Table of Contents
Edit Questionnaire #
Admin able edit, delete, view, and add the questionnaire for company.
Admin able to:
- add the questionnaire form.
- add the questionnaire for each form.
- edit the questionnaire for each “unpublish” form.
- delete the questionnaire for each “unpublish” form.
- view the questionnaire form and questionnaire.
- not be able to edit, delete or add for “published” form.
Only one (1) form will be active status.
By default, questionnaire form for Membership Suite: Empty, and hide the tab under client profile.
Process Flow: #
Edit Questionnaire Using Back Office System #
- Login to the Back Office System
- Click ‘Setting’ on the left side
- Click ‘Questionnaire Module’ tab
- Any existing questionnaire
- No, continue step 4 for create new questionnaire
- Yes, continue step 4 for create new questionnaire; continue step 5 for edit the existing questionnaire
- Click ‘Create’ button to create new questionnaire
- Click ‘Edit’ button to edit the existing questionnaire
- Click ‘Save’ button after done step 4 or step 5
**If the existing questionnaire still active, but the new questionnaire is inactive. You need to set the existing questionnaire to inactive.
View And Edit Questionnaire Using Sales Application #
- Login to the Sales App
- Click ‘Questionnaire Module’ tab
- Any existing questionnaire
- No
- Yes, continue step 4 for display questionnaires listing
- Click ‘Edit’ button for input answers, continue step 6
- Click ‘View’ button for view the questionnaires
- Attempted before: will display the selected questionnaire with answer
- No attempted before: input answers
- Click ‘Save’ button after done input answers