if you have created a large number of records to test the functionality and performance of a new questionnaire.

Note: You can only delete the content of retired questionnaires.

Important: Use extreme caution when deleting content from a questionnaire. Once the content is deleted, it cannot be recovered. Create a backup of your data if you do delete questionnaire content. Do not import data into a questionnaire until the content delete process is complete. If the questionnaire contains a large number of records, this process could take several minutes. To determine whether all content has been deleted from the questionnaire, reactivate the questionnaire and run a search to display all records. When your search returns zero records, you can initiate a data import.

1. From the menu, click > Application Builder > Applications.
2. From your questionnaire, go to the Properties tab.
3. In the General Information section, in the Status field, select Retired.
4. In the Administration section, click Delete Questionnaire Content.
5. Click to save your changes.

Delete an answer list

If you have delete permissions for the Manage Questionnaires page, you can delete Answer Lists for which you have ownership rights.

1. In your questionnaire, click the Configurations tab > Answer Lists tab.
2. In the Lists section, click > Delete.
3. Review the warning and confirm.

Changing the Questionnaire Status

The questionnaire status provides the means for creating a questionnaire for test purposes, archiving a questionnaire so that data can no longer be entered, hiding a questionnaire when it is no longer used, and for using a questionnaire to collect active data for your business.

1. From the menu, click > Application Builder > Applications.
2. In the Status field, select the status you want to use for the questionnaire.

   The following table describes the options.

   Status Option	Description
   Production	Production questionnaires can be launched to end users through assessment campaigns. Users can run searches in these questionnaires and save those searches as reports. In other words, production questionnaires are available for use.
   Development	A development questionnaire has all of the characteristics of a production questionnaire, except that it is displayed to end users with a watermark.
   Archived	When you archive a questionnaire, end users can continue to search and view questionnaire content, but that content is read-only. You cannot launch archived questionnaires to end users through assessment campaigns. The Edit and Data Import options are disabled for archived questionnaires, and calculated fields and record permissions are not recalculated.
   Retired	Retired questionnaires are not available to end users. You cannot launch retired questionnaires through assessment campaigns, nor can end users view existing questionnaire content. If you retire a questionnaire that is displayed in a Questionnaire Reference field within a target record (such as an Asset or Vendor record), the questionnaire is removed. Although retired questionnaires are hidden from end users, administrators can continue to modify retired questionnaires from the Manage Questionnaires page. Data feeds and questionnaires associated with the retired questionnaire continue to use system resources. Prior to retiring a questionnaire, complete the following:  Deactivate all data feeds that target retired questionnaire Deactivate all campaigns within the questionnaire

3. Click to save your changes.