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Step-by-step instructions for creating and sending out a new questionnaire

  • Log-in to ReqMan.
  • Expand your project in the tree menu.
  • Expand the Questionnaire module in the tree menu.
  • Click manager.
  • Select the group “Questionnaires for new requirements”.
  • Click new questionnaire.
  • Fill in header information for the questionnaire (see right hand side)
  • Click save.
  • Click Manage questions.
  • Questions on the questionnaires are organized in groups. Type in a questionnaire group name. For example, “Requirement details”. 
  • Add questions (see right hand side) 
  • Click preview. Click manage questions if you want to change the existing questions or add a new question.
  • Click Send selected invitations.
  • Select Send selected invitations and select the users that should be invited.
  • Click send. 

Tip: You can create a questionnaire for different types of requirements that you want to gather. For example, “General requirements”, “Reporting Requirements” and so forth. Each questionnaire is then configured with the target specification and table of contents section where the suggestion should be placed.

Header information

  • Name: “My first questionnaire”. 
  • Introduction (shown when the users logs in to respond): “Please respond to the questions on this questionnaire.”
  • Default specification: Select the specification for which the submissions from this questionnaire will most likely be stored. You can change this when you parse the submissions.
  • Items per page: Select 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. 
  • Default category: Select the location in the table of contents for the specification selected above. 
  • Allow multiple submissions: Select this option to allow the user to submit the questionnaire multiple times. Tip: Typically, if you gather profile information (name, contact details and so forth), you only let the user submit the form once. If you gather requirements suggestions, you would typically let the user submit the form multiple times. 
  • Attachments: You can upload attachments that can provide additional information to the users about how they should submit the questionnaire.

Questions

  • Question group: “Requirement details”
  • Question text: “Details”
  • Mandatory: Select this option to make answering the question mandatory. 
  • 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.
  • Question text: “Priority”
  • Select type: Drop down list, specify options: High, Medium and Low. 
  • Click save.