Question Bank | Add and Edit Questions

#Forms

Updated over a week ago

The questions in the Question Bank can be used across multiple TouchPoints without rebuilding the element in each TouchPoint or maintaining the same field in multiple TouchPoints.

All element types except grids and page breaks are supported. When building an element in the Question Bank, all standard element attributes (pseudonym, required/not required, etc.) can be set. When working with the element in the TouchPoint, whether the element is required or not can be changed, everything else (answer choices, formatting, etc.) can only be managed from the Question Bank. There is the ability to set two additional attributes for question tag (which provides a quick filtering/sorting option) and whether the question should be enterprise-level. Questions can be backed up and restored via Back Up/Restore ETO Configuration.

Note: The question bank has a size limitation of a normal ETO Touchpoint. It can contain up to 1000 storage blocks, which may be less than 1000 questions as some questions, like address and list choice, take up more than one storage block.

Managing the Question Bank

  1. On the Navigation Bar, click Site Administration.

  2. Select "Question Bank."

  3. Click the "New Question" button at the top of the page.

  4. Select the element type for the question you wish to create.

  5. Click "Continue."

  6. Your element creation options will differ depending on the element you choose.

  7. Add a tag at the bottom of the page to make it easier to search for your question.

  8. If you are an enterprise manager, you will have the option to set the scope to enterprise level. Otherwise the element will be automatically scoped to site level.

  9. Click "Save."

  10. See a list of all Active Question Bank Elements

  11. Edit, Disable, Delete, and Copy Available from this Menu


Things to Note:

  • All element types except grids and page breaks are supported. 

  • When building an element in the Question Bank, all standard element attributes (pseudonym, required/not required, etc.) can be set. 

  • When working with the element in the TouchPoint, whether the element is required or not can be changed, everything else (answer choices, formatting, etc.) can only be managed from the Question Bank. 

  • There is the ability to set two additional attributes for question tag (which provides a quick filtering/sorting option) and whether the question should be enterprise-level. 

  • Questions can be backed up and restored via Back Up/Restore ETO Configuration. 


Adding Questions to Touchpoints

  1. Open the Navigation Bar and go to Site Administration

  2. Click Manage Touchpoints

  3. Navigate to a new or existing TouchPoint

  4. Click "+ Add Question" inside of the Touchpoint

  5. On the "Select Element Type" list, select "Question Bank Element"

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