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Producer Guide

Everything you need to know to create on Wooqer

Data Collection

Data collection is the process of gathering and measuring information on targeted variables in an established system, which then enables one to answer relevant questions and evaluate outcomes.

When to use this building block

Use this to collect any kind of data - quantitative or qualitative. Allow dynamic alteration by adding questions depending on the answers provided by the users.

Inclusions

Questions: MCQ, Short, Descriptive, Score, Rating, Drop-down select, Dependent, NPS, Location

Process properties: All Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Duplicates, Only Camera Evidence, Multiple Records, End Date, Group Code

Exclusions

Process properties: Question Tag, Maximum Score, System Calculated Score

Use cases

Daily Sales Report, Ops Issue Tracker, VM Review

Sample Report

To Edit a process, go to the process listing screen (in Contents tab), and under "Actions" column click on pencil icon which is next to "Reminders" option.  As soon you click on edit; from thereon you can make changes on two screens; namely, "Edit Properties" and "Questionnaire".

Click on "Edit properties" window you will have an option to edit all fields. Once the changes are made, you need to click on "Save" button to save the changes.

Following are the properties that can be redefined on "Edit Properties" screen
P.S. Fields marked in * are mandatory
*Process Name Redefine the process name.

*Process Objective - The objective is basically setting up the goal for your Process.  Objective which once keyed-in will be visible to the users before starting the Process.

*Coverage - The "Coverage" field, will basically allow you to select or create an entity that you are trying to assess. You can choose from Cities, Units, Modules, Users, Process, Resources and Others.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Timezone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

*Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Edit an existing question -  Click on the edit icon which is stationed next to gear icon on any question. From this dialog box you can change the type, verbiage and options of the question (incase of MCQ and Ratings questions). Moreover, you can also change the reference image, make questions mandatory/non mandatory and make various changes in "Advanced Options".

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Checklist

Checklist is a type of job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the "to do list".

 

When to use this building block

Questions where the answer options are limited to two. Indicate the favourable answer and track compliance. Best suited for all types of checklists.

 

Inclusions

Questions: Multiple Choice Single Answer, Dependent

Process properties: All Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Only Camera Evidence, End Date, Group Code, System Calculated Score

 

Exclusions

Questions: Multiple Choice Multiple Answer, Short, Descriptive, Score, Rating, Drop-down select, Dependent, NPS, Location

Process properties: Multiple Records, Duplicates, Question Tag, Maximum Score

 

Use cases

Start/End of day Checklist, SOP Checklists
Sample Report

To Edit a process, go to the process listing screen (in Contents tab), and under "Actions" column click on pencil icon which is next to "Reminders" option.  As soon you click on edit; from thereon you can make changes on two screens; namely, "Edit Properties" and "Questionnaire".

Click on "Edit properties" window you will have an option to edit all fields. Once the changes are made, you need to click on "Save" button to save the changes.

Following are the properties that can be redefined on "Edit Properties" screen

P.S. Fields marked in * are mandatory

*Process Name -  Redefine the process name

*Process Objective - The objective is basically setting up the goal for your Process.  Objective which once keyed-in will be visible to the users before starting the Process.

*Coverage - The "Coverage" field, will basically allow you to select or create an entity that you are trying to assess. You can choose from Cities, Units, Modules, Users, Process, Resources and Others.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Timezone- Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

*Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Edit an existing question:  Click on the edit icon which is stationed next to gear icon on any question. From this dialog box you can change the type, verbiage and options of the question (incase of MCQ and Ratings questions). Moreover, you can also change the reference image, make questions mandatory/non mandatory and make various changes in "Advanced Options".

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Advanced Content

Audit

Audit is the examination or inspection of various processes by an auditor followed by physical checking of inventory to make sure that all departments are following documented guidelines. It is done to ascertain the accuracy of tasks performed by the employees.

 

When to use this building block

In Audits questions and answers can have weightage. Adherence is auto-computed based on the responses. Use this for auditing locations or activities.

 

Inclusions

Questions: MCQ, Short, Descriptive, Score, Rating, Dependent

Process properties: All Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Duplicates, Only Camera Evidence, Multiple Records, Maximum Score, End Date, Group Code, System Calculated Score

 

Exclusions

Questions: Drop-down select, NPS, Location

 

Use cases

Ops Audit, Legal Audit, Quality Audit

 

Sample Report

 

To Edit a process, go to the process listing screen (in Contents tab), and under "Actions" column click on pencil icon which is next to "Reminders" option.  As soon you click on edit; from thereon you can make changes on two screens; namely, "Edit Properties" and "Questionnaire".

Click on "Edit properties" window you will have an option to edit all fields. Once the changes are made, you need to click on "Save" button to save the changes.

Following are the properties that can be redefined on "Edit Properties" screen

P.S. Fields marked in * are mandatory

*Process Name -  Redefine the process name

*Process Objective - The objective is basically setting up the goal for your Process.  Objective which once keyed-in will be visible to the users before starting the Process.

*Coverage - The "Coverage" field, will basically allow you to select or create an entity that you are trying to assess. You can choose from Cities, Units, Modules, Users, Process, Resources and Others.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Timezone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

*Maximum Score -It can be used to set a custom denominator for the overall score calculation and keep the producer in check while keying in the score for questions. 

*Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Edit an existing question -  Click on the edit icon which is stationed next to gear icon on any question. From this dialog box you can change the type, verbiage and options of the question (incase of MCQ and Ratings questions). Moreover, you can also change the reference image, make questions mandatory/non mandatory and make various changes in "Advanced Options".

