Question Management

The question management module enables managers to create/update question sets, tasks and questions for a call form.

It is available at:

Team | Manage | Call Form | Questions

The question management screen uses the General Management page layout.

Question Screen Navigation

Elements of screen navigation:

Toolbar - task and question actions for a call form.
Left Panel - navigation between call form, question sets, tasks and questions.
Right Panel - area to view/add/edit/move question sets, tasks, questions selected in the left panel

Toolbar

Uploads

Drop down list of available uploads for Tasks and Questions. These uploads enable the process of changing authorizations or adding questions in bulk when large changes are necessary.

Display Inactive

Choosing the checkbox for Display Inactive updates the left and right panels to display all active and Inactive Question Sets, Tasks and Questions(future)

Export

Button to export a list of Question Sets, Tasks or Questions(future) in the right panel.

Example question set Excel export.

Expand All

Button to expand all Question Sets and Tasks in the right panel to display the details not available on the header. Question Sets, Tasks and Questions can be opened on at a time by selecting the name.

Closed Question Set

Expanded Question Set

Left Panel

Call forms are broken into group of questions called Question Set and Tasks. The left panel is used to navigate between Call Forms, Question Sets. and Tasks.

A key at the top shows the different icons used to denote each of these groups of questions.

Below the key is a list of all of the Question Sets and Tasks in a call form displayed in a hierarchy format. Question Sets are within call forms and Tasks are within Question Sets.

Example call form hierarchy in left navigation panel

Clicking an item in the left panel displays the contents in the right panel and highlights it in green

Call Form: Target Break-Fix Continuity 2024

Question Set: Target Break Fix Continuity 2024

Task: Visit Guidelines

Right Panel

The right panel displays Question Sets, Tasks and Questions (future) in order to reorder and add/edit them. The items displayed in the right panel are clicked on in the left panel.

Question Sets

A question set it a group of tasks on a call form. Each call form has a question set with the name of the call form by default and question sets from other call form can be associated to a call form.

To view the question sets for a call form click the Call Form name in the left panel.

Header Information

Right Panel Header

The header in the right panel for question sets displays information about the call form the question sets are in.

Call form name: Call Form: Amazon Fred Meyer Smart Home Display Placement Q4 2023
Call form id: (ID: 17468)

Question Set Header

The header of the Question Set has the following information

Drag icon - icon used to drag /update the question set order
Order number - order the question set is displayed on the call form.
Question Set ID - unique identifier for question set
Question Set name - name of the question set. clicking the name opens the edit panel for the question set

Reorder

Question sets are displayed in the right and left panels in the order they display on the call form

To reorder a question set click the grab icon

and drag the question set above or below another question set to the drop area. Letting go of the Question Set in the drop area drops it in the new location.

The question set it then reordered with its tasks and questions to the new location on the call form.

Associate

Existing Question Sets are associated with a call form to add the tasks and questions within the question set to the call form.

To begin associating a question set click on the Associate Question Set area above or below a question set.

The Question Set Association add box is opened

Next enter the name or partial name of the question set to associate to this call form in the Search for Question Sets search box.

Next, select the question set to associate to the call form. It will appear in the search box

Note: More than one Question Set can be associated to the call form at the same time by repeating the search and select steps.

Next, select the Start Date the question set(s) should start appearing on the call form.

Last, click the Save button to add the question set to the call form in the position selected.

The question set is added and displayed in the list of question sets on the call form.

Note: Clicking the tasks link on the question set card displays the tasks in the question set.

Tasks

A task is a group of questions on a call form. Each call form has at least one question set with a task. Questions are added to tasks.

To view the tasks for a question set click the question set name in the left panel.

Header Information

Right Panel Header

The header in the right panel for tasks displays information about the question set the tasks are in.

Question Set name: Question Set: Target Break Fix Continuity 2024
Question Set ID: (ID: 9802) - unique identifier for this questions set in IC
Number of Tasks used: displays the number of tasks used in question set and lists the task limit of 50 per question set.

Task Header

The header of the Tasks has the following information:

Drag icon - icon used to drag /update the question set order
Order number
Task ID - unique identifier for task
Task name - name of task. Clicking the name opens the edit panel for the task
Data Points - total number of data points in the task. IC has a limit of 200 data points per task. Clicking this link displays the questions in this task.

