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Welcome to our Help Centre

Create Questionnaire

Questionnaires are used to help you determine if any potential contractors are compliant with workplace laws and regulations. If you don’t have a questionnaire, the following is a guide to help you with the process of setting one up.

To create a Questionnaire for your Pre-Qualifcation flow, this can be found under:

Companies > Setup > Pre-Qualification > Questionnaires

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1. Setting up Your Questionnaire

Once in this section, click on the button to create a new questionnaire. From there, you can build the questionnaire. 

A questionnaire can have five types of fields:

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Heading configuration:

A heading is a read-only piece of text that can help divide an e-form into logical sections.


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  • Heading - the heading text that will be displayed on the form

 

Text configuration:

Text is a read-only part of the form, useful for instructions and explanations within the e-form.

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  • Content - the text that will be displayed on the form

Text field configuration:

A text field is a field type that a user will provide input for, for example, entering a name or a contact phone number

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  • ‘Required’ - whether or not the user is forced to complete this field
  • ‘Min chars’ - the minimum input length required from the user
  • ‘Max chars’ - the maximum input allowed from the user
  • ‘Numbers only’ - user input is limited to numbers
  • ‘Letters only’ - user input is limited to letters
  • ‘No restrictions’ - user input can be numbers or letters

Drop-down configuration:

A drop-down is a field type where a user makes a selection from predefined values

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  • ‘Required’ - whether or not the user is forced to complete this field
  • 'Option' - the options within the drop-down

Multiselect configuration:

A multiselect is a field type that a user may choose one or more options for.

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  • ‘Required’ - whether or not the user is forced to complete this field
  • 'Option' - the options within the multi-select

 

2. Uploading your Questionnaire to Altora

  1.  Navigate to Companies > Pre-Qualification > Pre-Qualifications flows within your Altora admin dashboard.
  2. Once in this section, you will have the option to create a new Pre-Qualification flow or edit an existing one. You see the function to either add a "Digital Questionnaire" or "Upload File". The Digital Questionnaire are the questionnaire form that you can have created within the system.