Question Tag (under Advanced Options) - Put a tag against questions to highlight the priority level.

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Advanced Content

Create Module

A module is a folder that harbors in itself chapters in the form of various files. It is essentially a coursework with learning objective! You can create a new module in minutes by compiling various chapters. Set it as a beginner, upgrade or custom module and activate it for induction or advanced learning.

When to use this building block

In Modules you can add various chapters everyday to keep your team updated will all the changes. You can also use this for training users on your new SOPs, Training modules etc

Inclusions

Chapters: PDF, PPT, EXCEL, Video, Audio, Images, ZIP

Questions: MCQ, Short, Descriptive

Module properties: Objective, Summary, Module Type, References, Duration, Role Locking

Exclusions

Questions: Score, Rating, Drop-down select, NPS, Location

Process properties: Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Duplicates, Only Camera Evidence, Multiple Records, Maximum Score, End Date, Group Code, System Calculated Score

 

Use cases

Store Communication, Visual Merchandising guidelines, SOP guidelines, Training content

Sample Report

On the "Content tab" click on "Chapters" and then "Add New".

*Name - Name of the chapter.

Summary - A brief about the chapter.

*Course Content - Browse the content on your device and add it.

Threshold- Set the threshold percentage. It will set the mandatory content consumption limit.

Add Questions - You can add Questions at the end of the chapter using this option. You can create 5 type of questions.  You can make the questions mandatory, attach a reference image and allow comments and share reference under Advanced options section.

Closing Text - Closing text for the chapter

Content Source - The source of the content

Tags - To assemble similar or related content under on one group give a tag name.

Click Save. A new dialog box will appear asking you to either "Skip" or "Share".

Skip - It will redirect you to chapter listing screen wherein you can configure certain properties related to downloadability of the content, Handover, Deletion and Modification which can be done using the respective icons under Actions column.

If you want to add a chapter to an existing active module, then click on edit module and add the chapter using "Wooqer" option.

Share - It will take you to a new module wherein this chapter will be added automatically. From this window you can either choose to go ahead with one chapter or add more to complete the creation of a module.

Click on "Content", select the "Module" tab. From this tab you can you can create a new module in minutes by compiling various chapters.

Click on "Add New".

*Name - Name of the module

Objective- Objective of the module

Summary - A brief statement or account of the main points of the Module for the users.

Module Type - A module tagged as "Beginner", can be seen by Induction & Advanced level of users. Whereas, a module tagged as "Upgrade" can be only be seen by Advanced level of users.

*Add Content - Upload chapters from your computer or you can click on "Wooqer" option to add a chapter from Wooqer cloud storage.

References - You can share a reference for any the files that you have attached in the form of chapters.

Duration - Set the time frame for which a particular module should show up on the Home screen for the users.

Assign to - You can assign the module to users on the basis of roles.
Click on "Save" button. The pop up will give two options "Configure" and "Assign" (explained in further tabs)

If you choose to click on "Configure", the system will redirect you to the window wherein you can manage the added chapters and set their properties and arrangement.

Chapter Settings click on the "0" option.

Comments - Click on change to set the status of comments as desired.

View history - Enables to see the comments added to the chapter.

Public - Change the visibility of chapter as desired.

To add chapters in the module, you can click on " Drag and drop files here or browse Computer/ Wooqer"

To delete chapters click on "Remove" option under "Actions" column.

To re-arrange the chronological order of the chapters use "Re-Order" option.

Assign - Users will be able to see the module content on the Home screen or inside Know icon on mobile app

Filters available - All, Store, City, Role, User and Resource.

All - You can assign and share the module to the all the users in one go

Store -Assign to all the users belonging to a store

City - Assign to all the users belonging to a city

Role - Assign to all users belonging to a Role

User - Assign the module to the users individually,

Resource - Assign to a group of people/teams and you want to assign the module to.

Edit/ Copy - Click on the respective icons stationed under Actions column on the module listing screen.

Set Scope - From the three ellipsis drop down option you can choose a period for which a particular module is available, you can set configure it for hours and even for days.

Activate - Under "State" column click to activate the module. At any point if you want to modify anything in a module, you can only do so by deactivating the module and then click on the "Edit icon" which is stationed next to "Copy" icon - which will only be visible once the module is in inactive state.

Create Data Collection Apps

Data collection is the process of gathering and measuring information on targeted variables in an established system, which then enables one to answer relevant questions and evaluate outcomes.

When to use this building block

Use this to collect any kind of data - quantitative or qualitative. Allow dynamic alteration by adding questions depending on the answers provided by the users.

Inclusions

Questions: MCQ, Short, Descriptive, Score, Rating, Drop-down select, Dependent, NPS, Location

Process properties: All Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Duplicates, Only Camera Evidence, Multiple Records, End Date, Group Code

Exclusions

Process properties: Question Tag, Maximum Score, System Calculated Score

Use cases

Daily Sales Report, Ops Issue Tracker, VM Review

Sample Report

Click on Content->Process -> Add New

Process Type - Data Collection

Process Name - Give the name for the Apps to be created

Click on continue.

Process Name - Edit Apps name (if needed)

Process Objective - Define the objective of the process. It will be visible to the users before starting the process submission.

Instructions - You can add the steps to fill the process.

*Coverage - The "Coverage" field, will basically allow you to select or create an entity that you are trying to assess. You can choose from Cities, Units, Modules, Users, Process, Resources and Others.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Timezone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

Cut Off - It will enable you to set a "Start and End time of the Process for the chosen frequency.

