Engagement Thermometer - Questions Categories
Create and edit the question categories used by Insights Surveys, and add questions to each category. Categories are shared by all Insights Surveys of your company.
How do I open the Questions Categories page?
The Questions Categories page does not have its own entry in the sidebar menu, and it is not opened from inside a survey. Go to Modules > Engagement Thermometer > Insights Surveys and replace the end of the page address, /thermometer/assessments/list, with /thermometer/assessments/categories. The page shows the Questions Categories List, with each category and its number of questions.
You can also create a category while adding a question to a survey: in Create a new Question, type a new name in Question Category. See Engagement Thermometer - Insights Survey Question Catalogue.
How do I create a question category?
On the Questions Categories List, click New Question Category.
In the NAME step, fill in Category Name. If your company uses more than one language, fill it in on each language tab.
Click Create Category!.
In the Questions step, add at least one question to the category.
Click Complete!. The last step confirms that the category is created and ready to use.
Click Close.
If the list is empty, you can also click Click here to add your first Category. This opens Create a new Question Category, where you fill in Question Name (the category name) and click Create.
How do I edit a category?
On the Questions Categories List, open the actions menu of the category.
Select Edit Category.
In Question Category Details, update Question Name or the translated names.
Click Save.
You can also click Edit in the Category Details panel of the category details page.
What is on the category details page?
On the Questions Categories List, open the actions menu of the category and select Category Details. The page opens with the title Question Category Details.
Check the category name in the Category Details panel, under Name.
If your company uses more than one language, use the language tabs of the panel to see the translated name.
Click Edit to change the category.
Manage the questions of the category in Category Questions List: click New Question to add one, or click a question to edit it.
To go back to the category list, click Back to Questions Categories List at the top of the page.
How do I add questions to a category?
On the Questions Categories List, open the actions menu of the category and select Add Question. You can also click the category row to expand it and see its questions. If the category has no questions yet, you can click Click here to add Question in the expanded row.
In Create a new Category Question, enter the Question Text.
If you want an open-ended response, select Enable this for open text answers.
Click Create.
You can also add questions from the category details page: in Category Questions List, click New Question, or Click here to add Question if the list is empty. Fill in Question Text and, if needed, select Enable this for open text answers., then click Create.
The question is added to the category you started from. The window has no field to choose another category. If you need the same question in another category, create it again in that category.
How do I change a saved question?
On the category details page, click the question in Category Questions List, or open its actions menu and select Edit. Update the fields in Category Question Details and click Save.
Can I manage category questions in more than one language?
Yes. If your company has more than one language, the question window shows one tab per language. Select each tab and fill in Question Text for that language.
Is there a faster way while building a survey?
Yes. In a survey's Survey Questions tab, Add Question opens Create a new Question. There you choose the Question Category: pick an existing category or type a new name to create one. See Engagement Thermometer - Insights Survey Question Catalogue.