2. Questionnaire Template Migration Process
Before migrating to HOPEX V5, make sure all assessment/execution campaigns are closed.
Once the migration towards the new version is completed, the following happens:
• All existing Questionnaire Templates are automatically flagged based on whether they are fully compatible with Questionnaire Builder or not.
• Question Groups defined on objects, like Test and Execution Steps for Controls, are converted to Questionnaire Templates, to provide a consistent user experience.
• All simple and multiple Direct Assessments propose a new layout to the respondent.
After migration, you can use the Questionnaires Templates Compatibility report. It enables you to double check if some elements of your existing questionnaire templates have not been converted due to compatibility issues.
2.1. Compatibility Analysis Report
To have a comprehensive understanding of the impacts of Questionnaire Builder on existing questionnaire templates, a dedicated report is available via the main menu.
This report browses all existing questionnaire templates and questions defined on HOPEX elements (like control execution and test steps). The report shows all the elements that are no longer compatible with Questionnaire Builder, with a small description of the identified issue.
This report is informative only. It should be used to make sure the migration has not introduced any major disruption from a functionality perspective.
2.2. Not Compatible Questionnaire Templates
If you try to open a non-compatible questionnaire template, an informative wizard lists all the questionnaire elements not supported by Questionnaire Builder.
You can either decide to edit the questionnaire to remove the concerned elements or launch the new builder: the elements which are not compatible will simply be disregarded by Questionnaire Builder.
2.3. Compatible Questionnaire Templates
If you try to open a compatible questionnaire template, Questionnaire Builder will automatically open in full screen mode.