(a) Has a Start Time - Set the time at which process will available to users for submission

(b)  Has a Cut-off - Set the time after which process will not be available to users for submission.

You can select between two configurations :

Allow process after cut-off - Allows users to submit the Process even after cut-off. In the reports the reviewer can see whether the users were compliant or not.

Do not Allow Process after cut-off - It will not allow users to submit the process after cut-off.

(c) Allow Future Date : Allows users to fill in the process for future date.

Geo Location - It will allow you to see whether the process was filled at the store or away from the store.

Allow people to submit outside the fence - It will allow users to submit the process from outside the geofenced area. However, in the reports the system will record it as non compliance.

Do not allow people to submit outside the fence - It will not allow users to start the process for any store unless they are within the configured geofence.

Enable data edit - It will allow users and report admins to edit data once submitted. Selecting this option enables edit for the entire report.

Duplicates  - This option facilitates more than one users submitting data for the same form if assigned. You'll have options to view data from different sources on reports. Additionally, once checked, you can also configure the reports by using "Report Config" option and choosing from the relevant option in the dropdown.

Only Camera Evidence - It will restrict the users to only take pictures in real-time for any attachment enabled questions. It has to be configured on every question, otherwise, it wont work.

Multiple Records - It allows users to fill the form multiple times during the defined period. This is best suited when more than one records on a form are expected. Additionally, once checked, you can also configure the reports by using "Report Config" option and choosing from the relevant option in the dropdown.

To make a process as public multiple record should be checked.

End Date - It will give you an option to set the closing date of the process.

*Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Once you define and save the process properties you will arrive at template.

Add New Question - Add a new question to the template.

Mandatory - Make the question as compulsory.

Attach Image . Attach a reference image to the question.

You can choose the question type from the drop down. There are 12 question types described below.

Multiple Choice Single Answer - It allows users to choose only one answer

Multiple Choice Multiple Answer - It allows users to choose multiple answers

Score - It allows users to enter numbers only

Rating - It allows users to rate a few areas using various rating options

Short Answer - It allows users to key-in alphanumeric characters with a word limit

Descriptive Answer- It allows the users to key-in alphanumeric characters without any word limit

Multiple Choice Single Answer Image - It allows users to choose only one image option from four options

Multiple Choice Multiple Answer Image - It allows users to choose multiple image answers

External Query - It allows you to host the data in the cloud using "Manage Master" option and then pull the data from the file - it is normally used in processes wherein based on selection of question automatically all other questions need to be auto populated

Internal Query - if you need more than 20 options then this type of question will allow you to create a drop down question with unlimited options based on Users, Roles, Functions, Cities, Stores or Resources coverages

Location Answer - It allows you to create questions that fetch the users location

Net Promoter Score @ Wooqer - It allows you to create questions based on Smileys Rating scale, usually used in Customer feedback use case

Advanced Options

Allow Comments - You can enable comments to the question and give a customized label to it. You may also add the text validation, if need be. Text validation can also be set for "Short Answer" type question and also for "Score" type of questions you will have an option to set up a range.

Allow Attachments - Choose from the 4 attachment options and make them mandatory if needed. If "Only Camera Evidence" option is selected on "Edit properties" screen, on each question level you can only allow image as an attachment.

Not Applicable - If a certain sections/questions is not relevant for a store/user you can give them an option to select "Not Applicable (NA)"; which when selected by the users will not affect their overall score and the system by itself will deduct those line items from the overall score for their submissions.

Link this question to the response of another question -It is an option that allows you to set dependency.

Reference Link - If you want to share a reference link for the question you add the link here. Once it is enabled, users from the front end can click on the link and it will redirect them to the website.

Add another - It will allow you to create more questions within the same dialog box instead of clicking on "Add New Question"

Select Question -  It will allow you to add questions from the system itself which have been created earlier. The range and variety of questions in the question bank will be limited to the respective process type.

Import Process - If you want to import questions from another process you can use " Import Process" option. For example, if there are two processes A & B; A has 10 questions which are being filled by Store Managers, and process B is being used by Operations Manager to capture the data of question 8 and 9 in process B then they can use "Import Process" option to do so.

Gear icon - You can configure various properties related to each question.

Requires Attachment - It is a shortcut for allowing attachments on a question without accessing the question dialog box.

Requires Action - It allows you to set a serial Workflow. Using this option you can add various levels on a process; by default level zero is considered to be all the questions without any levels. While creating levels, you can assign same level to multiple questions and also to multiple users. Additionally, you cannot skip a level, you have to create levels in succession for the process to function properly.

Milestone - It is a question level alert option that allows users to get alerts for any non compliant questions. This can be only set on MCQ and Score type of questions and once set, every user needs to subscribe to them on user level from the Reports>Milestone tab, to get an Email or SMS alert every time a milestone is achieved.

Administrators Only - Only a user with admin rights will be able to see and respond to that question.

Always and Till first Entry - If Allow Data Edit(under process properties) is enabled the you can edit the question depending on the option selected here.  Former will allow users to modify their submissions multiple times without any cap whereas latter will only allow it once.

Only Camera Evidence - Select the "Orientation Type" of the pictures that are taken by the users on Mobile devices. You can choose from three options, None, Portrait and Landscape.

Spotlight Question - It allows to tag a question as a "Spotlight", and can be used to see the response of a certain question from the submission screen itself without having to access reports or processes.

Apply formulae - You can add formulas to Score type questions by selecting tasks from the left window (organized by sections), adding them to the workspace (empty box) in the center by clicking ->. Select expression (*,+) from the collection in right. You can also undo selection or clear window by clicking relevant icons in the workspace. Once the formula is configured you need to click on "Apply" to complete the process of setting up a formula.