Reorder

Tasks are displayed in the right and left panels in the order they display on the call form

To reorder a task click the grab icon

and drag the task above or below another task to the drop area. Letting go of the task in the drop area drops it in the new location.

The task is then reordered to the new location in the question set.

Edit Task

Tasks are edited by clicking the task name on the task in the right panel

The edit panel is opened displaying the fields that can be edited

Editable Fields:

Start Date - Start date of task
End Date - End date of task. Defaulted to standard end date
Is Authorized For All (Visit Roles) - defaulted to checked
Visit Roles - what role on the call form should see this task.
There are two options (Primary, Secondary)

Click the Save button to save any changes to the task.

Add Task

Tasks are added by clicking the area above or below the current tasks to open a new task form.

A task add form is opened below the position clicked.

Fill in the task Add Fields:

Task ID - unique id for each task
Start Date - date the task is displayed on the question set and call form
End Date - date the task is no longer displayed on the question set
Is Authorized for All (visit roles) - default is checked
Visit Roles - what role on the call form should see this task.
There are two options (Primary, Secondary)

To Save the new Task click the save button.

Copy Task

Tasks are copied to a question set by clicking the copy task icon on the task card

The copy panel is opened, enter the fields to copy the current task to a question set

Editable Fields:

New Task Name - name of new task created
Start Date - date the task is first displayed in the question set on call form
Question Set - search/drop-down to select question set to place the new copied task.

Click the Copy Task button to execute the copy.

Uploads

Question Management enables users to upload things that can be done one by one in the management screens. This is enabled to increase efficiency and accuracy.

The following uploads are available:

Task - Store Authorizations
Upload a list of stores to add where a task(s) is visible on the call form
Task - Chain Authorizations
Upload a list of chains to add where a task(s) is visible on the call form
Task - Store Deauthorizations
Upload a list to remove stores where a task(s) is visible on the call form
Task - Chain Deauthorizations
Upload a list to remove chains where a task(s) is visible on the call form
Question Bulk Upload
Question Bulk Upload article
Question - Item Associations
Upload a list of items/to question and set a start and end date
Question - Chain Authorizations
Upload a list of chains to add where a question(s) is visible on the call form
Question - Store Authorizations
Upload a list of stores to add where a question(s) is visible on the call form
Question - Chain Deauthorizations
Upload a list to remove chains where a question(s) is visible on the call form
Question - Store Deauthorizations
Upload a list to remove stores where a question(s) is visible on the call form

Process for uploading

The upload process is the same for all uploads. The data require in each upload is different depending on the upload type selected.

The basic steps for uploading are:

Select Upload

Selecting an "Upload" choice opens the upload dialog box.

The upload dialog box contains the following elements:

General Instructions - steps to perform the upload
Template download link - click the link to download the upload template
File upload selection button

Download and fill out template

To start an upload click the Template link to download the upload template.

Fill in the template with the required IDs and information.

Example Upload template for Store to Task Authorization

Save the completed upload template somewhere accessible on the computer.

Select file of the filled-out template

Click the select file button

Select the filled-out template where it is saved on the computer or file storage

Next click the upload button to begin the upload process

The status bar will show the progress and the stats below display the

Total Number of Uploaded...
Total Number of Upload ... Added/Updated

Clicking the Download Status button downloads the upload template with statuses for each display row.

Questions

Accessing Questions

Questions are accessed in the Question Management screen by clicking on a task on the left panel.

In the example:

Question Set: Target Continuity - TV&Home Electronics
Task: Music Systems Part 1
The questions are listed in the right panel for the Question Set and Task

Questions displayed in the right panel are available for Editing and Moving existing questions and adding new or library questions.

Questions are listed in the order field reps will see them in icMobile when answering the questions during store visits.

Question Right Panel Header

At the top of the right panel is a header displaying Question Set and Task information. The Questions are displayed below the header and the header remains static as questions are scrolled.

Review of information in Question header

Question Set
- Question Set name - name of question set
- Question Set ID - unique id of question set
Task
- Task Name - name of task
- Task ID - unique id of task - useful for bulk uploads
- Data Points - number of data points used by active questions in task
- Data Point Limit - there is a 200 data point limit in tasks.
  - The data point count includes store and item questions.
  - Store questions - each question equals one data point. Header questions are not included in the data point limit because they are for display only no data is collected.
  - Item questions - data point counts are determined by multiplying the item question by the number of items authorized. Item Question X Items authorized = data points

Question Header

Each question is displayed as a rectangle with information summarizing the detailed question setup.

