How to edit a Questionnaire - Questions

Introduction

This article will describe the process of how to Edit a Questionnaire - Questions in ClientInsights, ClientBuilder or TeamBuilder at their request.

Who can do this?

All the users that has access to ClientInsights, ClientBuilder or TeamBuilder.

Steps on editing a Questionnaire

1. Click ClientInsights / ClientBuilder / TeamBuilder.

2. Click Get Started Button.

3. Choose any LightBlue Template and click Edit Button

 4. Click Questions.

5. The user may Edit the Header Title, Rearrange the arrangement of the questions, Add Questions,  Add Content Area, and Add Page then click Save and Next button

NOTE: Proceed to step 3 after step 1 when the user already tick the "Hide this page in future" The users can copy and customize either Dark Blue  Templates(Original) or Light Blue Templates(Cloned). Only the Light Blue templates are editable. The users may check if the changes were successfully applied via Test Tab and click Open Test button after saving the changes.