Rearrange - You can use this option to rearrange sections, sub-sections and questions.

Preview - To avoid any errors before hitting "Done", you can click on this option to scrutinize your created process.

Once you have completed creating the questionnaire, you can click on "Done" to save the process.

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Create Checklist Apps

Checklist is a type of job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the "to do list".

 

When to use this building block

Questions where the answer options are limited to two. Indicate the favorable answer and track compliance. Best suited for all types of checklists.

 

Inclusions

Questions: Multiple Choice Single Answer, Dependent

Process properties: All Coverage's, Time zone, Occurrence, Cut-off, Data Edit, Geo-compliance, Only Camera Evidence, End Date, Group Code, System Calculated Score

 

Exclusions

Questions: Multiple Choice Multiple Answer, Short, Descriptive, Score, Rating, Drop-down select, Dependent, NPS, Location

Process properties: Multiple Records, Duplicates, Question Tag, Maximum Score

 

Use cases

Start/End of day Checklist, SOP Checklists
Sample Report

Click on Content->Process -> Add New

Process Type - Checklist

Process Name - Give the name for the Apps to be created

Click on continue.

Process Name - Edit Apps name (if needed)

Process Objective - Define the objective of the process. It will be visible to the users before starting the process submission.

Instructions - You can add the steps to fill the process.

*Coverage - The "Coverage" field, will basically allow you to select or create an entity that you are trying to assess. You can choose from Cities, Units, Modules, Users, Process, Resources and Others.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Timezone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

Cut Off - It will enable you to set a "Start and End time of the Process for the chosen frequency.

(a) Has a Start Time - Set the time at which process will available to users for submission

(b)  Has a Cut-off - Set the time after which process will not be available to users for submission.

You can select between two configurations :

Allow process after cut-off - Allows users to submit the Process even after cut-off. In the reports the reviewer can see whether the users were compliant or not.

Do not Allow Process after cut-off - It will not allow users to submit the process after cut-off.

(c) Allow Future Date : Allows users to fill in the process for future date.

Geo Location - It will allow you to see whether the process was filled at the store or away from the store.

Allow people to submit outside the fence - It will allow users to submit the process from outside the geofenced area. However, in the reports the system will record it as non compliance.

Do not allow people to submit outside the fence - It will not allow users to start the process for any store unless they are within the configured geofence.

Enable data edit - It will allow users and report admins to edit data once submitted. Selecting this option enables edit for the entire report.

Only Camera Evidence - It will restrict the users to only take pictures in real-time for any attachment enabled questions. It has to be configured on every question, otherwise, it wont work.

End Date - It will give you an option to set the closing date of the process.

Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Once you define and save the process properties you will arrive at template.

Add New Question - Add a new checklist type question to the template. Give the options and mark the correct answer.

Mandatory - Make the question as compulsory.

Attach a reference Image . Attach a reference image to the question.

Advanced Options

Allow Comments - You can enable comments to the question and give a customized label to it. You may also add the text validation, if need be. Text validation can also be set for "Short Answer" type question and also for "Score" type of questions you will have an option to set up a range.

Allow Attachments - Choose from the 4 attachment options and make them mandatory if needed. If "Only Camera Evidence" option is selected on "Edit properties" screen, on each question level you can only allow image as an attachment.

Not Applicable - If a certain sections/questions is not relevant for a store/user you can give them an option to select "Not Applicable (NA)"; which when selected by the users will not affect their overall score and the system by itself will deduct those line items from the overall score for their submissions.

Link this question to the response of another question -It is an option that allows you to set dependency.

Reference Link - If you want to share a reference link for the question you add the link here. Once it is enabled, users from the front end can click on the link and it will redirect them to the website.

Add another - It will allow you to create more questions within the same dialog box instead of clicking on "Add New Question"

Select Question -  It will allow you to add questions from the system itself which have been created earlier. The range and variety of questions in the question bank will be limited to the respective process type.

Import Process - If you want to import questions from another process you can use " Import Process" option. For example, if there are two processes A & B; A has 10 questions which are being filled by Store Managers, and process B is being used by Operations Manager to capture the data of question 8 and 9 in process B then they can use "Import Process" option to do so.

Gear icon - You can configure various properties related to each question.

Requires Attachment - It is a shortcut for allowing attachments on a question without accessing the question dialog box.

Requires Action - It allows you to set a serial Workflow. Using this option you can add various levels on a process; by default level zero is considered to be all the questions without any levels. While creating levels, you can assign same level to multiple questions and also to multiple users. Additionally, you cannot skip a level, you have to create levels in succession for the process to function properly.

Milestone - It is a question level alert option that allows users to get alerts for any non compliant questions. This can be only set on MCQ and Score type of questions and once set, every user needs to subscribe to them on user level from the Reports>Milestone tab, to get an Email or SMS alert every time a milestone is achieved.

Administrators Only - Only a user with admin rights will be able to see and respond to that question.

Always and Till first Entry - If Allow Data Edit(under process properties) is enabled the you can edit the question depending on the option selected here.  Former will allow users to modify their submissions multiple times without any cap whereas latter will only allow it once.

Only Camera Evidence - Select the "Orientation Type" of the pictures that are taken by the users on Mobile devices. You can choose from three options, None, Portrait and Landscape.

Spotlight Question - It allows to tag a question as a "Spotlight", and can be used to see the response of a certain question from the submission screen itself without having to access reports or processes.

