Manage questionnaires

Perform effective management and revision of your questionnaires.

Questionnaires are flexible; you can manage any of them in any of the ways described below.

Import and export questionnaire

You can import and export a questionnaire as JSON.

To export a questionnaire:

  1. In the Dashboard, open the Questionnaires page.
  2. Find the questionnaire that you want to export, and from the menu on the right, select Export.
  3. Copy the questionnaire structure and save it on your computer as necessary.

To import a questionnaire:

  1. In the Dashboard, open the Questionnaires page.
  2. Select Import questionnaire and paste the questionnaire structure.
  3. Click Create questionnaire.

Change questionnaire

You can change the existing questionnaire by altering its settings in a preferred way:

  1. In the Dashboard, open the Questionnaires page.
  2. Open the questionnaire that you want to change, make your changes as necessary, and click Save.

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Note

To change questionnaires, your Dashboard account must be granted the Change applicant’s personal data permission.

Reset questionnaire

You can reset a questionnaire in case your applicants have already completed it and you want them to resubmit the answers:

  1. In the Dashboard, open the Applicants page.
  2. Open the applicant profile for which you want to reset the questionnaire.
  3. In the profile, navigate to the Questionnaire section and select Reset.

Alternatively, you can reset a questionnaire by passing the questionnaire argument to this API method.

Remove questionnaire

You can remove a questionnaire at any time in case you no longer need it:

  1. In the Dashboard, open the Questionnaires page.
  2. Find the questionnaire that you want to remove, and from the menu on the right, select Delete.

Duplicate questionnaire

You can create a copy of any of your existing questionnaires and make alterations as necessary. This functionality helps you avoid creating an entire questionnaire structure from scratch, but rather you can use the existing one and make needed adjustments.

To duplicate a questionnaire:

  1. In the Dashboard, open the Questionnaires page.
  2. Find the questionnaire that you want to duplicate, and from the menu on the right, select Duplicate.
  3. Provide a new questionnaire name and questionnaire ID.
  4. Click Duplicate questionnaire.