The summary information on the Question Header is displayed in two rows. Two questions are listed to show all features:

Row 1

Drag handle - used to drag a question to a new order position in the task
Checkbox - used to select a question for bulk actions
Question order number - denotes the order questions display within task on icMobile app
Picture icon - indicator instruction image uiploaded for question
Question ID - unique ID to identify this question, used in bulk uploads
Question Name - question text displayed on icMobile app for the question

Row 2

Question Type - two options store or item questions. Indicated by icons
Answer Type - 12 options for question answers from image to numeric. See Adding Questions.
Start Date - first date the question is displayed in task on call form.
Parent ID- id of question within task that triggers display of this question in the task.
- Note: Hovering over the parent question id displays the parent text
- Note: Clicking the parent question id scrolls the question list to the parent question

Adding Questions

Questions are added in the right panel by hovering over the space between, above or below questions.

Two options to add questions to a task: Custom and Library Question.

Custom Question - questions made from scratch providing the most flexibility.
Library Question - question search from a list of pre-configured questions. Add questions in bulk quickly with configuration after.
Note: Library questions are often used by Analytics professionals to provide consistency. Library questions contain a library question id which remains consistent regardless of the number of times the question is used.

Add Custom Question

Custom questions are created from scratch and provides the most flexibility.

To add a new custom question hover over the area between, below or above the question to add the new question.

Question Add Form

The new custom question add form is opened and the details tab is selected.

The form contains additional tabs that become available after saving the details tab. Tabs are selectively available based on the type of question being setup.

Question Tabs Definition

Details - basic question attributes
Choices - setup of answer choices for yes/no, single and multi-select questions
Parent - select the parent and choice to trigger display of this question.
Items - used to configure the date range items are visible for a question in a grid.
Authorizations - select the chains and stores a question is visible in
Grid Order - configure the display order of items in a grid. (Only grid questions).

Details tab

Below are the form fields in the details tab and a definition of each field

Question ID - unique number for this question. Used for bulk uploads. Automatically assigned after saving details.
Question Name - Question text to ask on the call form.
Question Type - two options.
- Store - questions asked about what is happening in the location.
- Item - questions asked about item/product/sku in the location.
Answer Type - 12 options for question answers.
- Comment - long text answer, field grows with multiple lines of text - 3000 characters
- Date - date calendar selector
- Drop Down Single Select - provide multiple choices user can only select one
- Grid of Sku Questions - store level question which is a placeholder for a grid of sku qestions on the call form. Sku questions are connected to this grid question during setup.
- Header Question - image and text for call form instructions
- Image - live picture or picture from gallery is the answer
- Multi Select - provide multiple choices user can only select one
  - Question can be parent of conditional question
- Yes/No -single select preconfigured for Yes or No answer
  - Question can be parent of conditional question
- Signature - field to collect a signature signed with a persons finger on call form
- Text - short text answer
- Time - select the time from a hour and minute picker
- Numeric - numeric answer. Configurable for number type and allowed type.
  - Allowed Type
    - Any - default
    - Range
    - Max
    - Min
  - Type of Number
    - Any - default
    - Whole Numbers
    - Decimal
    - Price
Is Required - checked means answering the question is required to complete the call form
Is Authorized for All Locations - checked means the question is asked in all retailers and stores.
Grid Question - (Only Item Question type) - drop down to select the grid question the item question is associated.
Start Date - first date the question is displayed on the call form task
End Date - last date the question is displayed on the call form task
Default Answer - (optional) inserts a default answer for the question. If question is required the app user only has to change the value if it is different.
Display Additional Information - formatted question text displayed below the Question name to provide additional details about what the question is asking.
One and Done - choosing this option offers only one answer to this question from all visitors for this call form. Please review this article before selecting.
Instruction Picture - Image displayed below the additional information text to provide additional details about what the question is asking.

Clicking the Save button saves the details form and makes active other question add tabs based on question answer type.

Choice tab
The choices tab is used to add and configure choices for single, multi-select and yes/no questions.

Edit Choices

The following fields are available to edit when opening the Choices tab.