Apply formulae - You can add formulas to Score type questions by selecting tasks from the left window (organized by sections), adding them to the workspace (empty box) in the center by clicking ->. Select expression (*,+) from the collection in right. You can also undo selection or clear window by clicking relevant icons in the workspace. Once the formula is configured you need to click on "Apply" to complete the process of setting up a formula.

Rearrange - You can use this option to rearrange sections, sub-sections and questions.

Preview - To avoid any errors before hitting "Done", you can click on this option to scrutinize your created process.

Once you have completed creating the questionnaire, you can click on "Done" to save the process.

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Create Audit Apps

Audit is the examination or inspection of various processes by an auditor followed by physical checking of inventory to make sure that all departments are following documented guidelines. It is done to ascertain the accuracy of tasks performed by the employees.

 

When to use this building block

In Audits questions and answers can have weightage. Adherence is auto-computed based on the responses. Use this for auditing locations or activities.

 

Inclusions

Questions: MCQ, Short, Descriptive, Score, Rating, Dependent

Process properties: All Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Duplicates, Only Camera Evidence, Multiple Records, Maximum Score, End Date, Group Code, System Calculated Score

 

Exclusions

Questions: Drop-down select, NPS, Location

 

Use cases

Ops Audit, Legal Audit, Quality Audit

Click on Content->Process -> Add New

Process Type - Audits

Process Name - Give the name for the Apps to be created

Click on continue.

Process Name - Edit Apps name (if needed)

Process Objective - Define the objective of the process. It will be visible to the users before starting the process submission.

Instructions - You can add the steps to fill the process.

*Coverage - The "Coverage" field, will basically allow you to select or create an entity that you are trying to assess. You can choose from Cities, Units, Modules, Users, Process, Resources and Others.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Timezone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

Cut Off - It will enable you to set a "Start and End time of the Process for the chosen frequency.

(a) Has a Start Time - Set the time at which process will available to users for submission

(b)  Has a Cut-off - Set the time after which process will not be available to users for submission.

You can select between two configurations :

Allow process after cut-off - Allows users to submit the Process even after cut-off. In the reports the reviewer can see whether the users were compliant or not.

Do not Allow Process after cut-off - It will not allow users to submit the process after cut-off.

(c) Allow Future Date : Allows users to fill in the process for future date.

Geo Location - It will allow you to see whether the process was filled at the store or away from the store.

Allow people to submit outside the fence - It will allow users to submit the process from outside the geofenced area. However, in the reports the system will record it as non compliance.

Do not allow people to submit outside the fence - It will not allow users to start the process for any store unless they are within the configured geofence.

Enable data edit - It will allow users and report admins to edit data once submitted. Selecting this option enables edit for the entire report.

Duplicates  - This option facilitates more than one users submitting data for the same form if assigned. You'll have options to view data from different sources on reports. Additionally, once checked, you can also configure the reports by using "Report Config" option and choosing from the relevant option in the dropdown.

Only Camera Evidence - It will restrict the users to only take pictures in real-time for any attachment enabled questions. It has to be configured on every question, otherwise, it wont work.

Multiple Records - It allows users to fill the form multiple times during the defined period. This is best suited when more than one records on a form are expected. Additionally, once checked, you can also configure the reports by using "Report Config" option and choosing from the relevant option in the dropdown.

To make a process as public multiple record should be checked.

Hide Question Tag - To hide the question tag from the audit processes if it is not required

End Date - It will give you an option to set the closing date of the process.

Maximum score - Set the "Maximum score" for the Audits and it can be used to set a custom denominator for the overall score calculation.

Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Once you define and save the process properties you will arrive at template.

Add New Question - Add a new question to the template.

Mandatory - Make the question as compulsory.

Attach a reference Image . Attach a reference image to the question.

You can choose the question type from the drop down. There are 7 question types described below.

Multiple Choice Single Answer - It allows users to choose only one answer

Multiple Choice Multiple Answer - It allows users to choose multiple answers

Score - It allows users to enter numbers only

Rating - It allows users to rate a few areas using various rating options

Short Answer - It allows users to key-in alphanumeric characters with a word limit

Descriptive Answer- It allows the users to key-in alphanumeric characters without any word limit

Multiple Choice Single Answer Image - It allows users to choose only one image option from four options

Multiple Choice Multiple Answer Image - It allows users to choose multiple image answers

Advanced Options

Allow Comments - You can enable comments to the question and give a customized label to it. You may also add the text validation, if need be. Text validation can also be set for "Short Answer" type question and also for "Score" type of questions you will have an option to set up a range.

Allow Attachments - Choose from the 4 attachment options and make them mandatory if needed. If "Only Camera Evidence" option is selected on "Edit properties" screen, on each question level you can only allow image as an attachment.

Not Applicable - If a certain sections/questions is not relevant for a store/user you can give them an option to select "Not Applicable (NA)"; which when selected by the users will not affect their overall score and the system by itself will deduct those line items from the overall score for their submissions.

Link this question to the response of another question -It is an option that allows you to set dependency.

Reference Link - If you want to share a reference link for the question you add the link here. Once it is enabled, users from the front end can click on the link and it will redirect them to the website.

Add Another - It will allow you to create more questions within the same dialog box instead of clicking on "Add New Question"

Select Question -  It will allow you to add questions from the system itself which have been created earlier. The range and variety of questions in the question bank will be limited to the respective process type.

