The extended questionnaire system supports the following types of questions. The Question Type field of the Questions table determines the question and its behavior.
For details on entering questions using the Environmental & Risk Management / Compliance Management / Contract Manager / Define Compliance Questionnaire task, see Define Questions for a Questionnaire, which also covers the basic information you must specify for each question. Below, the various question types describe any additional properties that you must specify.
A Question Type of Label is used for creating headers in your questionnaire. Headers organize the questions and improve the usability. See Add a Header to a Questionnaire.
Surveyors may need to inquire as to a date value from the field, such as the date of last inspected from a tag on an equipment asset, or the last recorded cleaning service in a kitchen or washroom. As a questionnaire designer, you do not specify any additional properties for date fields.
The questionnaire can include a time field, as below. The surveyors can type the value, or click the clock icon to access a list of times to choose from. As a questionnaire designer, you do not specify any additional properties for time fields.
The surveyor can enter a whole number in the field, either by typing it or clicking the triangle-shaped buttons on the right. As a questionnaire designer, you do not specify any properties for count fields.
When designing a questionnaire, you will find many occasions to use the multiple choice format. With this question type, the surveyor can select from the choices you define, such as a rating scale (enter a response on a scale of 1 to 5), or Yes/No responses.
You can control how answer label appears. For the above Outside Work question, the answer label is at the top of the column. For long surveys in which the user is scrolling and you don't want the user to lose track of the column headings, you can repeat the answer label with each answer. To do so, do not check the Answer Labels Only in Header option. The below Housekeeping question uses this format.
You can also decide between short format (Outside Work and Housekeeping examples above) and Long Format as shown in the Days of Operation question below. This example also allows the user to select more than one option, whereas the above two examples show selecting only one option.
| Option | Description |
|---|---|
| Answer Labels Only in Header |
Set this option to have the answer labels appear in the header only, as shown in the Outside Work example above. Do not check this option to have the format shown in the above Housekeeping example. |
| Display Format |
With Short Form, the questionnaire displays responses in the same row. The above example of Outside Work question is an example of Short Form. With Long Form, the questionnaire displays the response below the question text. The Operation Each Week question (above) uses Long Form. |
| One Answer Option | The user can select only one option, as per the above Housekeeping and Outside Work examples. |
| More than One Answer Option |
The user can select multiple options. The Operation Each Week question (above) uses allows multiple selection. |
| Answer Options | For these question types, you must define the answer options. See Defining Answers. |
A freeform presents a field in which the user may enter text to describe a situation or further elaborate on a previous question or clarify other responses.
When defining a freeform field, you must complete these options in the Question Details pane.
| Option | Description |
|---|---|
| Freeform Width |
Enter the maximum number of characters that the user can enter in the field. You cannot specify a number larger than 1000 for the Freeform Width field. |
A surveyor might need to answer a question by choosing values from an ARCHIBUS table. In the below example, the surveyor can choose from existing employees in the Employees table for Questions 6 and 7. When the surveyor clicks on the triangle button for these questions, the questionnaire presents a popup searchable list of all records in the Employees table. The surveyor can search and scroll the list to choose a record; the questionnaire then displays it, as per the displayed responses for Question 6. In this example, Question 6 allows for multiple responses and the surveyor has already entered two responses. The surveyor can click on "Add another response" at the bottom of the question to receive another entry box. Question 7 allows for only one response and therefore does not display the "Add another response" option.
When defining a lookup, you must complete these options in the Question Details pane.
| Option | Description |
|---|---|
| Lookup Table |
Choose a table from a list of tables in the schema. |
| Lookup Field | Choose the field from the above table that you want the user to complete. |
| Max # of Responses | Enter the number of responses the surveyor can enter. When the surveyor reaches this number, the form displays a message stating that the surveyor cannot enter any further responses. |
Note: If a respondent were to click the "Add another response" button more times than needed and leaves some of these fields blank, they can still submit the questionnaire with the extra response fields blank. The application will ignore those blank fields and, upon refreshing the form, the extra blanks will disappear from view.
To the surveyor, measurement fields have two components: the value that was measured, and the default unit, which the surveyor can change.
When defining a measurement field, you must complete these options in the Question Details pane. The values that you can choose for Measurement Type and Default Units are entered as part of the Define Measurement Units task.
| Option | Description |
|---|---|
| Measurement Type | Choose the type of measurement such as Area, Length, Mass, Pressure. |
| Default Units |
Choose the default units for this type of measurement. For example, if the measurement type is Length, you can set the default unit to Feet, and this will appear to the surveyor as per the above image. The surveyor can then change the unit of measure if needed. Questionnaire designers should choose a default unit of measure that corresponds with a) the anticipated scale of most inputs and b) with the anticipated scale of measurement needed for summary reporting. |
The surveyor may want to upload a photo documenting a condition or attach another type of document to the questionnaire.
| Option | Description |
|---|---|
| Max # of Responses | Enter the number of documents the surveyor can upload. When the surveyor reaches this number, the form displays a message stating that the surveyor cannot enter any further responses. |
Note that the system does not upload the document until the surveyor clicks Submits the questionnaire.
There is no question type for percentages, such that so that a question requests numeric responses between 0 and 100 and the questionnaire forms enforce consistent data entry.
Instead, you can do the following:
Define Compliance Questionnaires Overview
Define Follow-up Actions Based on Answers
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