Adding, Editing, and Deleting Sections

You can divide questions into sections to make assessments easier to complete.

To configure a template, you must open the template in the Template Builder.

To open the Template Builder

  1. On the PIA & DPIA Automation menu, select Setup > Templates. The Templates screen appears.

  2. Hover over a template tile and click the Edit Draft button. The Template Builder appears.

To add a section to a template

  1. In the Template Builder, click Add Section. The Section Name modal appears.


  2. Enter a name for the section.


  3. Click the Add Section button. The new section appears.

To edit a section

  1. Open a template in the Template Builder.
  2. Hover over the section you want to edit until the Edit icon button appears.
  3. Click the Edit icon button. The Section Name modal appears.

  4. Revise the name of the section.
  5. Click the Save button. 

To delete a section

  1. Open a template in the Template Builder.
  2. Hover over the section you want to delete until the Delete icon button appears.
  3. Click the Delete icon button. A confirmation dialog appears. 
  4. Click the Confirm button. 
Note:

If you delete a section, any rules which reference questions in that section will be deleted.

To move a section

  1. Open a template in the Template Builder.
  2. Click and drag the section to the new desired location.
    Note:

    You cannot drag a section to the very top of a template. 

Configuring Welcome Sections

To edit the Welcome section

You can use the free text editor to update your Welcome section.

  1. Open a template in the Template Builder.
  2. Click the Expand icon to expand the Welcome section.
  3. Click the Edit icon . The Edit Welcome Section modal displays.


  4. Make your edits as needed.
    Tip:

    To add hyperlinks to other sites, PDFs, or tables, highlight the text where you want to add the link and click the Link icon .

    To add images, place the text cursor where you want to add the image and click the Image icon .

  5. Click the Save button save your changes.

To hide the Welcome section

  1. Open a template in the Template Builder.
  2. Click the Show or Hide icon next to the Welcome section header to make the section hidden or visible .