Import Process - If you want to import questions from another process you can use " Import Process" option. For example, if there are two processes A & B; A has 10 questions which are being filled by Store Managers, and process B is being used by Operations Manager to capture the data of question 8 and 9 in process B then they can use "Import Process" option to do so.

Gear icon - You can configure various properties related to each question.

Requires Attachment - It is a shortcut for allowing attachments on a question without accessing the question dialog box.

Requires Action - It allows you to set a serial Workflow. Using this option you can add various levels on a process; by default level zero is considered to be all the questions without any levels. While creating levels, you can assign same level to multiple questions and also to multiple users. Additionally, you cannot skip a level, you have to create levels in succession for the process to function properly.

Milestone - It is a question level alert option that allows users to get alerts for any non compliant questions. This can be only set on MCQ and Score type of questions and once set, every user needs to subscribe to them on user level from the Reports>Milestone tab, to get an Email or SMS alert every time a milestone is achieved.

Administrators Only - Only a user with admin rights will be able to see and respond to that question.

Always and Till first Entry - If Allow Data Edit(under process properties) is enabled the you can edit the question depending on the option selected here.  Former will allow users to modify their submissions multiple times without any cap whereas latter will only allow it once.

Only Camera Evidence - Select the "Orientation Type" of the pictures that are taken by the users on Mobile devices. You can choose from three options, None, Portrait and Landscape.

Spotlight Question - It allows to tag a question as a "Spotlight", and can be used to see the response of a certain question from the submission screen itself without having to access reports or processes.

Apply formulae - You can add formulas to Score type questions by selecting tasks from the left window (organized by sections), adding them to the workspace (empty box) in the center by clicking ->. Select expression (*,+) from the collection in right. You can also undo selection or clear window by clicking relevant icons in the workspace. Once the formula is configured you need to click on "Apply" to complete the process of setting up a formula.

Rearrange - You can use this option to rearrange sections, sub-sections and questions.

Preview - To avoid any errors before hitting "Done", you can click on this option to scrutinize your created process.

Once you have completed creating the questionnaire, you can click on "Done" to save the process.

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Create Assessment Apps

Assessments can be used to assess someone knowledge & understanding related to a particular topic.

When to use this building block

Create your own question bank and randomize these questions for automated assessments. Set minimum scores to clear assessments. Use this for all types of e-tests.

Inclusions

Questions: MCQ, Short, Descriptive

Process properties: Roles Coverage, Timezone, Occurrence, Cut-off, Timer, Start Date, End Date, Randomize Questions, Hide Results, Maximum Attempts, Maximum Score, Success Threshold, Group Code, System Calculated Score

Exclusions

Questions: Score, Rating, Drop-down select, Dependent, NPS, Location

Process properties: Non Role Coverages, Data Edit, Duplicates, Only Camera Evidence, Multiple Records, Question Tag

 

Use cases

Tests, Quizzes, Contests, Product Knowledge Assessments
Sample Report

Click on Content->Process -> Add New

Process Type - Assessments

Process Name - Give the name for the Apps to be created

Click on continue.

Process Name - Edit Apps name (if needed)

Process Objective - Define the objective of the process. It will be visible to the users before starting the process submission.

Instructions - You can add the steps to fill the process.

*Lock Roles- Once a role is locked any user who is already active on the system or a user who is newly added to that role, will have the assessment assigned automatically; without any manual intervention, post activation of their ID.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Time zone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

Duration - You can set amount of time available to the assignee once he/she starts the assessment. Countdown starts as soon as the form is opened. Assignees can save or submit a response till assessment time is up. The last saved response can also be submitted after time is up.

Cut-off -  will enable you to set an End time of the Assessment for the chosen frequency. Once you check this box, you will need to key in the data against "Completion by" field below - wherein you will have to enter data in "Days from start" and "Time" sections.

End Date - The assessment is auto-inactivated after the End date/ time and assignees cannot access it after this time.

Randomize - It allow you to randomize the questions within each section to avoid cheating.

Hide Assessment Result - It will hide the assessment results from the users.

*Maximum Attempts - You can set the maximum attempts a candidate can take during the specified period.

*Maximum Score - The total marks for the Assessment can be set using the "Maximum Score" option. Entering it here helps you ensure that marks given to each question add up to this number.

*Success Threshold - It will help you configure the pass percentage of the Assessment.

Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Once you define and save the process properties you will arrive at template.

Add New Question - Add a new question to the template.

Attach Image . Attach a reference image to the question.

You can choose the question type from the drop down. There are 6 question types described below.

Multiple Choice Single Answer - It allows users to choose only one answer

Multiple Choice Multiple Answer - It allows users to choose multiple answers

Short Answer - It allows users to key-in alphanumeric characters with a word limit

Descriptive Answer- It allows the users to key-in alphanumeric characters without any word limit

Multiple Choice Single Answer Image - It allows users to choose only one image option from four options

Multiple Choice Multiple Answer Image - It allows users to choose multiple image answers

Advanced Options

Allow Attachments - Choose from the 4 attachment options and make them mandatory if needed. If "Only Camera Evidence" option is selected on "Edit properties" screen, on each question level you can only allow image as an attachment.

Reference Link - If you want to share a reference link for the question you add the link here. Once it is enabled, users from the front end can click on the link and it will redirect them to the website.

Add Another - It will allow you to create more questions within the same dialog box instead of clicking on "Add New Question"

Select Question -  It will allow you to add questions from the system itself which have been created earlier. The range and variety of questions in the question bank will be limited to the respective process type.

Scoring - You can give the question score by clicking on number just before the gear icon. The total score of all the  questions should be equal to the maximum score set in the process properties.

