How to plan questionnaires

Scheduling allows a questionnaire to be generated periodically and automatically assigned to the person responsible for completing it, through tasks.

Procedure

1. Go to Questionnaires → Settings → Questionnaire Schedules and click New.
2. Fill in the general data of the schedule, respecting the mandatory fields.
3. Complete the information through the following tabs:
   • Organisational structure: indicate for which level of the organisational structure you want this schedule to apply.
   • Responsible: indicate the person who must complete the questionnaire.
   • Tasks: view the tasks that have been created for completing the questionnaire.

Reference Field

The Reference field indicates the moment from which the periodic interval starts counting. It has two possible values:

• From the start of the questionnaire: the interval is counted from the moment the questionnaire is generated.
• Once the questionnaire is completed: the interval is counted from when the questionnaire has been completed.

Tip

Choose From the start of the questionnaire when you want a fixed cadence (for example, monthly on a calendar day), and Once the questionnaire is completed when it is important to respect the interval between one completion and the next.

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Source: M-SO-20-03-01 «User Manual · Questionnaires», version 1, 10/02/2020.