Using the AutoComplete Questionnaire Template

You can use the autocomplete feature to quickly apply answers to new questionnaires. It is important that there is at least one library setup prior to using the autocomplete functionality. If you have not set up at least one Answer Library, see Creating and Managing Answer Libraries.

To autocomplete a new questionnaire

  1. On the New Questionnaire screen, select AutoComplete Questionnaire Template.
    Note:

    This screen can also be accessed by opening a request and clicking the Add Questionnaire button on the Request Details screen. This button only appears if you have not previously added a questionnaire.

  2. Complete the fields, for more information see Upload Questionnaire Screen Reference.
  3. Click the Next button. The Run AutoComplete modal appears.


  4. Select the Answer Library you would like to run the autocomplete with on the file.
  5. Click the Run AutoComplete button.

    This action will scan your Answer Libraries for the best responses, complete a questionnaire review, and allow you to export the questionnaire to Excel. This may take a few minutes.



    Note:
    If there were any errors when attempting to perform the autocomplete, the Autocomplete Error modal appears.

  6. Click the Review Answers button to review your answers and train your library. For more information, see Reviewing AutoComplete Answers.

    Click the Skip and Finish button to complete the review without reviewing your answers.

Upload Questionnaire Screen Reference



Field
Description
Select Questionnaire Type

Select AutoComplete Questionnaire Template. For more information on the External Questionnaire option, see Importing Questionnaire Source Files for Autocompletion.

Download AutoComplete Questionnaire Template

Click the Download button to download the template and transfer questions to this file.

Upload AutoComplete Questionnaire Template

Upload the completed template.