Managing assessment questionnaires

By using the {ProductShortName} user interface, you can perform the following actions on assessment questionnaires:

• Display the questionnaire. You can also diplay the answer choices and their associated risk weight.

• Export the questionnaire to the desired location on your system.

• Import the questionnaire from your system.

  Warning

  The name of the imported questionnaire must be unique. If the name, which is defined in the YAML syntax (name:<name of questionnaire>), is duplicated, the import will fail with the following error message: UNIQUE constraint failed: Questionnaire.Name.

• Delete an assessment questionnaire.

  Warning

  When you delete the questionnaire, its answers for all applications that use it in all archetypes are also deleted.

  Important

  You cannot delete the Legacy Pathfinder default questionnaire.

Procedure

• Depending on your scenario, perform one of the following actions:

  • Display the quest the assessment questionnaire:

    1. In the Administration view, select Assessment questionnaires.

    2. Click the Options menu ({kebab}).

    3. Select View for the questionnaire you want to display.

    4. Optional: Click the arrow to the left from the question to display the answer choices and their risk weight.

  • Export the assessment questionnaire:

    1. In the Administration view, select Assessment questionnaires.

    2. Select the desired questionnaire.

    3. Click the Options menu ({kebab}).

    4. Select Export.

    5. Select the location of the download.

    6. Click Save.

  • Import the assessment questionnaire:

    1. In the Administration view, select Assessment questionnaires.

    2. Click Import questionnaire.

    3. Click Upload.

    4. Navigate to the location of your questionnaire.

    5. Click Open.

    6. Import the desired questionnaire by clicking Import.

  • Delete the assessment questionnaire:

    1. In the Administration view, select Assessment questionnaires.

    2. Select the questionnaire you want to delete.

    3. Click the Options menu ({kebab}).

    4. Select Delete.

    5. Confirm deleting by entering on the Name of the questionnaire.

Additional resources

• The default assessment questionnaire

• The custom assessment questionnaire