Gear icon - You can configure various properties related to each question.

Requires Attachment - It is a shortcut for allowing attachments on a question without accessing the question dialog box.

Only Camera Evidence - Select the "Orientation Type" of the pictures that are taken by the users on Mobile devices. You can choose from three options, None, Portrait and Landscape.

Rearrange - You can use this option to rearrange sections, sub-sections and questions.

Preview - To avoid any errors before hitting "Done", you can click on this option to scrutinize your created process.

Once you have completed creating the questionnaire, you can click on "Done" to save the process.

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Create Appraisal Apps

Appraisal is the act of examining someone or something in order to judge their qualities, success, or needs.

When to use this building block

In Appraisals questions and answers can have weightage that can be used to arrive at a total score. You can use this for assessing people or any other entity

Inclusions

Questions: MCQ, Short, Descriptive, Score, Rating, Dependent

Process properties: All Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Duplicates, Only Camera Evidence, Multiple Records, Maximum Score, End Date, Group Code, System Calculated Score

Exclusions

Questions: Drop-down select, NPS, Location

Process properties: Question Tag

 Use cases

Employee Appraisals, Product Appraisals, Interview Feedback

Sample Report

Click on Content->Process -> Add New

Process Type - Appraisals

Process Name - Give the name for the Apps to be created

Click on continue.

Process Name - Edit Apps name (if needed)

Process Objective - Define the objective of the process. It will be visible to the users before starting the process submission.

Instructions - You can add the steps to fill the process.

*Coverage - The "Coverage" field, will basically allow you to select or create an entity that you are trying to assess. You can choose from Cities, Units, Modules, Users, Process, Resources and Others.

*Occurrence - Configure whether the Process is going to be "One time" or "Recurring".

*Timezone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

*Periodicity - This field gives you an option to select how often this Process repeats itself. You can choose from daily, weekly, monthly, quarterly, half-annually, annually or set a custom frequency.

Cut Off - It will enable you to set a "Start and End time of the Process for the chosen frequency.

(a) Has a Start Time - Set the time at which process will available to users for submission

(b)  Has a Cut-off  - Set the time after which process will not be available to users for submission.

You can select between two configurations :

Allow process after cut-off - Allows users to submit the Process even after cut-off. In the reports the reviewer can see whether the users were compliant or not.

Do not Allow Process after cut-off - It will not allow users to submit the process after cut-off.

(c) Allow Future Date : Allows users to fill in the process for future date.

Geo Location - It will allow you to see whether the process was filled at the store or away from the store.

Allow people to submit outside the fence - It will allow users to submit the process from outside the geofenced area. However, in the reports the system will record it as non compliance.

Do not allow people to submit outside the fence - It will not allow users to start the process for any store unless they are within the configured geofence.

Enable data edit - It will allow users and report admins to edit data once submitted. Selecting this option enables edit for the entire report.

Duplicates  - This option facilitates more than one users submitting data for the same form if assigned. You'll have options to view data from different sources on reports. Additionally, once checked, you can also configure the reports by using "Report Config" option and choosing from the relevant option in the dropdown.

Only Camera Evidence - It will restrict the users to only take pictures in real-time for any attachment enabled questions. It has to be configured on every question, otherwise, it wont work.

End Date - It will give you an option to set the closing date of the process.

Maximum Score - You set the maximum score which can be used to set a custom denominator for the overall score calculation.

Group Code - You can create a new group or use an existing one for easy accessibility of processes. To create a new group you will have to enter three Alphanumeric characters in the first field, once done, then you'll see an option to key in the title of the group in a small dialog box which appears instantly after keying in the data in the first field.

Once you define and save the process properties you will arrive at template.

Add New Question - Add a new question to the template.

Mandatory - Make the question as compulsory.

Attach Image . Attach a reference image to the question.

You can choose the question type from the drop down. There are 8 question types described below.

Multiple Choice Single Answer - It allows users to choose only one answer

Multiple Choice Multiple Answer - It allows users to choose multiple answers

Score - It allows users to enter numbers only

Rating - It allows users to rate a few areas using various rating options

Short Answer - It allows users to key-in alphanumeric characters with a word limit

Descriptive Answer- It allows the users to key-in alphanumeric characters without any word limit

Multiple Choice Single Answer Image - It allows users to choose only one image option from four options

Multiple Choice Multiple Answer Image - It allows users to choose multiple image answers

Advanced Options

Allow Comments - You can enable comments to the question and give a customized label to it. You may also add the text validation, if need be. Text validation can also be set for "Short Answer" type question and also for "Score" type of questions you will have an option to set up a range.

Allow Attachments - Choose from the 4 attachment options and make them mandatory if needed. If "Only Camera Evidence" option is selected on "Edit properties" screen, on each question level you can only allow image as an attachment.

Link this question to the response of another question -It is an option that allows you to set dependency.

Reference Link - If you want to share a reference link for the question you add the link here. Once it is enabled, users from the front end can click on the link and it will redirect them to the website.

Add another - It will allow you to create more questions within the same dialog box instead of clicking on "Add New Question"

Select Question -  It will allow you to add questions from the system itself which have been created earlier. The range and variety of questions in the question bank will be limited to the respective process type.

Import Process - If you want to import questions from another process you can use " Import Process" option. For example, if there are two processes A & B; A has 10 questions which are being filled by Store Managers, and process B is being used by Operations Manager to capture the data of question 8 and 9 in process B then they can use "Import Process" option to do so.

Gear icon - You can configure various properties related to each question.

