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 Set1. Select Application2. Select Question Code3. Questions for selected

Question Code are displayed in Question grid

4. Answers for selected Question are displayed in Answer grid

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2

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4

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 FROMIn 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) Intake2. 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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1

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 = Profile2. Select Question Code

– Question Code is created on Question Template page and selected here

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1

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