Questionnaire Designer: Difference between revisions

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Questionnaire Designer (view source)

Revision as of 08:47, 16 June 2022

334 bytes removed ,  16 June 2022
→‎Creating a new questionnaire
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# Select '''New''' from the toolbar or click '''New Questionnaire''' from the questionnaire list to start the new questionnaire wizard.
# Select '''New''' from the toolbar or click '''New Questionnaire''' from the questionnaire list to start the new questionnaire wizard.
# Set up the new questionnaire
# Review the questionnaire settings:
#* Name: The name identifies the questionnaire in the designer but also directly in the app.
#* '''Versioning''': Versioned templates grant you more control over the lifecycle of questionnaire templates.
#* Score: [[Questionnaire_Designer#Scoring|Scoring]] allows you to assign a score to each answer.
#* '''Dependency''': Determines whether the questionnaire answers are saved in a self-contained way or depend on the original questionnaire template (saves storage).
#* Versioning: Versioned templates grant you more control over the lifecycle of questionnaire templates.
#* '''Answer Storage''': Defines how the questionnaire answers are stored.
#* Template Dependency: Determines whether the questionnaire answers are saved in a self-contained way or depend on the original questionnaire template.
#* '''Score''': [[Questionnaire_Designer#Scoring|Scoring]] allows you to assign a score to each answer.
#* Answer Storage: Defines how the questionnaire answers are stored.
#: Check the [[Best practices for deploying Inspections]] and also [[Deprecations#Active_deprecations|Deprecations]] related to some of the legacy options.
#* Optimize Rules Performance: Enable this option unless you use Resco mobile apps older than version 13.1.
# Do one of the following:
#* Validate Answers: Select when should the on save validation rules be executed.
#* Click '''Create''' to continue with your current settings.
#* Enable Auto Report: [[Mobile_reports_for_Resco_Inspections#Enable_automatic_reports|Design a mobile report along with the questionnaire]]
#* Click '''Set to recommended''' to apply the optimal questionnaire settings, then click '''Create'''.
# Click '''Create''' to conclude the wizard.
#* Click '''Settings''' and finetune the questionnaire settings to your preference. Click '''Create''' to conclude the wizard.
 
Alternatively, you can click '''Skip & Create''' on the second screen of the wizard to skip the advanced options. However, we recommend carefully studying the implications, particularly if you are looking at a larger-scale production deployment. Your choices can make a big impact on the [[Best_practices_for_deploying_Inspections|performance]].


<gallery mode=packed heights=300px style="text-align:left">
<gallery mode=packed heights=300px style="text-align:left">
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New questionnaire wizard 1.png
New questionnaire wizard 1.png
New questionnaire wizard 2.png
New questionnaire wizard 2.png
New questionnaire wizard 3.png
</gallery>
</gallery>


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# Select '''New''' from the toolbar or click '''New Questionnaire''' from the questionnaire list to start the new questionnaire wizard.
# Select '''New''' from the toolbar or click '''New Questionnaire''' from the questionnaire list to start the new questionnaire wizard.
# Select '''Upload & Convert''' and accept Amazon Textract terms and conditions and privacy policy.<br>[[File:New questionnaire wizard 4.png|400px]]
# Select '''Scan and Extract''' and accept Amazon Textract terms and conditions and privacy policy.<br>[[File:New questionnaire wizard 4.png|400px]]
# You can convert some pages for free. If you need more, [https://docs.aws.amazon.com/textract/latest/dg/setting-up.html#setting-up-signup set up an AWS account] and activate Textract. Back in Questionnaire Designer, click '''Textract Credentials''' and enter your Amazon Textract account information.<br>[[File:Amazon credentials.png|400px]]
# You can convert some pages for free. If you need more, [https://docs.aws.amazon.com/textract/latest/dg/setting-up.html#setting-up-signup set up an AWS account] and activate Textract. Back in Questionnaire Designer, click '''Textract Credentials''' and enter your Amazon Textract account information.<br>[[File:Amazon credentials.png|400px]]
# Click '''Next''' and upload the file with your questions.
# Click '''Next''' and upload the file with your questions.
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