Conduct polls, surveys and assessments.
Determine process pathways and get feedback.
This little powerhouse of functionality is often necessary within different processes, with a key benefit being that all responses are logged and reportable.
The questionnaire is easy to set up and the user can add in supplementary information that the end user might need. Once submitted, results can be displayed along with a meaningful description.
Completion of the questionnaire can also make various things happen. It can shoot off an email or trigger a process to happen– any workflow step that will make this feedback useful to the user and the broader process.
Questionnaire types and use cases.
The basic types of questionnaires are:
Competency assessments: each answer produces a score that can be reviewed.
Surveys: capture responses and analyse the results.
Process pathways: depending on the answers, a process path is determined.
Reviews: scheduled contract reviews can be routed through the questionnaire tool.
Postmortems: trigger questionnaires to participants in a project/process and collate the responses.
Seeing the results.
On the admin side of any questionnaire, you can view all of the details of every attempt, including who took it, the completion status, when it was started and completed, and the response to every question.
Questionnaires as a workflow tool.
Questionnaires have the facility to return a result based on the responses. This result can then be used to adjust a process flow. For example, in the initial assessment in the Core Procurement module, an output can show what approach the user should take on a procurement.
Admins can create a new questionnaire via the ‘build’ heading on the Questionnaire dashboard. They enter such information as which type of questionnaire/ assessment is needed, is it scored or not, the options available on completion, can a user re-take the questions, categories, answer types, e.g. drop-downs, number answers or free text.
Questions can also have guidance documents uploaded against them which would be available for the user to view when taking the questionnaire.
In the admin side of the Questionnaire Tool, there is a facility to invite people to participate in bulk, specific users or specific groups of users. A key use case for this is if you wanted to get feedback from a group, run a survey, or get a large number of people to take a competency assessment. System and non-system users can all be invited.
After any invites have been sent, you can see a list of all invited people and their progress through their allocated questionnaires.