Skip to main content
Version: 3.1

Add and edit questions

Overview​

This flow describes how to add questions to a questionnaire and how to change them. You set the type, the settings, and the answer options of each question.

Pre-requisites​

  • You create a questionnaire, or you open a saved questionnaire to change it. See Create a questionnaire.
  • If you change a saved questionnaire, you are a Care superuser. Only superusers can change a saved questionnaire.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create/Update QuestionnairesLets you add and change the questions in a questionnaire.

Steps​

1. Add a question​

Click Add Question. Care adds a new question to the form.

2. Set the question type​

Select the Type of the question from the dropdown. The dropdown has these types:

  • Group
  • Display
  • Boolean
  • Decimal
  • Integer
  • Date
  • Date Time
  • Time
  • String
  • Text
  • URL
  • Choice
  • Quantity
  • Structured

3. Enter the question text​

Enter the Question Text. This text is the question that staff read on the form.

Enter a Description for the question. The description is optional.

4. Set the question settings​

Under Question Settings, use the Required, Repeatable, and Read only switches. The switches control how the question behaves.

Note: Care hides the Repeatable switch for the Boolean, Group, Display, and Structured types.

5. Add sub-questions to a group​

If the Type is Group, click Add Sub-Question. Care adds a question inside that group.

6. Set the answers of a choice question​

If the Type is Choice, go to Answer options. Select Custom Options or Value Set.

For Custom Options:

  1. Click Add Option. Care adds a row to the option table.
  2. Enter the answer in the Value column.
  3. Enter the text that staff read in the Display Text column. This text is optional.
  4. Select the option in the Default column to make it the default answer.

Note: If the question is repeatable, you can mark more than one option as the default.

For Value Set, select a valueset, or create a new one. The valueset gives the allowed answers of the question.

To change the order of an option, open the row menu in the Actions column. Under Quick Actions, click Move Up, Move Down, To Top, or To Bottom. To move the option to a set place, enter the number under Move to specific position. Then click Move.

To remove an option, open the row menu in the Actions column. Click Delete.

7. Change the order of the questions​

Open the menu of a question. Click Move Up to move the question before the question above it. Click Move Down to move the question after the question below it.

To add a question in a set place, open the menu of a question. Click Add Question Above or Add Question Below.

To remove a question, open its menu and click Delete.

8. Save the questionnaire​

Click Save to save your changes to a saved questionnaire. For a new questionnaire, click Create.

Note: To leave the form without saving, click Cancel.

Expected Outcome​

  • The questionnaire contains the questions with the type, the settings, and the options that you set.
  • The questions show in the order that you set.
  • Care shows the message "Questionnaire updated successfully" when you save a saved questionnaire.

Concepts:

Flows: