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Many companies have standard surveys or questionnaires for customers to complete, for example when a customer applies for credit. Questionnaires assist you in setting up pre-defined questionnaires, printing these out, and capturing the customers' responses to the questions.

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Each questionnaire definition consists of a number of sections. Sections are groups of related questions. For example, a questionnaire might contain a section in which the customer fills in his personal details, and another section may contain bank account details. 

Each section, in turn, contains a number of questions. In the example above, the bank account section can contain questions asking for the bank name, branch code and account number. Each question has a question type, which is the kind of data you want to capture. The types are: free text (you can type anything here), numeric, date and multiple choice. You can assign weightings to questions and to sections, which is a numeric value that reflects the important

You can print out a questionnaire for a customer. Because of this, you have to set up the positioning of the prompts and answers on the printout. You do so by means of specifying the rows and columns for each question prompt and its answer. Think of each section as a rectangular grid (similar to a spreadsheet) in which you have to specify in which row and column in the "spreadsheet" each question will be printed.  

Some questions have fixed, multiple-choice answers. Your customer's sex could be either "Male" or "Female", so the two choices could be "Male" and "Female". Each choice can have a numeric score. If you for example extend credit to your customers, you can set up bands of monthly income as choices, e.g. "$1000 to $2000" and "$2000 to $3000", and assign a score to each salary band choice as a way of scoring a credit application. Please note that only multiple-choice questions can have a weighting and a score. The weighting of other types of questions is ignored.

You have to set up questionnaire definitions first in the "My organizations" window of the main CQWorx form before you can apply a questionnaire to a customer. When you want to do a questionnaire for a customer, CQWorx will prompt you to select the questionnaire definition you have previously set up. It will then display a window in which you can complete the questionnaire for the customer. The questionnaire will be presented to you on a section-by-section basis.

 


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