Question Add

Steps for Adding Questions to a Call Form

After logging into i:c select your Team and navigate to Manage - Call Forms link on the menu
Select the Question Set link for the call form to add questions
Click the Add Question link on the right side of the Filters box
Questions are Searched for by name or Block (group of questions) in the Question Library
Add questions to the Question Library cart by clicking the checkbox to the left of the question text and the clicking the Add Checked Questions to Cart
Fill up the cart with all of the questions discussed in the meeting with BI and then click the Checkout button.
Add the Question Details to each of the questions one by one or in bulk using the choices in the grey box and clicking Apply to Checked.
1. Start Date
2. Grid Question
3. Required
  
  When Question Details have been added to all the questions, click the Add Questions to Call Form button to add the questions to the Call Form Question List.
If Custom Questions are needed and this feature is turned on for the Team they can be added by clicking the Add Custom Question button displayed below the Question Library after a question search is done.
Clicking the Add Custom Question button opens the Question Management screen and the Question Add step. Filling out this form creates a new custom question.
1. Name – The question text. 200 character limit with spell check button
2. Category - put the new question into a grouping category. Simply choose the one that best fits.
3. Question Type – select the proper question type for the question being asked
  1. Store – A question asked about the store itself
    Example: “What is floor traffic upon arriving at the store?”
  2. Item – A question asked about a product
    Example: “Number of Sales” ; Number of Demo’s”
  3. Detail – A question asked about a specific product
    Example: “Product serial number”
4. Answer Type – select the type of answer expected for the question
  1. There are 12 answer types, and these are detailed in the definitions section under Question – Answer Types.
5. Required – should this question always be answered, check to make sure?
6. Start Date – End Date
  1. End Date is supplied, only change this when ending a question on a specific date
  2. For new call forms the Start Date should generally match up with the start date of the call form
  3. Start Date can also be the day the question should appear on the call form to start collecting information
7. Display Additional Information & Additional Information
  1. Checking the Display Additional Information check-box displays the text in the Additional Information comment box below this question on the call form.
  2. The Additional information text box is for notes that should be included explaining a question. This text is displayed below the Question on the call form.