Questionnaire Tab for Change Templates

The Questionnaire tab for change templates page allows you to define a question and response structure in the change template, then assign sub-questions and related objects to specific question responses.

Required access role: Change Administrator

To access the Questionnaire tab for change templates:

  1. In the navigation pane, click Change Management.
  2. Click Change Template category.
  3. Select the change template.
  4. In the navigation pane, click Change Questionnaire.
  5. Select the Questionnaire page tab.

This topic describes:

This page discusses:

Columns

Column NameDescription
QuestionThe text of the question or the name of the related object. The top row shows the name of the change template. The remaining rows show questions, sub-questions, and related objects. You can expand a question to view the related objects, such as routes and persons, assigned to it.

Click the question text or related object name to open the object.

CategoryThe question category:

CategoryDescription
DecisionA question that has one of three responses:
  • Yes
  • No
  • Unknown
DescriptiveA question that has a free-form text answer.
Each Decision response can be associated with one or more related objects.

ResponseUsed for sub-questions and related objects. If the answer to the parent question matches the response in this row, then the assigned related object is added to change orders or change requests created from the template, or the assigned sub-question is displayed. The available responses are:
  • Yes
  • No
  • Unknown
ActionsThe actions that you can perform on the question or related object inline when the change template is in the Inactive state:

IconDescription
Insert New Row Below Inserts a new row below the question so that you can add a sub-question.
Copy Copies the question.
Assign Allows you to assign a related object to the question's responses. Only the types of objects that can be assigned appear in the search results.
Delete Deletes the question from the questionnaire, but not from the database.
Disconnect Disconnects the related object from the question's response.
Note: The actions are available to Change Administrators for fast track. The actions are also available to owners of templates.

DescriptionThe description of the object.
TypeThe type of object on that row of the questionnaire, such as question, route, or change template.
StateThe current lifecycle state of the object. All of the objects associated with a questionnaire are either Active or Inactive. Only Active questions are used in questionnaires for change orders or change requests created from the change template.

Actions/Toolbar Commands

These actions are only available when the change template is in the Inactive state. The actions are available to Change Administrators in fast track. The actions are available to owners of templates.

Action Description For More Information
Actions > Import Imports questions to the questionnaire from a .csv file on your local computer. Importing Questions Into a Questionnaire
Actions > Export Exports all of the questions in the questionnaire in a . csv file that is downloaded to your local computer. -
Actions > Copy Existing Allows you to search for and copy existing questions into the questionnaire. If the selected question has sub-questions, the entire question hierarchy is copied into this questionnaire.

You can change the response value for each copied question in the search results or after submitting your selections to the questionnaire.

 Collaboration and Approvals User's Guide: Predefined Queries
Actions > Delete Deletes the selected questions. Click OK to confirm. -
Actions > Active/Inactive Toggles the selected questions between the Active and Inactive states.

A question must be in the Active state when an object is created from the template for it to be added to the new object.

This action only works with questions. It does not work with other items.

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Actions > Related > Assign Assigns a related object to the question. The types of related objects that you can assign to a question depends on the type of questionnaire.

The search results contain only valid objects that can be assigned to the question.

In the search results, select the response for the question that will cause the assigned related objects to be associated with the objects created from the template.

 Collaboration and Approvals User's Guide: Predefined Queries
Actions > Related > Disconnect Disconnects the selected related object from the question. -
Move Up Moves the selected question up in the questionnaire's order.

The page must be in Edit mode to use this action.

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Move Down Moves the selected question down in the questionnaire's order.

The page must be in Edit mode to use this action.

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Enable Edit Toggles the page into Edit mode. In Edit mode, you can add rows for new questions and edit the Question (question text), Description, and Response fields for existing questions. -
Disable Edit Toggles the page into View mode. All information is read-only. -
Insert New Row Inserts a new row in the table so that you can add a question.

The page must be in Edit mode to use this action.

 Creating a Questionnaire
Remove Inserted Rows Removes an inserted row that has not yet been saved. If you have already saved your edits, you cannot remove the inserted row, but you can still delete it.

The page must be in Edit mode to use this action.

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