Flows/Create a questionnaire
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Overview
This flow describes how to create a new questionnaire in Care with a title, slug, subject type, status, and organizations.
Pre-requisites
- You are a Care superuser.
- You have the permission below.
Permissions
| Permission | Access |
|---|---|
| Can Create/Update Questionnaires | Lets you create a questionnaire in an organization. |
Steps
1. Open the admin area
From your dashboard, click Admin Dashboard.
馃摑 Note
Care shows this button only to superusers.
2. Start a new questionnaire
Click Create Questionnaire.
3. Fill in basic information
| Components | What it captures |
|---|---|
| Title | The mandatory questionnaire name. |
| Slug | The mandatory web-address identifier. |
| Description | Optional questionnaire information. |
The slug must have 5 to 25 letters, numbers, underscores, or hyphens.
4. Set properties
Set Status to Active, Draft, or Retired. Set Subject Type to Patient or Encounter. Care sets Version.
5. Select organizations
Click Select Organizations, search, and select at least one organization. Organizations control who can see and use the questionnaire.
6. Add questions
Click Add Question. See Add and edit questions.
7. Create the questionnaire
Click Create.
Expected Outcome
- Care confirms creation.
- The questionnaire appears under its status tab.
- Users in selected organizations can use it.
Related
- Concept: Concepts/Questionnaire
- Reference: References/Questionnaire