Defining Questionnaire Presentation
You can configure the way in which questions are displayed to the respondent. It is what we call "Presentation" in the interface.
Examples: Questions can appear in groups. You can allow the respondent to add explanatory documents to his/her questionnaire.
Using presentations
You can:
• reuse presentations in questionnaire templates
• define assessment session scope
In this case, the assessment session presentation overloads that defined for the questionnaire template.Defining a Presentation
To define a questionnaire template presentation:
1. Open the properties of the questionnaire template.
2. Select the Questionnaire Presentation tab.
3. Create or connect a Questionnaire Template Presentation.
4. Specify:
• Other presentation options: see Presentation possibilities
Presentation mode
Presentation mode optimizes questionnaire display and simplifies data entry. Several presentation modes are available:
All objects to be assessed and contexts in a single page
All questions are presented in a single page.
This type is recommended if the volume of data handled is limited.Choice of the object to be assessed and its contexts in a list
Objects to be assessed are presented in a list. The questionnaire associated with the selected object is displayed below this list.
Each object to be assessed and its contexts in its own page
A specific page for each object to be assessed is presented.
Group by object to be assessed/by assessment context
A matrix offers a compact presentation and simplifies entry of answers when there are many questions.
The matrix enables grouping of questions by context object or by assessed object, with:
• in columns: questions
• in rows:
• contexts for an object to be assessed, or
• objects to be assessed for a context
Several question lists can be proposed. In this case, you can specify the number of objects to be assessed per page in the Pagination Presentation field. Presentation possibilities
Pagination presentation
Enables specification of the number of objects to be assessed per page in the case of a matrix presentation. See Group by object to be assessed/by assessment context.
Display introduction page
Enables display of a page at the beginning of the questionnaire.
Display end page
Enables display of a page at the end of the questionnaire.
Display verification page
Enables display of mandatory questions for which the respondent has not provided an answer.
Display question comment
Enables display of comments concerning each question.
Display document attachment page
Enables display of a page so that the respondent can add documents or evidence.
This page appears at the end of the wizard enabling completion of the questionnaire.Display each question in a group
Enables display of a question in a group (also called "section" in HOPEX solutions guides) in page of a questionnaire.
Display of the name of a group is made via an intermediate code template.Collapsed context group
Enables display of assessment contexts in a group (also called "section").
Display scoring
Displays a button in the questionnaire enabling enabling display of the score obtained.
The score can be displayed:
• for each assessed object
• globally at questionnaire level (the button is located at the top of the questionnaire)
Display history
Displays a button enabling history access.
The history can be displayed:
• for each assessed object
• globally at questionnaire level (the button is located at the top of the questionnaire)
Trigger transition at closing
Enables triggering of a workflow transition when the respondent clicks the "Close" button in his/her questionnaire.
For more details, see Triggering a Transition at Questionnaire Closing.Displaying explanatory documents/external references
Enables display of documents/external references associated with a question.
These documents provide explanations concerning questions and answers.Creating a questionnaire per assessment node
By default, a questionnaire comprises all the assessment nodes, that is, all the objects to be assessed in their context assigned to a single person. Only one questionnaire is sent to the respondent per session.
To generate a questionnaire per assessment node:
In the Questionnaire Presentation tab of the properties page of the questionnaire template, select the Create Questionnaire per Assessment Node check box.You can perform this configuration at the questionnaire template level or the session level.In this case, the questionnaire generated is given a name as follows:
Condition | Questionnaire name |
|---|---|
No context objects are used | Respondent name - Assessed object name |
A context object is used + the assessed object is the same for each context object | Respondent name - Assessed object name - Context object names |
Previewing questionnaires
To preview a questionnaire, the respondent must connect to the HOPEX Web Front-End application with the role "Assessment Designer".
For a preview of the questionnaire:
1. In the Assessment Definition navigation tree, expand the Assessment Template folder.
2. Expand the folder of the assessment template associated with the questionnaire template that interests you.
3. Expand the folders Definition > Questionnaire Template.
The list of questionnaire templates attached to the deployment template appears.
4. Right-click the questionnaire template that interests you and select Preview Questionnaire.
Preview of questionnaires allows you to view their rendering according to the selected presentation options, and this before starting the assessment session.
You can modify presentation of your questionnaire if you find it unsatisfactory. For more details, see Defining Questionnaire Presentation.
Completing the presentation
The presentation can be completed by a macro. The aim of this macro is to complete questionnaire answer wizard processing by means of specific checks.
Example of possible processing: at initialization of the questionnaire, a pre-completed questionnaire could be proposed to the respondent.