Use this Use this page to establish Question(s) for Questionnaires.  The Question will display on Questionnaire within a specific Question Category.  Select Resale > Setup > Manage Question.  Note - Question(s) are a prerequisite for setting up a Questionnaire.  Also, a merge document is needed to set up Questionnaire.


Overview   

1.    Click Add Category.

2.    When this page is open, the following selections must be updated: 

  • Category - Choose Question Category for the Question.   
  • Type - Supports the following Answer formats:
    • Text - Answer in text box format.
    • Multi Text - Answer in longer text box format.
    • Date - Answer in date format - MM/DD/YYYY.
    • CheckBox - Answer "Yes/No" Question with checkbox format - checked = "Yes", not check = 
      "No".
    • Number - Answer in number format, with comma as thousand separator.  
    • Drop Down - Answer in drop down list fomat. 
    • CheckBox List - Answer in checkbox list format.
  • Expire Option - Use this option to set the expiration option for the file/document with the following:
    • Never Expire - Document/file will never expire.
    • Annually - Document/file will expire on an annual basis.
    • Monthly - Document/file will expire on a monthly basis.
    • Per Order - Document/file will expire per resale order.
    • Quarterly - Document/file will expire on a quarterly basis.
    • Semi-Annually - Document/file will expire on a semi-annual basis.
  • Question - Enter in Question for Questionnaire.

Sub Questions

Use this page to establish Sub Question(s) for Questionnaires.  Sub Questions are optional.   Note - Sub Question(s) cannot be attached unless they are first set up on Question page.

1.    Click on Sub Questions.  

2.    Choose Sub Question from drop down menu, and click on arrow to add to Question.  Note - Sub Question has to first be set up as a Question.  Also, Sub Question can only be assigned to 1 Question, and cannot be reused as a Question.

3.    Use side arrows to change order of Sub Question.

4.    Click Save when completed.

Choices

Use this page to establish Choice(s) for Questions.  Note - Choice can only be setup if Question format is either Drop Down or Checkbox List. 1.    Click pencil to edit Question and/or Sub Question. 

2.    Click Choices.

3.   Click Add Choice.

4.    Enter name of Choice.  Note - Multiple Choices can be added.

5.    Click Save when completed.



Additional Items on Manage ReSale Product Category

Manage Category

Click Manage Category to access setup page for Question Category.

Click here for instructions to Manage Question Category.

Manage Answer

Click Manage Answer to access setup page for Manage Association Answer.

Click here for instructions to Manage Association Answer.

ReOrder

Click ReOrder to modify sequence of the Questions and/or Sub Questions that show on Questionnaire.

1.    Click on Question or Sub Question.

2.    Use arrows on the side to move the Question or Sub Question to the required position.

3.    Click Save when completed.

4.    Click Save when completed.