ChoiceID - automatically assigned.
Text - Choice text displayed for question in drop down.
Active - is the choice displayed
Default - field to choose the default answer to a question
Compliant - field utilized in analytics to determine if a choice determines something is compliant
Authorized for All - choice is authorized for all items by default(checked). Uncheck to authorize items by choice.
Item Auths - click link to open the choice to item authorization screen.

Click the Save button after making question choice edits to save the updates.

Add Choice

Click the Add Choice button to add a new choice

A new row is added to the choice grid.

Fill in the details and click the save button to save the new choice.

Parent tab

Select the parent question used to trigger the question to display on the call form.

Parent selected, select the choice to trigger this question.

Click the Save button to save the parent. Click the Remove Parent button to remove an existing parent.

Items tab

The Items Association tab is used to add and set the date range items are visible for a question in a grid.

The items toolbar has the following features:

Search is used to find an item association in the list.

To use the search, enter a search term and click the search button.

The grid of items is filtered to display any items with a name containing the search term

Add Item Association

To add an item association, click the Add Items button which opens the Add Item association screen

Search and click the checkbox for the items to associate.
Choose a start and end date
Click the Add Items button

The item(s) are added to the Items Association list. Click the Save button to save the updates

Remove Selected Association

To remove an association, click the checkbox next to an existing association in the list

Click the Remove Selected button.

The item association is removed from the grid. Click the Save button below the grid to save the change.

Modify Selected Association Dates

To modify an association, click the checkbox next to an existing association in the list

Clicking the Modify Selected button opens the Modify Item Association window

To modify the start and/or end date select a date using the date picker and click the Modify Dates button.

The date(s) are updated in the grid. To save the changes click the Save button below the grid.

Authorization tab

Chain and Store Authorizations determine in which retailers and/or stores in those retailers is this question displayed.

The authorizations toolbar has the following features which work the same for chains and stores. The example below is searching and adding a chain authorization.

Search is used to find a chain in the list.

To use the search enter a search term and click the search button.

The grid of items is filtered to display any items with a name containing the search term

Add chain authorization

To add a chain authorization, click the Add Chain button which opens the Add Chain Authorizations screen.

Search for chains and click the checkbox next to the chains to authorize. The checkboxes are retained during multiple searches.
Click the Add Chains button to save all chains checked.

The chain(s) are added to the Current Chain Authorization list. Click the Save button to save the updates.

Remove Selected Authorization

To remove an authorization, click the checkbox next to an existing authorization in the list

Click the Remove Selected button.

The chain authorization is removed from the list.
Click the Save button below the grid to save the change.

Grid Order tab

The Grid order tab is available if the question type is Grid of Sku Questions.
The tab is used to order the items displayed in a grid on the call form. People entering the call form see the items displayed in the order set here.

Setting Grid Order

Select the drag handle next to an Item number
Drag the item row over the row to place it. When the row displays in a green color drop it in the new order location
The Item is now in a new order for display in the item grid on the call form.

Click the Save button to save the order changes.

Add Library Question

Library Questions are pre-configured questions which can be added in bulk quickly with minimal configuration.

To add a new library question hover over the area below or above the question to add a new question.

The library question search and add screen is opened.

On top is the search criteria and button
and below is the grid to display the search results and setup/add questions to the task.

Search

To search select at least one filter and click the search button.

Block - grouping of library questions (ex. Sales, Training, etc.)
Question Level - Store or Item
Answer Type - list of answer types to get all of that type (ex. numeric)
Search - open text search on the question name

Configure Questions

Once questions from a search are in the question grid a start date, grid, and requirement are added.

To see the detail setup for each question hover over the Details link.

There are 3 question attributes to setup for library questions based on type.

Start Date (required) - set the date the question is first visible on the task.
Grid Question (required for item questions) - set the grid the item question appears in.
Required - set to not required by default, can be updated to required.

Follow these steps to add question attributes to a question:

First, select the check box for each question row to set.
Next, select the start date using the date picker
Next, select the grid (if applicable)
Next, select the required checkbox (if applicable)
Last, click the Apply to Checked button.

Add Questions

The configured questions are added to the task by clicking the checkbox and clicking the Add Question button.

To add the library questions to a Call Form task click the checkbox for a question

and click the Add Question button.

Note: Until a question is selected the Add Question button is not activated.