Questionnaire Builder

The Questionnaire Builder is a powerful tool designed for compliance officers to create custom user surveys and integrate them into the user verification workflow. This functionality enhances the compliance process by allowing the collection of specific information tailored to the organization's needs.

• From the Sidebar Menu, click on Questionnaire to open the flow builder interface. The interface displays all existing questionnaires and provides options to create new ones.

• Users can search for existing questionnaires by name and manage them efficiently.

Create Questionnaire

• The Create questionnaire button allows users to start building a new survey quickly:

• After clicking the Create questionnaire button, you are directed to the Questionnaire Builder interface, which consists of three main sections: Designer, Preview, and Logic:

• You can click the Add Question button to start building their questionnaire.

• Fill in the necessary details such as the questionnaire name, and description.

• You can drag and drop various question types from the toolbox into the survey area. This includes multiple-choice, text input, date selection, and more.

• After adding a question, users can customize it by setting the question text, adding options for multiple-choice questions, and setting validation rules (e.g., mandatory responses).

Preview Questionnaire

• The Preview tab allows users not only to see how their questionnaire will appear to respondents, but also test how it works by inserting the answers. This helps in ensuring that the questions are formatted correctly and the survey flows logically.

Create Own Logic

• In the Logic tab, you can set up conditional logic to control the flow of the questionnaire based on respondents' answers. This can include showing or hiding questions based on previous responses, making certain questions mandatory, and branching the survey into different paths.

• You can click the Add New Rule button to start building the logic of questionnaire.

• Select a question whose answer should be checked and a logical operation from the corresponding drop-down menus.

• Then, specify the answer that applies the rule. Some logical operations do not need an answer (for example, Empty or Not empty).

• If the rule needs more than one condition, click the Add Condition button. You can use the AND or OR logical operator to combine the new and previous conditions.

• Conditions that you specify in the UI are converted to logical expressions. If you prefer to enter the expressions directly, click the Manual Entry button on the Toolbar.

• Select one of the following actions from the drop-down menu:

• Click a rule to expand it and use UI elements to edit the rule. Click Done to save your changes.