Users with the roles
Expert
Data protection officer
Administrator
can create questionnaires - and also assessments/audits.
Creating a questionnaire
Questionnaires can be created, edited and activated via the Questionnaires tab.
Templates can be found by clicking on the small arrow next to Create and selecting a template.
Regardless of the content, our templates give a good impression of how a good questionnaire can be set up in terms of fields and design options.
It is not yet possible to create your own templates
Editing a questionnaire
You can add new blocks using the ‘+’ button
There are various
Input fields
General (design elements, etc.) are available.
Within a group, use the ‘+’ directly above the group name to add new elements within the group.
The actual editing of the elements, such as adding the question, answer options, etc., takes place on the right-hand side of the screen, where the Assistant is otherwise available to you.
Configure your blocks with Configure blocks
Conditions within a questionnaire
If you want to display a question based on the result of another question, you can use so-called conditions.
Click on a block that is to be displayed when a condition is met.
Select the Add condition button in the right-hand Configure block area
Then select the question and the value that should trigger the fade-in.
Unfortunately, it is not yet possible to display a field based on multiple conditions.
Tasks within a questionnaire
One of the big questions after the assessment is: What are the specific to-dos? caralegal supports you with this. Similar to conditions, you can automatically create tasks for answers.
Select a module first.
You can only select blocks that allow clear entries, such as selection fields, multiple selection fields or checkboxes.
Click on Add task at the bottom of the right-hand section Configure block
Now enter a different task title or a task description if necessary.
Click on the ‘X’ on the right at the height of the task title
You will now return to Configure block.
Please now select the value in which the task is to be created.
The task is created automatically as soon as
The questionnaire has been submitted by the participant.
The assessor sets the assessment to the status In review.
All tasks are then also output in the Download tasks report, which can be found on page 4 within the Assessment