Editing Background Questions

Editing Background Questions & Adding a Condition - 2.0

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

00:01: Hi, this is Lindsey with Healthy Roster, and today I'm going to show you how to edit background questions including how to add conditions to existing questions and how to make questions required 00:11: First select the Admin tab from the left navigation bar 00:15: Select Background Questions 00:19: And select Groups 00:21: Here you will see a list of any existing background question groups 00:26: Here you can click on the group with a questions you would like to edit or you can click on the menu next to the group and click edit 00:34: From here you will be directed to a general tab where you can edit the background question group information. This first will allow you to update the name of the background question group. You can also change where you would like this group of questions to be asked within Healthy Roster, and you can edit which Organizations the group of questions can be assigned to 00:53: From there you can select the questions tab to work with the questions within this background group 00:58: This will bring you to a list of questions assigned to this background question group. First, note that you can add questions to this background question group by selecting the plus sign. 01:08: You can change the order of these questions by clicking, dragging, and dropping the questions into your preferred order 01:15: Once your order is set, click the pencil icon next to the question that you would like to edit 01:22: If you'd like to add a condition to your background question, you can do so here. Conditions allow you to decide which questions only show when certain conditions are met. Click on "Add Condition" to proceed 01:35: You will now see boxes for criteria regarding your conditional questions. These criteria are based on other background questions within the group. Criteria should include which alternate questions you'd like to base your current question on. In this case, we're going to add a condition about losing consciousness with the head injury. 01:53: The question you'd like to interact with here is "Was there Head Impact?" Next, you can decide how you want to interact with that question. In this case, we will select Equals. Then, we will add the recorded value from the conditional question options. Please note that this information needs to match the recorded values from the conditional question exactly, matching capitalization and spaces as needed. 02:18: If you would like to make this question mandatory, simply check the box for "Require Answer." 02:24: Click "Save" when complete. 02:28: For more information or if you need to speak with the help team please click the Help tab on your left navigation bar or email help at help@healthyroster.com.

Step-By-Step - Admin Only Feature
  1. Log in to your Healthy Roster account and click on the “Admin” tab on your left navigation bar
  1. Click on “Background Questions”
  2. Click on “Groups”
  1. Locate the 3 dot menu next to the group you would like to edit the questions for, and select "Edit."
  1. 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.
  1. 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).
  2. To make a background question mandatory, select the box to "Require Answer."
    1. 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.”
    2. 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).
  3. Save changes when finalized.

Editing Background Questions & Adding a Condition - Legacy

When adding a conditioned question - make sure to not enter the space bar before or after your answer you created. For example: "Yes" vs. "Yes "
Step-By-Step - Admin Only Feature
  1. Log in to your Healthy Roster account and click on the “Admin” tab on your left navigation bar

  1. Click on “Background Questions”
  2. Click on “Groups”
  1. Now click on “Edit” next to the group you would like to edit the questions for
  1. Here you have the list of questions you have within this group - select the gear 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.)
  1. Save changes when finalized


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