Questionnaire components

Questionnaires consist of a series of questions, layouts such as page or section breaks, and conditional logic. There are a number of response types available, and each type has a specific application.

Response types

Icon Response Type Data type Remarks

Single choice

Character
  • allows the respondent to choose one response from a set of predefined options
  • no limit to the number of response options you can specify
Dropdown Character
  • allows the respondent to choose one response from a set of predefined options
  • no limit to the number of response options you can specify
Multiple choice Character
  • allows respondents to choose one or more options from a set of predefined options
  • respondent selections are stored in a comma delimited list within the question field, recorded in the same order as the options
  • no limit to the number of response options you can specify
Note

If you reorder the response options, any subsequent questionnaire responses are stored in the new order.

Short answer

Character
  • typically used for single word or short phrase responses
  • supports up to approximately 1 GB of response text
Paragraph Character
  • typically used for paragraph responses that can be formatted using BoldItalicUnderline, and List options
  • formatting displays within the appropriate response column in the Table View (when HTML Format is enabled) and in the Remediation window when processing a record
  • supports up to approximately 1 GB of response text
Numeric Numeric

validates numeric data, including decimals

Numeric Scale Numeric

allows the respondent to select a single value from a defined scale range

Date Date

allows the respondent to select a date using the date picker, or by manually entering a date

Note

If the respondent is a Results app user, the date format is based on their profile settings. If the respondent is not a Results app user, the date format is based on the locale setting under organization settings in Launchpad.

Email Character
validates email addresses
Attachment File
  • allows you to attach multiple files to a questionnaire by Ctrl+clicking to select multiple non-adjacent files, or Shift+clicking to select multiple adjacent files, from the same folder
  • attachments can be downloaded from the Remediation window
  • the maximum individual file size is 1 GB

Note

For security reasons, Diligent One does not accept file attachments with the following extensions: .bat, .com, .dmg, .exe, or .scr.

Note

If your questionnaire requires a large number of attachments, we recommend inserting page breaks into your questionnaire and spreading attachments over several pages. For more information, see Layouts.

Tip

If you need to manage a certification process that requires people to provide information in an Excel spreadsheet, you can do the following:

  1. Host the Excel template in an accessible location, such as a providers network site.
  2. Set up an Attachment response type in your questionnaire and insert the link to the Excel spreadsheet in your question.

    Example "Please download the Excel spreadsheet here: https://healthcareprovidernetwork.com/excel_template. Fill out the Excel spreadsheet and upload the completed Excel spreadsheet below."

Signature File

A digital signature used to identify the respondent that completes the questionnaire:

  • respondents provide a signature using the mouse or touch pads of their devices
  • responses stored as attached image files containing the signature and the date signed

Layouts

  • Page break allows respondents to save portions of their responses and return later, move back and forth between pages, and skip pages that contain optional questions
  • Section groups similar questions together and provides optional instructional or informational text for the group

Supporting file attachments

Supporting files are attached to questionnaires in the instruction area and provide additional context for respondents.

You can attach default files to the questionnaire that are sent to every respondent. When manually processing records, you can also include additional ad-hoc files for the specific respondent to whom you are sending the invitation.

Supporting files cannot be changed for a record after a response is submitted.

Note

Ad-hoc files are sent with any default files attached to the questionnaire. Ad-hoc files do not replace default files.

Conditional logic

Conditional logic displays different questions depending on the answer provided to previous questions. Use conditional logic to tailor the relevance of questions based on each respondent's answers.

You can apply conditional logic to the following response types:

  • Single choice
  • Dropdown
  • Multiple choice

To create conditional logic, you link a question to a specific answer. If a respondent selects the answer, then the linked question is added to questionnaire for that responded as a follow-up question.

Example

You want to deploy a survey that asks Sales Representatives about the recipients of gifts that were given on behalf of your company. Specifically, you want to gather information about the types of non-customer recipients of gifts.

To gather this information, you ask a simple yes or no single choice question to determine if a recipient is a customer:

  • For those respondents that answer "yes" you follow up the question with another question that asks for the account number
  • For those respondents that answer "no" you follow up the question with another question that asks for clarification about the recipient