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Version: 3.1

Create a questionnaire

Overview​

This flow describes how to create a new questionnaire in Care. You give the questionnaire a title, a slug, a subject type, a status, and one or more organizations.

Pre-requisites​

  • You are a Care superuser. Care shows the Admin Dashboard button only to superusers.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create/Update QuestionnairesLets you create a new questionnaire in an organization.

Steps​

1. Open the admin area​

Start from your dashboard. Click Admin Dashboard. Care opens the Questionnaires list.

Note: Care shows the Admin Dashboard button only to superusers.

2. Start a new questionnaire​

Click Create Questionnaire. Care opens the questionnaire form.

3. Fill in the basic information​

Complete the fields under Basic Information.

ComponentsWhat it captures
TitleThe name of the questionnaire. This field is mandatory.
SlugA short identifier for the questionnaire in the web address. This field is mandatory.
DescriptionMore information about the questionnaire. This field is optional.

Note: The slug must have 5 to 25 characters. Use letters, numbers, underscores, and hyphens only.

4. Set the properties​

Go to the Properties panel. Set the fields below.

ComponentsWhat it captures
StatusThe state of the questionnaire. Select Active, Draft, or Retired.
Subject TypeWho the questionnaire is about. Select Patient or Encounter.

Note: Care sets the Version value. You cannot change it.

5. Select the organizations​

Under Organizations, click Select Organizations.

Search for an organization. Click the organization to select it. Care adds a badge for each organization that you select.

Select at least one organization. The organizations control who can see and use the questionnaire.

Note: If you select no organization, Care does not save the form. Care shows the message "At least one organization must be selected".

6. Add the questions​

Click Add Question to add a question to the questionnaire. For the full steps, see Add and edit questions.

7. Create the questionnaire​

Click Create.

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

Expected Outcome​

  • Care shows the message "Questionnaire created successfully!".
  • Care creates the questionnaire.
  • The questionnaire shows in the Questionnaires list under the tab of its status.
  • Users in the selected organizations can see and use the questionnaire.

Concepts:

Flows: