Adding a Questionnaire to a Master Document

You can add a questionnaire to a master document just as you would with any other document. See Creating a Document Questionnaire for detailed instructions.

Note: The following "Syncing Copy Questionnaires with the Master Questionnaire" and "Facilitating the Localization of Synced Questionnaires" sections that follow also apply to a stand-alone questionnaire master.

Syncing Copy Questionnaires with the Master Questionnaire

You have the option of locking the structure and most settings of the questionnaire in a copy by syncing it with the master document's questionnaire or with the master stand-alone questionnaire. Then, localized copy owners will be able to localize the text for section headings, questions, answers, and the questionnaire introduction, but will not be able to add or delete questions or change most questionnaire settings.

To learn about sync options, see About Sync Modes.

For instructions on selecting a sync mode while adding or editing a localized copy, see Creating a Master Document/Questionnaire for Localization Workflow, step 14, or Accessing Localized Copies from within the Master Document/Questionnaire.

Facilitating the Localization of Synced Questionnaires

After creating a questionnaire in a master document that is synced with its localized copies, or creating a stand-alone questionnaire as a master, you can export that questionnaire, which automatically creates a Microsoft® Excel® spreadsheet for each of the currently synced localized copies assigned a different language than the master. Each spreadsheet contains the master questionnaire's introduction, section headings, questions, and answers. You can then send the questionnaire export files to the localized copy owners, who can handle their translation or modification.

Notes:

  • The Export option is only available if at least one of the localized copies is assigned a different language than the master.
  • While you can export a questionnaire from a master, you cannot import one into a master. Importing is only available for localized copies.
  • You can export a questionnaire while a master is in any status except archived.
  • You can export a questionnaire from a master regardless of the Master/Copy Mode settings of its localized copies.
  1. Open a master document that has a questionnaire or a master stand-alone questionnaire, and then click the Edit Questionnaire or View Questionnaire tab.
  2. Near the upper right corner of the window, click Export.
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  1. A prompt appears giving you the option of opening or saving the exported file. Click Save.
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  1. At the next prompt, click Open Folder.
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You should see a compressed file folder with a name in the following format:

[document ID]_QuestionaireForTranslationExportFiles_[year, month, hour, minute, second].zip

For example:

370_QuestionaireForTranslationExportFiles_2014_09_30_10_06_40.zip

  1. Extract the folder's contents to a location of your choice. You should now see one or more Excel (.xls) files named with the following format:

[document ID]_[language code]_QuestionaireForTranslationExportFiles_[year, month, hour, minute, second].xls

For example:

371_fr-FR_QuestionaireExportForTranslationFile_2014_09_30_10_06_40.xls

Important: The number of exported Excel files may or may not be the same as the number of localized copies. An export file is created only if a copy's selected language is different than the master's and is not None.

  1. Either copy the extracted Excel files to a network drive where copy owners can access them or email the files to them.
  2. Refer copy owners to Prepare and Import a Questionnaire Translation File .