SOP: Creating a Questionnaire Document
Objective
To create a document with questions and answers that can be easily filled out by the user.
Key Steps
Access the document screen in the administration section.
Create a new document to open the document editor.
Populate the fields by:
Attaching a name for the document (e.g., Questionnaire 1).
Adding questions for the user to answer.
Creating fields for answers (e.g., answer one, answer two, answer three).
Attaching labels to the fields to display the questions.
Differentiating question types (text, date, number).
Check the "show at top document" option for all fields.
Preview the document to see how it will appear to the user.
User fills out the questions and answers.
User provides a signature, agrees to use electronic records and signatures.
Preview the signed document.
Cautionary Notes
Ensure all fields are clearly labeled for easy understanding.
Double-check the question types (text, date, number) for accuracy.
Verify the "show at top document" option is selected for all fields.
Tips for Efficiency
Pre-populate the document with basic information to save time.
Use a consistent format for labeling questions and answers.
Encourage users to fill out the document completely for accurate records.
Link to Loom