Changes for page Create A Questionnaire

Last modified by David Stadnyk on 2026/04/21 15:55

From 9.1 to 8.1

From version 12.1

edited by David Stadnyk
on 2026/04/21 15:55

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To version 9.1

edited by Isaac Mejia
on 2026/02/05 15:07

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  {{include reference="KBArticleHeader.WebHome"/}}
--= Create a Questionnaire =
++= Create A Questionnaire =
--Questionnaires allow you to create custom online forms for your members, such as waivers, health forms, PAR-Qs, and more.
++{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-a-questionnaire_1484292346>>https://membersolutions-9221154.hs-sites.com/kb/create-a-questionnaire_1484292346]]{{/info}}
------
++*  [[Setup>>Setup_1619099713.html]]
--== Navigating to Questionnaires ==
++*  [[Personalize>>Personalize_1619591434.html]]
--1. Click **Setup** in the left-hand navigation sidebar.
--1. Hover over **Personalize** to expand its submenu.
--1. Click **Questionnaires**.
++  Create A Questionnaire
--This opens the **Questionnaires** list, which displays all existing questionnaires with the following columns:
++     Created by
++     Amith on Feb 05, 2021
--|=Column|=Description
--|**ID**|A unique identifier for the questionnaire.
--|**Name**|The name of the questionnaire.
--|**Mandatory**|Whether the questionnaire is mandatory for members to complete.
--|**Self Registration**|Whether the questionnaire is presented to members who self-register.
--|**Status**|Whether the questionnaire is currently Enabled or Disabled.
--|**Actions**|Links to Enable/Disable, Edit, or Delete the questionnaire.
++Create questionnaires and online forms within your site. You can create waivers, lifestyle and health forms, PAR-Q's... whatever you like!
------
++Click **Setup**
--== Creating a New Questionnaire ==
++* Click **Personalize**
--Click **Add New** in the top right of the Questionnaires list to open the **Add Questionnaire** screen.
++* Click **Questionnaires**
--=== Settings ===
++* Click **Add Questionnaire**
--Configure the following options before building the questionnaire:
++[[image:kb-1484292346-1484358006-1.png]]
--|=Field|=Description
--|**Name** //(required)//|The name of the questionnaire.
--|**Mandatory**|If set to //Yes//, all members will be required to complete this questionnaire.
--|**Tagged to Self Registration**|If set to //Yes//, members who self-register will be prompted to complete this questionnaire.
--|**Digital Acceptance Required**|If set to //Yes//, members must digitally accept the questionnaire before submitting.
++* Enter a **Name** for your questionnaire
--=== Building the Questionnaire ===
++* Select whether or not it will be a **Mandatory **questionnaire
--Use the three buttons below the settings to add fields to the questionnaire:
++* Select whether or not the questionnaire will be **Tagged to Self Registration**, which means that clients who self-register themselves will have to complete the questionnaire.
--* **Add Text Field Only** – Adds a block of text with no response field. Use this to introduce the questionnaire or provide instructions to the member. It is recommended to start every questionnaire with a Text Field.
--* **Question with Text Answer** – Adds a question with a free-text response field. A mandatory setting can be configured for each question individually.
--* **Question with YES | NO** – Adds a question with a Yes/No response. A mandatory setting can also be configured per question.
++* Select whether or not **Digital Acceptance **is required.
--Add as many fields as needed. Each field appears as a row in the builder with a text entry area and the following controls on the right:
++Now, it's time to build your questionnaire. You can choose to either Add Text Field, add a Question with Text Answer or a Question with Yes/No response.
--* **Mandatory** dropdown //(Questions only)// — Set to //Yes// or //No// to control whether the question is required. Text Fields do not have a mandatory setting.
--* **▼ / ▲ arrows** — Move the field down or up to reorder it within the questionnaire.
--* **Remove** – Deletes the field from the questionnaire.
++[[image:kb-1484292346-1484358012-1.png]]
--Once complete, click **Save and Exit** to save the questionnaire, or **Back** to return to the Questionnaires list without saving.
++* We recommend starting off with a **Text Field** to introduce the questionnaire to your clients and for any instructions you may have.
++[[image:kb-1484292346-1484358018-1.png]]
++
++* If you'd like to add a **Question with Yes/No**, select that option. You can also select whether or not each specific question is mandatory using the corresponding drop-down menu.
++
++[[image:kb-1484292346-1484358024-1.png]]
++
++* To add a **Question with Text Answer**, select that option. Again, you can select whether or not this question is mandatory.
++
++[[image:kb-1484292346-1484358030-1.png]]
++Add as many fields as you want. Once you're all done, click **Save and Exit**.
++
++**NOTE:**
++
++* You can use the arrows besides each field to shift it either up or down.
++
++* You can click
++
++**Remove** to delete a question
++
++[[image:kb-1484292346-1484358036-1.png]]
++
  {{include reference="KBSupportCTA.WebHome"/}}
++