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Step-by-step instructions for creating questionnaire(s)

  • Log-in to ReqMan.
  • Expand your project in the tree menu.
  • Expand the Invitation To Tender module in the tree menu.
  • Click Tenders.
  • Click one of the tenders that you have created.
  • Click one of the iterations that you have created.
  • Click new questionnaire.
  • Fill in header information for the questionnaire (see the right hand side)
  • Click save. You are now transferred to a page where you can select which requirements to include on your questionnaire.
  • (Optional) Select filters and click search.
  • Select all or individual requirements, and click add to questionnaire.
  • Repeat the two previous steps until you have the requirements you want. Requirements added are shown and you can remove any requirements that you don’t want to include.
  • Click manage questions.
  • Questions on the questionnaires are organized in groups. Type in a questionnaire group name. For example, “Compliant” or simply “Questions”.
  • Add questions (see the right hand side)
  • Click preview to see the combined page with the requirements that you selected and the questions you just defined repeated for each requirement.
  • Click manage questions if you want to change options or add another question.
  • (Optional) To add more questionnaires to the iteration before sending out invitations, repeat the steps above.
  • Click Send selected invitations.
  • Select Send selected invitations, and select the users that should be invited.
  • Click send.

Tip: You can also invite users using Invitation To Tender -> Tenders -> Iteration -> Send Invitations.

Header information

  • Name: “My first requirements”
  • Introduction (included on overview page when users log in to respond): “Please respond to the questions on this questionnaire.”
  • Type: Requirement based
  • Specification: Select the specification from which you want to select requirements that should be sent out.
  • Items per page: Enter how many questions that should be shown per page.
  • Cut off date: Select the deadline for submitting this questionnaire. The questionnaire can not be submitted after this date.
  • Attachments: You can upload attachments which can provide additional information to the users about how they should submit the questionnaire.

Questions

  • Question group: “Questions”
  • Mandatory: Select this option to make the question mandatory.
  • Question text: “Are you compliant?”
  • Select type: Drop down list, specify options: Yes, No and Not applicable.
  • Click save.
  • Question text: “Additional comments”.
  • Select type: Free text, drop down list, checkbox list or upload file. If you select either of the list types, please also type in an option per line in the text box.
  • Select Free text. 
  • Click insert.