Skip to main content

Creating questionnaires and configuring actions

Suggest edit
Updated on May 12, 2021

Use questionnaires to capture information about patients. By taking advantage of the multiple formats of questions in your questionnaires, you can collect the precise data that your business processes require.

To save time, you can collect related questions on one page such as a patient's health question page, and then reuse that page in other questionnaires.

Before you begin: Create the question pages. For more information, see Creating question pages.
  1. To access the authoring portal for questionnaires, in the left pane of the Business Analyst portal, click Questionnaires.
    You can use the portal to create new questionnaires, question pages, and questions, as well as edit and remove them.
  2. On the Questionnaire management page, click the Questionnaires tab.
  3. Click Create questionnaire.
  4. In the Create new questionnaire dialog box, enter basic information about the questionnaire, and then click Save.
  5. On the Questionnaire tab, add a question page to the questionnaire by clicking Add question page.
  6. In the Add question page dialog box, select how you want to add the question pages:
    ChoicesActions
    Create a new question pageClick Create new, and then follow the steps in Creating question pages.
    Use an existing question page
    1. Click Use existing.
    2. In the Add question page dialog box, in the Question page name drop-down list, select the question page, and then click Add question page.
    3. In the Visible when field, select an option to describe the display of the question page.
    4. In the drop-down list, if you select Existing condition, select a condition.
    5. If you select Custom condition, in the Question page name field, enter the name to specify the name of the condition rule, click the Click to configure conditions icon, and in the Conditions dialog box, select options to specify the condition.
      For information about configuring the fields in this dialog box, see Defining conditions in the condition builder
    6. Optional: To add more question pages to the questionnaire, repeat steps 6.a through 6.e.
    7. When you are finished adding your question pages, click Add in the dialog box.
    8. On the Questionnaire tab, review the list of question pages.
  7. Click Add question to add questions to the questionnaire, and follow the steps in Creating questions with single answers or Creating questions with multiple answers.
  8. Click Save questionnaire.
  9. On the specified questionnaire, click the Configuration tab.
  10. In the Category field, select the category that applies to the goal of the questionnaire. For example: If the patient is trying to quit smoking, select Smoking Cessation. If the patient is trying to improve nutrition and exercise goals, select Health coaching.
  11. In the Instructions field, enter text that describes the purpose of the questionnaire and guidance to help the patients complete the questionnaire.
  12. In the Validation type field, select how you want to validate the questionnaire:
    ChoicesActions
    Existing
    1. In the Existing validation name drop-down list, select a validation name.
    Custom
    1. In the Custom condition name field, enter a name to specify the condition rule, click the Click to configure validations icon, and in the Validate fields based on these conditions dialog box, complete the fields to specify the conditions for validation.
      For information about validating the fields, see Validating answers in a questionnaire.
  13. Optional: To configure actions at the global questionnaire level, and not just at the individual pages or question levels, click Create action. For example: You might have three questions that are related to blood pressure and blood sugar in the questionnaire. Based on the total score of these questions, you might create a task for a health assessment.
  14. In the Action details dialog box, in the Action name field, enter a meaningful label.
  15. In the When to apply field, select an option to specify the conditions for when to display this action.
    ChoicesActions
    Existing condition
    1. Select a condition.
    Custom condition
    1. In the Custom condition name field, enter a meaningful label for the condition, click the Click to configure conditions icon, and in the Conditions dialog box, select options that specify the condition.
      For information about configuring the fields in this dialog box, see Defining conditions in the condition builder.
  16. In the Configure action items section, in the Category drop-down list, select an action. for example Task.
  17. In the Name list, select a task.
  18. To assign the task to a care manager or to a work queue, in the Assign to field, select an assignee.
    The Assign to field is available only if you selected a task.
  19. Repeat steps 16 through18 for additional actions.
  20. Click Submit.
  21. Click Save questionnaire.
  22. Optional: Click Preview to preview the questionnaire.
  23. Optional: Click Print to print or save the questionnaire as a PDF.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us