Creating and Managing Questions

Understanding the Question Library

The Question Library is a central repository for all questions that can be used in assessments or questionnaires within SureCloud. It is shared across all workflows, meaning each item in the library represents a single question and an expected answer type. You can create and manage as many questions as needed, and these questions can be referenced by one or more Question Sets.

Questions are created and managed via the Question Library screen, accessible from the Settings menu.

Ordering Questions

The order of questions in the Question Library determines how they will appear to end-users. You can change the order by clicking and dragging the drag handle next to each question to reposition it.

Creating a New Question

To create a new question:

1. Click the Add Question button at the bottom of the table.

2. Populate the question properties:

   • Question: The text displayed to the user.

   • Guidance: Any instructions or guidance on answering the question.

   • Answer Type: The format in which the user will respond. Options include:

     • Text: Free text entry.
     • Number: Enter a numeric value.
     • Date: Select a date and/or time.
     • Document Upload: Upload one or more documents.
     • Option List: Select one or more items from a predefined Option List.

   • Category: Assign the question to a category linked to the Question Categories Option List. Categories organize questions into logical groups and display as tabs on the question component on records.

   • Assessment Type: Assign a type from the Assessment Types Option List. This is used by Question Sets to group questions.

   • Important: Mark the question as important to flag it for reviewers.

   • Score Question: For Number and Option List answer types, configure automatic scoring criteria. Use the Add Condition button to set up conditions and their corresponding scores. Learn more here.

   • Conditional Display Logic: Configure display logic to make the question dependent on the response to another question. Select the branching question and response criteria. More details here.

   • Link Records to Questions: Automate which records are linked to questions, i.e. controls, actions, etc. The records selected here will materialize on future assessments. Learn more here.

Managing an Existing Question

To edit an existing question:

1. Select the navigation icon next to the question in the Question Library.
2. Make the necessary changes. All changes are saved automatically.

The Question Library ensures centralized management of questions, improving consistency and efficiency across workflows and assessments.