Changing a Questionnaire

Your ability to change a questionnaire varies depending on whether it is a stand-alone questionnaire or a questionnaire in a document.

Changing a Stand-Alone Questionnaire

The content (questions and answers) of a stand-alone questionnaire can only be edited while it is in Draft or Collaboration status (see Editing Questions, Answers, and Sections below for details). If you need to edit a stand-alone questionnaire's content after it has been submitted for review or approval, you must use the Send to Draft option first (see Sending a Document or Questionnaire Back to Draft). To make changes to a stand-alone questionnaire's content after it has been approved, you must create a new version of it (see Doing a Periodic Review and Creating a New Version).

You can change any questionnaire settings while a stand-alone questionnaire is in Draft or Collaboration status. You can change only the following questionnaire settings while a stand-alone questionnaire is in Review or Approval status:

• Confidentiality
• Disable Numbering
• Questionnaire Results options

To make changes to other questionnaire settings while a stand-alone questionnaire is in Review or Approval status, you must use the Send to Draft option first (see Sending a Document or Questionnaire Back to Draft). To make changes to a stand-alone questionnaire's settings after it has been approved, you must create a new version of it (see Doing a Periodic Review and Creating a New Version).

Changing a Document Questionnaire

You can edit the content (questions and answers) and settings of a document questionnaire while the document is in Draft, Collaboration, Review, or Approval status (see Editing Questions, Answers, and Sections below for details). If you need to edit a document questionnaire after the document has been published, you must create a new version of the document (see Doing a Periodic Review and Creating a New Version) or ask your PolicyTech administrator to edit the document in its current state.

Editing Questions, Answers, and Sections

1. Do one of the following:

• To edit the content of a stand-alone questionnaire, find and open it in Draft or Collaboration status.
• To edit the content of a document questionnaire, open the document in the Draft, Collaboration, Review, or Approval status, and then click the Edit Questionnaire tab.

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2. Do any of the following:

• Add a section, question, answer, or subquestion (see Adding Questions and Answers to a Questionnaire if you need help).
• To make changes to a question, its answers, or its settings, click after the question text.

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• To edit a subquestion, click before the parent answer to show the subquestion, and then click after the subquestion text.
• To change a section heading, click its text.
• To reorder questions, simply drag a question to a new location.
• To move a question to a different section, drag it there.

Important: Deleting a section also deletes all questions currently assigned to that section. Deleting a question also deletes its answers and any subquestions attached to those answers.

Helpful Answer Shortcuts

In the Questions & Answers window, click one of the following icons displayed after an answer to go directly to the corresponding feature or setting:

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