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Introduction
Questionnaires - functionality that allows you to conduct survey activities on any topic or collect information with reference to product items.
Each survey (Questionnaire template) consists of topics, which, in turn, consist of questions.
Various types of data can be used as answers to questions, such as text, numbers, date and time, logical answers, lists of options and photos.
The questionnaire template is a constructor that allows you to create a set of slices of the collected information.
Appearance of the list of Questionnaire Templates
By default, the appearance of the list of questionnaire templates available in the system looks like this:
Attributes of list of Questionnaire Templates
Title | Description |
|---|---|
| Name | Name of the questionnaire template. |
Description | Description of the purpose of data collection on the questionnaire. |
View Mode | Mode of displaying the questionnaire in the mobile application (table or list). |
Active since | Begin of the activity period of the questionnaire template. |
Active by | End of the period of activity of the questionnaire template. |
| One-time | Indication that the questionnaire template is disposable is set when creating the template. |
| Author | Name of the user who created the questionnaire template. |
Copy / Clone | Creating a new questionnaire template based on an existing one. |
Edit | Making changes to the existing questionnaire template. |
Delete | Note about deleting the questionnaire template. |
Creating new questionnaire template
To proceed to the creation of a new questionnaire template, based on which information will be collected in the mobile application, you need to click Add 
on the template list screen.
General Template Settings
After clicking the button to create a new questionnaire template, a window with template parameters will open.
Settings window displays:
- typical name,
- period of activity,
- outlets participating in data collection (by default, template applies to all records),
- employees participating in data collection (by default, template applies to all records),
- sign of one-time SHOL.
To change these settings, click on the edit button on the right 
.
Description of template settings
| Title | Description | Mobile Application View |
|---|---|---|
Name | Name of the questionnaire template. |
|
Description | Description of the purpose of the information collected or other nuances. Description will be available to field staff as a separate item when studying the questionnaire. |
|
Activity | Period of activity of the event. It is not possible to collect data on mobile devices outside of the activity period. | - |
View Mode | Mode of displaying the questionnaire on a mobile device:
Table is used most often to collect field information in a mode similar to the work of other documents in a mobile application. List is used to collect any other field information. | Список:
Таблица:
|
One-time | Indicates that the questionnaire template is disposable. After creating and filling out a questionnaire document using such a template, none of the field employees will no longer have the opportunity to create another questionnaire document using the same template at the same outlet! This feature only works starting from ST-Mobile version 4.5 and higher. | - |
If you do not select outlets or employees, the template will be available to all employees from all customers.
After filling in all the information, it is necessary to press the button 
.
This will close the editing block of the basic properties of the template.
After that, you need to add at least one topic and at least one question for that topic.
Adding theme to template
Theme is created to combine questions into logical groups, as well as visually separate questions on mobile devices.
To add a new topic to the questionnaire template, click Add theme 
, then enter the name of the topic in the window that appears.
There can be many topics containing different questions in one template.
Additional features for working with themes
| Title | Description | Icon | Example |
|---|---|---|---|
Order of topics | It is used to change the order and display of topics in the questionnaire template. |
|
|
Change Topic and Question fields size | If there are a lot of questions in the topic, you can hide them from the display area by clicking on the icon. |
|
|
Change Topic name | To change the name of the topic, click on the icon with the pencil symbol. |
|
|
Delete Theme | Deleting a topic from the list of topics of the current questionnaire template. |
| - |
Adding question to topic
Basic Question Settings
Questions are those data slices that need to be collected by field staff while filling out the Questionnaire document.
To add a new question to the topic, click Add question 
and enter the name of the question in the window that appears.
Additional features of working with questions
| Title | Description | Icon | Example |
|---|---|---|---|
Order questions | It is used to change the order and display of questions in the topic of the questionnaire template. To change the order, just hold down the left mouse button on the icon and drag the question to the right place. |
|
|
Copy / Clone questions | Copying the question for further editing. To create a new question in the current topic based on a previously created one. |
|
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Delete questions | Deleting a question from the current topic. |
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|
Mark question as editable | New questions when editing a topic are marked with an exclamation mark icon to reflect the list of questions created in the current session and to be edited before saving the topic. |
|
|
Filling question attributes
Initially, the question is created with standard attributes, and in order to change them, you need to click the edit button next to the question.
Editing the question unfolds in the entire template creation window.
