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Documents > Questionnaires

Introduction

Surveys are a functionality that allows you to conduct survey activities.
Each questionnaire document consists of topics, which, in turn, consist of questions and answers.
Various types of data can be used as answers to questions, such as:

text,
number,
date and time,
logical answers,
lists,
photo options.

This section contains primary information about each questionnaire document collected separately by the field staff.

Appearance of the list of documents

By default, the appearance of the list of documents Questionnaires look like this:

Document List Attributes

Code	Document code assigned by the system in the mobile application.
Name	Name of the questionnaire template on the basis of which the document was created.
Employee	Full name of the employee who created the document on the mobile device.
Code Outlet	Code of the point of sale assigned by the system in the mobile application.
Outlet	Point of sale where and for whom field document was created by employee.
National chain	National chain to which the outlet belongs.
Regional chain	Regional chain to which the outlet belongs.
Address	Address of the location of the outlet where field document was made and where it is necessary to deliver the products or something like that.
Accepted in ERP	Status of receiving the document by ERP. Presence of this status means that the ERP has informed that the document has been accepted.
Sent to ERP	Status of sending the document from ST-Mobi.com to ERP, but its receiving has not yet been confirmed.
Comment	Text comment left by an employee on a mobile device during the application process. It may contain important information about client or about document.
Note	Text note to the point of sale.
Date	Date and time the document was created. The value is taken from the system time on the mobile device.
Manager	Name of the head of the mobile employee team, which includes the agent who issued the document.
Additional attribute (one or more)	Additional information about document, informational (for viewing only) or of a collective nature.

If not all columns fit on the screen, horizontal scrolling of the screen appears to the right and left.
Display of columns, their width and relative position can be customized.

Additional features of the document list

Title	Description	Icon	Example
Downloading photos	Downloading photos for the selected time period. Information downloading to your personal computer in a zip archive. Archive contains folders with the names of employees written in Latin letters, inside the folders of employees there are outlets and their addresses. Inside the folders of retail outlets there are photos with file names in the format: PhotoDate_UniqueIdentifier
Export to Excel	Exporting the tabular part of all the questionnaire documents for the selected period in MS Excel format.

Detailed viewing of documents

To view all the details of the document, including information about the answers to questions, click on the button on the general list of documents.
Blue frame contains information about the employee who conducted the survey, the outlet where it was conducted and the date of the survey.
Survey topics are highlighted in gray frames, within which questions and answers received from employees' mobile devices are located.

Additional features for detailed document viewing

Title	Description	Icon	Examples
Changing the document type	Changing the presentation of information from a list view to a tabular view. Topics of the questions become columns, the questions become rows.
Export to Excel	Exporting information from the questionnaire document to MS Excel format. Photos are uploaded as links.
Export to PDF	Exporting information from the questionnaire document in PDF format. Photos are uploaded as links.
Sending to Print	Preparing information from a document for printing using the functions of a web browser.
Sending by E-mail	Sending information from the document to the specified e-mail address.

Creating Questionnaire in Web interface

As a rule, questionnaire documents are sent to the Cloud from a mobile application created by field agents.
But it is also possible to create a questionnaire document in the office part.
To do this, use the button at the top of the page.

This function can be useful, for example, to create a document from which mobile employees will receive historical values for their questionnaires.
Clicking on it opens the document creation window.

On the first tab, you need to select the questionnaire template for which the document will be created,
Specify the mobile employee on whose behalf the document is being created,
Select a point of sale from those in which the questionnaire template should be available and which are located in the employee's territory.
Also, you need to specify the code of the new document,
Optionally you can write a comment to it.

On Questionnaire Template tab, you can check the template parameters.
On Questionnaire tab, you can start filling out the document directly.

Survey topics are switched using left and right arrows at the top of the window.
Answers to the questions are filled in main part of the window.
Using the button at the top left, you can switch the viewing modes.

After entering the answers to the questions, you need to save the document.
New document will immediately appear in the general list of documents and will be available for viewing in the web part.
And also new document will be uploaded into ST-Mobile Trade to the employee specified when creating the document the next time he is synchronized.