This is a program which allows the user to create it's own questionnaires to be used in the CRM for any purpose of data collection.
Remarks: This is a “Per Property” program. This means, add edit, delete will not affect other property.
To Add
Adding Question under Main Category
- Select the "add/edit button"
- Select the main category where you want to add the question.
- Click the "Add new record"
- Fill in all the related fields. For each question you have to define the Question type & the Value. The uniqueness of the sequence should be unique within one main category.
- You can also upload an icon. This is optional.
- Click Submit when done.
There are basically 5 Question types of questions and unlimited categories.
- Open questions: These questions require a written answer from the guest. E.g. "Do you have any suggestions to improve our restaurant?
- Closed questions: These questions are answered by yes or no.
- Judgmental questions: These questions can have a range like 0-10, or 'Bad', 'Under Average', 'Average', 'OK', 'Good', 'Very Good', Excellent' (CSV format)
- Date: result in a date box
- Quantity: result in a field with a numeric value (numeric stepper)
Adding Question under Sub Category
- Select the "add/edit button"
- Select the main category to which the sub category belongs to.
- Click the "Add new record" under the sub category you selected.
- Fill in all the related fields. For each question you have to define the Question type & the Value. The uniqueness of the sequence should be unique within one main category.
- You can also upload an icon. This is optional.
- Click Submit when done.
To Edit
- Click the "edit" icon and start editing the data.
- Click "submit" when done.
- Click "cancel" if you don't want to make any changes
To Delete (deactivate)
- Select the Question name that you want to deactivate, click the "deactivate" button.
- Are you sure you want to de-activate this record?
- Click "OK".
To Re-activate
- UN-tick the box “hide inactive” to show the in-active records.
- Select the Question name that you want to re-activate, click "re-activate" button.
- Are you sure you want to re-activate this record?
- Click "OK".
To Move Question
- Select the "Move Question button"
- Select the main category where you want to add the question.
- Select the question that you want to move from the left box
- Middle Box: Select the new main category
- Right Box: Select the new main category or sub category.
- Click Submit when done.