Requires Attachment - It is a shortcut for allowing attachments on a question without accessing the question dialog box.

Requires Action - It allows you to set a serial Workflow. Using this option you can add various levels on a process; by default level zero is considered to be all the questions without any levels. While creating levels, you can assign same level to multiple questions and also to multiple users. Additionally, you cannot skip a level, you have to create levels in succession for the process to function properly.

Milestone - It is a question level alert option that allows users to get alerts for any non compliant questions. This can be only set on MCQ and Score type of questions and once set, every user needs to subscribe to them on user level from the Reports>Milestone tab, to get an Email or SMS alert every time a milestone is achieved.

Administrators Only - Only a user with admin rights will be able to see and respond to that question.

Always and Till first Entry - If Allow Data Edit(under process properties) is enabled the you can edit the question depending on the option selected here.  Former will allow users to modify their submissions multiple times without any cap whereas latter will only allow it once.

Only Camera Evidence - Select the "Orientation Type" of the pictures that are taken by the users on Mobile devices. You can choose from three options, None, Portrait and Landscape.

Spotlight Question - It allows to tag a question as a "Spotlight", and can be used to see the response of a certain question from the submission screen itself without having to access reports or processes.

Rearrange - You can use this option to rearrange sections, sub-sections and questions.

Preview - To avoid any errors before hitting "Done", you can click on this option to scrutinize your created process.

Once you have completed creating the questionnaire, you can click on "Done" to save the process.

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

Create Surveys

Surveys are a method gathering and measuring information on targeted variables in an established system, which then enables one to answer relevant questions and evaluate outcomes.

When to use this building block

Use this to collect any kind of data - quantitative or qualitative. Allow dynamic alteration by adding questions depending on the answers provided by the users.

Inclusions

Questions: MCQ, Short, Descriptive, Score, Rating, Drop-down select, Dependent, NPS, Location

Process properties: All Coverage's, Timezone, Occurrence, Cut-off, Data Edit, Geo-compliance, Duplicates, Only Camera Evidence, Multiple Records, End Date, Group Code

Exclusions

Process properties: Question Tag, Maximum Score, System Calculated Score

Use cases

Daily Sales Report, Ops Issue Tracker, VM Review

Sample Report

Click on Content->Surveys-> Add New

Process Name - Give the name for the Apps to be created

Click on continue.

Process Name - Edit Apps name (if needed)

Process Objective - Define the objective of the process. It will be visible to the users before starting the process submission.

Content Type - You can choose My Content if you want the users to have some context or to go through some reading material before the survey questionnaire.

*Introduction - It can be used to create a brief statement or account of the main points of the Survey for the users.

*Build Survey - You can either add new questions ("Add New") or add existing questions("Search & Add")

Add New - Enter the question text.

Mandatory - Make the question as compulsory.

Attach Image . Attach a reference image to the question.

You can choose the question type from the drop down. There are 10 question types described below.

Multiple Choice Single Answer - It allows users to choose only one answer

Multiple Choice Multiple Answer - It allows users to choose multiple answers

Rating - It allows users to rate a few areas using various rating options

Short Answer - It allows users to key-in alphanumeric characters with a word limit

Descriptive Answer- It allows the users to key-in alphanumeric characters without any word limit

Multiple Choice Single Answer Image - It allows users to choose only one image option from four options

Multiple Choice Multiple Answer Image - It allows users to choose multiple image answers

External Query - It allows you to host the data in the cloud using "Manage Master" option and then pull the data from the file - it is normally used in processes wherein based on selection of question automatically all other questions need to be auto populated

Internal Query - if you need more than 20 options then this type of question will allow you to create a drop down question with unlimited options based on Users, Roles, Functions, Cities, Stores or Resources coverages

Net Promoter Score @ Wooqer - It allows you to create questions based on Smileys Rating scale, usually used in Customer feedback use case

Advanced Options

Allow Comments - You can enable comments to the question and give a customized label to it. You may also add the text validation, if need be. Text validation can also be set for "Short Answer" type question and also for "Score" type of questions you will have an option to set up a range.

Reference Link - If you want to share a reference link for the question you add the link here. Once it is enabled, users from the front end can click on the link and it will redirect them to the website.

Search & Add - This option will allow you to add questions from the system itself which have been created earlier for other surveys. Once you click o this option it will open a survey question bank from where you can choose and add questions instantly.

X - You can use this option to delete a question

Edit - Use the pencil icon to edit a question

Instructions - You can add the steps to fill the process.

*Periodicity- Configure whether the Process is going to be "One time" or "Recurring".

*Timezone - Select the Time zone of the Process in which the process is targeted. Cutoff time will be calculated as per this time zone.

Closing Text - You can give a test which will appear at the end of the survey.

*Closing Condition - You can select the closing condition for the survey as either Date or % respondents.

*Percentage value - If you select %respondents then set the minimum percentage of responses received after which the survey will close.

*End Date - It will give you an option to set the closing date of the survey.

 

For effective functioning of a process, selecting your audience for assignment and sharing is a very important step.

Assignment: The users will be able to see the process on the To Do list and can submit the same

Sharing: It will allow users to see the report for their own or their reportee submissions.

Steps for assigning the process

Click on the person icon.

Assign and share the process to the users individually, with the "User" filter enabled. Search through the users name under "Search" field to search for the user in question. Then from the "Assign/Share for" column, click on "10/10 stores" (varies on coverage type and number) icon and under "Assign" & "Share" column on the dialog box that appears, check the store that you want to assign to the user and share the reports of the stores that you want to share with the user.

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