Configuring Questionnaires

Introduction

The process of entering new requirements involves capturing information that varies by organization. Requirements Management provides the capability to customize the questionnaires and questions used to capture this information without modifying the solution.

This page describes how to use the Requirements Management Settings site to configure these questions.

Questions

Questions are added to the questionnaires displayed in the Additional Information section of the Create New Requirement wizard.

View Questions

To view questions:

1. Navigate to the Requirements Management Settings site.
2. Expand Configure Questionnaires and select the Questions option to navigate to the Questions page.
3. Enter question keywords in the search field and click SEARCH to filter the questions by the entered keywords.
4. Select question TYPE (such as Radio Button or Dropdown) using the dropdown to filter the questions by their type.

Create questions

To create a question:

1. Click +CREATE to open the Create Question wizard.
2. Enter Question Text.
3. Select Response Type using the dropdown. Choose from:
   • Date: Adds a date picker.
   • Dropdown: Adds a dropdown with multiple Response Options and Max Selections (Maximum number of responses that users are able to select when answering this question) limit.
   • Integer: Adds a number-only field.
   • Radio Button: Adds radio button(s) with multiple Response Options.
   • Text: Adds a text field.
4. Click CREATE to create the question.

Import questions

Questions can be imported by uploading .XLSX files.

To import questions:

1. Click IMPORT to open the Import wizard. The Import wizard displays a sample format to use for importing questions.
2. OPTIONAL: Click Excel Sample Template to download the sample template to use for importing questions.
3. Click UPLOAD to open the file picker wizard and select the .XLSX file.
4. Review the uploaded questions and make the required changes within the wizard.

5. Click BEGIN IMPORT to preview the imported questions.

   

6. Click X icon corresponding to a question to remove it.
7. Click ADD QUESTIONS to import the questions.

Update questions

To update a question:

1. Click a Question to open the Update Question wizard.
2. Update the Question Text and Response Type. See response types.
3. Click UPDATE to update the question.

Delete questions

To delete a question:

• Click Trash icon corresponding to a question to delete it.

Questionnaires

Questionnaires are sets of grouped questions to collect organization-specific information for a requirement. They appear in the Additional Information section of the Create requirement form.

View questionnaires

To view questionnaires:

1. Expand Configure Questionnaires and select the Questionnaire option to navigate to the Questionnaire page.
2. Enter questionnaire keywords in the search field and click SEARCH to filter the questionnaire list by the entered keywords.

Create questionnaires

To create a questionnaire:

1. Expand Configure Questionnaires and select the Questionnaire option to navigate to the Questionnaire page.
2. Click +CREATE to open the Create Questionnaire wizard.
3. Enter a Questionnaire Name.
4. Enter a Description for the questionnaire.
5. Enter a Section Name for the questionnaire section.
6. Enter questions keywords in the Choose Question field and click Search icon to filter and display resulting questions.

   Note:  The questions list contains all of the configured questions.

7. Select a Question.
8. Select Visibility using the radio buttons. Choose from:
   • Always Visible: The question is always visible with no conditions.
   • Visible on Conditions: The question is only visible when the set conditions are met. Select Configure Conditional Logic using the radio buttons. Choose from:
     • OR (Matches any conditions): The question is displayed if any of the set conditions are met.
     • AND (Matches all conditions): The question is displayed if all the set conditions are met.
       1. Select Question, Operator, and Response to set conditional questions.
       2. Click Add Condition to add more conditions.

9. Click ADD to add the question to the section.

   

10. Click +Add Question to add more questions to the section.
11. Click Add New Section to add more sections to the questionnaire.
12. Click PREVIEW to preview the questionnaire.
13. Click PUBLISH to create and publish the questionnaire.

Set default questionnaires

To set a questionnaire as default:

1. Expand Configure Questionnaires and select the Questionnaire option to navigate to the Questionnaire page.
2. Click Vertical Ellipsis icon corresponding to a questionnaire and then select the Set Default option to open the Set Default Questionnaire wizard.
3. Click SET DEFAULT to set the questionnaire as default.

To remove a questionnaire as default:

1. Click Vertical Ellipsis icon corresponding to the default questionnaire and select the Remove Default option to open the Remove Default Questionnaire wizard.
2. Click REMOVE DEFAULT to remove the questionnaire as default.

Update questionnaires

To update a questionnaire:

1. Expand Configure Questionnaires and select the Questionnaire option to navigate to the Questionnaire page.
2. Click Vertical Ellipsis icon corresponding to a questionnaire and select Edit to open the Edit Questionnaire wizard.
3. Update the questionnaire fields.
4. Click PREVIEW to preview the questionnaire.
5. Click PUBLISH to create and publish the questionnaire.

Delete questionnaires

To delete a questionnaire:

1. Expand Configure Questionnaires and select the Questionnaire option to navigate to the Questionnaire page.
2. Click Vertical Ellipsis icon corresponding to a questionnaire and then select Delete to open the Delete Questionnaire wizard.
3. Click DELETE to delete the questionnaire.

Clone questionnaires

To clone a questionnaire:

1. Expand Configure Questionnaires and select the Questionnaire option to navigate to the Questionnaire page.
2. Click Vertical Ellipsis icon corresponding to a questionnaire and select Clone to open the Clone Questionnaire wizard.
3. Edit the questionnaire fields.
4. Click PREVIEW to preview the questionnaire.
5. Click PUBLISH to publish the cloned questionnaire.

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