aesuniversity creating question sets. question sets what are question sets? where can questions sets...
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Adsystech, Inc.
AESuniversityCreating Question Sets
Adsystech, Inc.
Question Sets
• What are Question Sets?• Where can Questions Sets be used?• How do you create a new Question
Set?
Adsystech, Inc.
What are Question Sets?
• Question Sets are groups of questions that can collect various Client information– Assessments, scales, eligibility information– Case Notes with specific prompts– Test Scores– Follow up progress
• Each Question Set has a Question Code that identifies it
Adsystech, Inc.
Where can Questions be used?
• Central Intake Eligibility/Profile page• Program Entry• Program Assessments/Profile page• Program Exit• Follow-up after Client Exit
Adsystech, Inc.
Question Set Creation
• Organization Library: Question Template page
• A Question Code must be created before assigning to a Program or Service
• A Question Code may have multiple questions, each having multiple answers
Adsystech, Inc.
Question Set FAQs
• A Question Code is created for one Application• A Question Code name may be used only once
– Names are Case Sensitive
• The same Question Code may be used for multiple Activities and/or for Entry for multiple Programs
• Each Question has a Consent Level assigned– Questions may be shared across Organizations or
Groups
– Questions can be restricted to specific Organizations or Groups
• Some Questions sets are created by Adsystech and set as SYS, meaning they cannot be changed
Adsystech, Inc.
Question FAQs - 2
• Questions may be copied from one set to another– These can change applications
• Questions can use Rules so they appear only for certain Clients
• Question order may be rearranged• Questions can be single or multiple selection
– Multiple choice will have checkboxes available so User can check as many as apply
• Questions in Central Intake can be grouped for filtering
Adsystech, Inc.
Question FAQs - 3
• Answer format Normal means User can select or type in answer
• Answer format can be Select Only (no fill in answers)
• Answer format can be specific format– Dates, Social Security Numbers, Zip Code, Phone, etc.
• Answers can have custom formats that you create– Useful for Account #s
• Answers can be set to jump to specific questions– Each Answer can jump to a different question
• Answers can be required to include Comment
Adsystech, Inc.
Viewing a Question Set
1. Select Application
2. Select Question Code
3. Questions for selected Question Code are displayed in Question grid
4. Answers for selected Question are displayed in Answer grid
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Adsystech, Inc.
Create a new Question Set
• Select Application• Create new Code• Create new Question and add
information– Create additional Questions
• Create Answers for each Question
Adsystech, Inc.
Creating Question Set• Select Application• Click NEW in Code
container• Enter Question
Code name• Enter Description• Click SAVE
Adsystech, Inc.
Question Fields• Click NEW in Question
container• Select Consent• Select Rule if needed
– Determines which clients see question
• Enter QRY Field Name if using for queries– This is Column Title
• Select Multi Answer• Select Answer Format• Enter Group Name if
needed– This determines Order
alphabetically
• Enter Question text
Query table will be named QRY_”Code name”
Adsystech, Inc.
Question Checkboxes• Active = will show for any
new client• Query = will be used for
query in report– If checked, there MUST be
a QRY Field Name entered
• Required = User cannot save unless all required questions have answers
• For Exit = will appear only for Exit questions, not Entry
• Click SAVE
Adsystech, Inc.
Copy From …• One or more questions can
be copied from a different question code– Answers for each question
will also be copied
• Click COPY FROM
In popup window:• Select Application
– May be different Application
• Select Question Code• Select one or more
questions• Click COPY AND CLOSE• Questions and Answers will
appear in grids
Adsystech, Inc.
Answers• Select Question• Click NEW in answer
container• Enter Answer text• If answer should jump to
different question, select that question in JUMP TO dropdown
• Check Comment Required checkbox if needed
• Click SAVE• Repeat for additional
Answers• Repeat for additional
Questions
Adsystech, Inc.
Central Intake Questions1. Central Intake Program
must be created first in Security Manager– Name must be Central
(space) Intake
2. Question Code selection is what will be used– These Questions will
appear on the Profile page in Central Intake
• No Program Component or Activities need to be created
• Question Code is created on Question Template page and selected here
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Adsystech, Inc.
Program Entry & Exit Questions
• Question Code must be created first on Question Template page
• Select Program in Program grid
• Select Question Code in dropdown
• Click SAVE
Adsystech, Inc.
Activity Questions1. Activity Type = Profile
2. Select Question Code– Question Code is created on
Question Template page and selected here
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Adsystech, Inc.
Question Rules• Some Rules exist
already• Click NEW• Enter Rule information
– Enter Rule Name
– Select Rule Type
– Select Table
– Select Identifier Field
• Click GENERATE– Make selections on
Common Query String popup window
– Click ADD
– Click SAVE AND CLOSE
• Enter Comments• Click SAVE