{"id":2019,"date":"2020-02-25T18:28:51","date_gmt":"2020-02-25T18:28:51","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&p=2019"},"modified":"2024-06-14T10:11:07","modified_gmt":"2024-06-14T09:11:07","slug":"create-custom-questionnaires","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-custom-questionnaires\/","title":{"rendered":"Create Custom Questionnaires"},"content":{"rendered":"
\n\n

Who is this guide for?<\/strong><\/p>\n

<\/i> Case Management Supervisors<\/strong> and System Supervisors<\/strong><\/p> \n<\/div>\n\n\n\n

This guide will assist you in creating custom questionnaires<\/h2>\n\n\n\n

You can set up custom questionnaires that allow you to view and amend a pre-defined selection of dossier fields. These can also be incorporated into Workflows to help streamline your firm’s data entry.<\/p>\n\n\n\n

Creating a new questionnaire<\/p>\n\n\n\n

Navigate to Supervisor > User Design > View > Add View.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Next, you will need to add a Description, a Worktype, and then select Custom Questionnaire.<\/p>\n\n\n\n

Published Description is only required for New Client Enquiries or Web Workflow Questionnaires.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Once complete, click Save. You will then be returned to the Views area.<\/p>\n\n\n\n

The Views screen<\/p>\n\n\n\n

To start linking fields to your questionnaire, we will have to locate the view.
To assist, Osprey has a filter option to allow you to filter down to a specific View Type.<\/p>\n\n\n\n

Select Custom Questionnaire from this list to filter all Custom Questionnaires.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

When you right click your new Questionnaire, a list of actions will appear.<\/p>\n\n\n\n

    \n
  • Edit:<\/strong> will allow you to change the Description and Published Description. You will not be able to change the View Type or Work Type.<\/li>\n\n\n\n
  • Delete<\/strong>: will allow you to delete the custom questionnaire created.<\/li>\n\n\n\n
  • Clone<\/strong>: will allow you to clone the questionnaire.
    You can clone views\/questionnaires across work types, however if any dossier fields are not available on the destination work type, these will not be cloned<\/li>\n\n\n\n
  • Link<\/strong>: will allow you to link dossier fields to your questionnaire.<\/li>\n<\/ul>\n\n\n\n

    Linking fields to your Questionnaire<\/p>\n\n\n\n

    Right-click on your View and select Link.<\/p>\n\n\n

    \n
    \"\"<\/figure>\n<\/div>\n\n\n

    <\/p>\n\n\n\n

    You will be shown the option to Filter by Field Type at the top of the screen.<\/p>\n\n\n\n

      \n
    • DCS<\/strong>: shows all fields available as standard under the criminal and civil billing.<\/li>\n\n\n\n
    • Client<\/strong>: shows all fields available for Client or Matter information.<\/li>\n\n\n\n
    • Dossier<\/strong>: allows users to filter down all dossier pages linked to the work type assigned to the view, and then the corresponding dossier fields.<\/li>\n\n\n\n
    • Notes:<\/strong> option shows you any Standard Text Notes which have been set up from within Supervisor > Code Setup > Standard Text Descriptions.
      These are text only notes, allowing further descriptions or dividers between groupings of fields.<\/li>\n<\/ul>\n\n\n\n

      In order to link any fields to your View\/Questionnaire, place a tick under the Link\/Unlink column of the relevant field, and click Save Link Status.<\/p>\n\n\n\n

      To remove, untick the relevant field, and click Save Link Status.<\/p>\n\n\n

      \n
      \"\"<\/figure>\n<\/div>\n\n\n

      <\/p>\n\n\n\n

      You may also make any fields compulsory if you wish.<\/p>\n\n\n\n

      Compulsory fields are fields that cannot be left blank. Due to this, the compulsory option will not function when using list fields, or fields which have a default option (such as a default date).<\/p>\n\n\n\n

      Select Save Links Status once finished.<\/p>\n\n\n\n

      Design your Questionnaire<\/p>\n\n\n

      \n
      \"\"<\/figure>\n<\/div>\n\n\n

      <\/p>\n\n\n\n

      Click Design Client View and a list of fields will be displayed.<\/p>\n\n\n\n

      To reorder, click and drag the grey handle icon, allowing you to reposition the field to a preferred location within the questionnaire. You can also add help text to fields by typing the help text into the relevant text field.<\/p>\n\n\n

      \n
      \"\"<\/figure>\n<\/div>\n\n\n

      <\/p>\n\n\n\n

      Click Save to keep your changes.<\/p>\n\n\n\n

      Preview your Questionnaire<\/p>\n\n\n\n

      You can preview any views with the Preview Client View option.
      This will allow you to preview the questionnaire’s order and help text.<\/p>\n\n\n

      \n
      \"\"<\/figure>\n<\/div>\n\n\n

      <\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      <\/p>\n\n\n\n

      Run your Questionnaire<\/p>\n\n\n\n

      Your new custom questionnaire will now be available under Clients & Matters > Custom Questionnaires.<\/p>\n\n\n

      \n
      \"\"<\/figure>\n<\/div>\n\n\n

      <\/p>\n\n\n\n

      Select this tab to open up your list of custom questionnaires available for the currently selected client.<\/p>\n\n\n\n

      Ticking Global Custom Questionnaires box should you wish to access any questionnaires set as Global. <\/p>\n\n\n

      \n
      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/div>\n\n\n

      <\/p>\n\n\n\n

      Run will then show your questionnaire for the selected client, allowing you to capture information for your matter.<\/p>\n\n\n\n

      Please refer to the Create and Edit Workflow Tasks guide to see how to incorporate custom Questionnaires into your Workflows.<\/p>\n","protected":false},"excerpt":{"rendered":"

      You can set up custom questionnaires that allow you to view and amend a selection of matter dossier fields<\/p>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[189],"tags":[],"class_list":["post-2019","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-user-design"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\nCreate Custom Questionnaires | Osprey Academy - Customer support and training centre<\/title>\n<meta name=\"description\" content=\"How to create Custom Questionnaires\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-custom-questionnaires\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Custom Questionnaires | Osprey Academy - 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