Question settings determine the behavior of the mobile application when collecting data in the question.
Question attributes that can be set here:
Question text
Enter the question text as a string.
Question type
- Optional - mobile application allows you to leave the answer blank.
- Mandatory - mobile application does not allow you to save the questionnaire without answering the question.
- Read-only - mobile application does not allow you to change the value of the response.
Attaching Photo
Photos not allowed - there is no way to attach a photo confirmation to answer.
Photo allowed - the ability to attach a photo confirmation to the answer (this rule does not apply to a question with Photo type).
Response type
Question may involve entering answers in various data entry formats on mobile devices.
| Title | Description | Office Web Application | Mobile Field Application |
|---|---|---|---|
String | Any text. |
|
|
Integer | Integer numeric values. It is possible to set the default value. When responding, it is possible to set a different value. |
|
|
Fractional | Fractional numeric values It is possible to set the default value. When responding, it is possible to set a different value. |
|
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Date and Time | Specifying date and then time. |
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Date | Only date. |
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Time | Only time. |
|
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Selection from list | Selecting one value from preset list. Values for selection are set via the Add button. |
|
|
Multiple selection from list | Selecting one or more values from preset list. Values for selection are set via the Add button. |
|
|
Photo | Attach a photo as response. Be sure to assign Photo allowed in the Attach photo field. You cannot set default value for this type of data entry. |
| Clicking on the cell opens the camera on the device. |
Да / Нет | Choose Yes or No. |
| Clicking on the cell switches the yes and no values in a circle. |
Yes / No / I don't know | Choose Yes, No or I don't know. |
| When you click on a cell, the values yes, no and don't know are switched in a circle. |
Barcode | Scanning barcode of SKU or POSM as response. |
| By clicking on the cell, you can enter the value manually. |
Source of default values
Title | Description | Office Web Application | Mobile Field Application |
|---|---|---|---|
Source of default values |
|
|
|
Default values
To speed up data entry on the question, a default value can be defined, which will be filled in on the mobile device when the questionnaire is opened.
Additional options for working with default values.
| Title | Description | Icon | Example |
|---|---|---|---|
Order of default values | Used to change the order and display the answer values in the current question on the employee's device. To change the order, just hold down the left mouse button on the icon and drag the value to the desired location. |
|
|
Edit default value | To edit the default value. |
|
|
Remove default value | To remove a value from the list of default answer values for the current question. |
|
|
Selection by SKUs
If data collected in the question is directly related to product items and should be collected in relation to them, it is necessary to select groups of nomenclature or items in the field of product selection.
. After that, you can proceed to adding or changing another question, or save the template using the button Save
.Changes will be recorded in the questionnaire template and it will appear in the list.
Additional features of working with questionnaire in mobile application
During and after the employee fills in all the necessary fields of the Questionnaire (answers to questions), it is possible to use the context menu buttons 
in the ST-Mobile Trade app:
| Title | Description | Office Web Application | Mobile Field Application |
|---|---|---|---|
Information | To display the description of the questionnaire, click "Information" in the context menu. |
|
|
Comment | Ability to enter a general comment on filling out the Questionnaire in the mobile application. | Comment will be displayed in the sections:
|
|
Source of default values | Employee chooses which source to use:
|
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Clear | Deleting all previously entered data in current session of filling out questionnaire. | - |
|
Adjust width of the first column | Ability to expand/narrow width of first column with questionnaire questions by entering a numeric value (by default 40). | - |
|
Editing questionnaire template
To switch to the edit mode of an existing questionnaire template, click Edit 
in the general list of templates.
The basic template settings can be changed without any consequences:
- name,
- description,
- display mode,
- validity period,
- binding to employees and customers.
Principle of operation of questionnaire functionality implies editing topics and adding new questions to template, but previously saved questions are not subject to editing.
Changing the name of the template, its description, the names of topics and a list of new questions will be displayed on the employee's device after receiving the full database.
Documents and Reports on questionnaires are generated based on the data received from employees' mobile devices.
After that, assign the start of the activity on the next day after the completion of the previous template.
Copying questionnaire template
Copying a template performs the operation of creating a new template with the transfer of settings, topics and questions from the selected one.
To copy the template, click Copy 
in general list of templates.
When you click on the button, a new template for editing with the values of the parent template will be displayed on the screen.
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