Table of Contents
Editing Background Questions
This guide will review editing background questions and adding a condition.
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Updated
by Lindsey Puent
Editing Background Questions & Adding a Condition
When adding a conditioned question - make sure to not enter the space bar before or after your answer you created. Your values need to match exactly. For example: "Yes" vs. "Yes "
Video Tutorial
Step-By-Step - Admin Only Feature
- Log in to your Healthy Roster account and click on the “Admin” tab on your left navigation bar
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- Click on “Background Questions”
- Click on “Groups”
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- Locate the 3 dot menu next to the group you would like to edit the questions for, and select "Edit."
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- To edit the background question group information, locate the "General" tab. From this tab, you will be able to edit the background question group name, the areas within Healthy Roster where these background questions show up, and the Organizations to which the background questions are assigned.
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- Locate the "Questions" tab. Here you have the list of questions you have within this group - select the pencil icon next to the question you would like to edit (Also note on the page with the list of questions that you can drag each one to manipulate the order of questions - click “Save Changes” at the top of the screen to save your order of the questions).
- To make a background question mandatory, select the box to "Require Answer."
- Next, you may choose to set up conditional questions. Conditions allow you to decide which questions only show up when certain conditions are met. Click on “Add Condition.”
- Set your condition criteria. This should include which question(s) you want this question based on, how you want to interact with that question, and the "Recorded Value" from the other question. (Note that the recorded value used in these conditions must match the recorded value from the question exactly, including capitalization and spaces).
- Next, you may choose to set up conditional questions. Conditions allow you to decide which questions only show up when certain conditions are met. Click on “Add Condition.”
- Save changes when finalized.
How did we do?
Creating and Assigning a Group of Background Questions
Customizing Estimated Revenue