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You asked for more information on Questionnaire and we listened! This is the first blog post of a series that will cover Questionnaire functionality. This blog post will take you through the basics of creating, distributing, and viewing the results of a questionnaire. Watch for future blog posts outlining how Questionnaires can be used with courses as well as how to set up an anonymous questionnaire.
A questionnaire is a set of questions that is used to collect information for a variety of purposes. A questionnaire may be used to test the professional skills of employees, test course participants at the end of a course, survey employee and customer satisfaction, or evaluate employee job performance. You can use Microsoft Dynamics AX to design, distribute, and complete questionnaires, and then analyze the results.
For this exercise, we will create a basic "Getting to Know You" questionnaire. It's a good practice to plan your questions and answer options on paper before you begin.
Getting to Know You
Thank you for choosing Contoso Enterprises! We would like to get to know you better. Please take our short survey.
Design the Questionnaire
To begin creating our questionnaire in Dynamics AX, we first need to create a Questionnaire Type. This allows us to group or categorize our questionnaires.
Home > Setup > Questionnaires > Design > Questionnaire Type
We also need to create our Question Types.
Home > Setup > Questionnaires > Design > Question Type
Now we can create our Answer groups for our closed ended questions.
Home > Common > Questionnaires > Design > Answer groups
After creating the Answer group, click on the Answers button to create the individual answer options. If you were creating an assessment, you could mark one or more of the answers as correct as well as assign point values to the answers.
Now we can create our Questions and select how we want people to be able to respond to the question. Optionally you can use Media to add an image to the question. Mark Several rows to enable users to provide multiple answers to the question (Example: Please enter your preferred meeting time. First choice: Second choice: Third choice: )
Home > Common > Questionnaires > Design > Questions
Finally, we can put it all together in the Questionnaire. Here you have a number of options to control how you would like the questionnaire to be presented and the results reported. For example, you can set a time limit on the questionnaire or add a form template to place an image in the background of the questionnaire. If the questionnaire is being used for an evaluation or an assessment, you can use result groups, result reporting, and set an evaluation method to enable further analysis and reporting on the results. For the purposes of this example, we will keep the questionnaire design simple.
Home > Common > Questionnaires > Design > Questionnaires
Add the questions to the Questionnaire by clicking the Questions > Questions button.
You can make Question 4 dependent on the answer to Question 3 by setting the Questionnaire Sequence to Conditional, then clicking Questions > Conditional question. Drag Question 4 to be nested under Question 3 and set the Answer field to the sequence number of the Primary question's Answer that should prompt this question.
Distribute the questionnaire
There are four ways to distribute a questionnaire to users in AX.
To make the questionnaire available for all users, simply mark the Active checkbox on the Questionnaire form. Once it is saved, it will immediately be available to users with access to the Complete a questionnaire form (Home > Common > Questionnaires > Complete a questionnaire) or through the Enterprise portal.
To distribute the questionnaire to a selected group of users, create a Questionnaire group (Home > Setup > Questionnaires > Questionnaire groups) and add Members to the group. Then go to your designed questionnaire and click User rights to add your group to the Questionnaire. Mark the Active checkbox to make the questionnaire active for the selected group of users.
Create a single planned answer session (Home > Common > Questionnaires > Planned answer session) to enable a specific Worker, Contact or Applicant to complete the questionnaire. Note: the person you select will either need to be a user in AX or you will need to use the Anonymous questionnaire functionality to distribute the questionnaire to non-AX users. More information on anonymous questionnaire will be provided in a later blog post.
Questionnaire schedules enable you to distribute the questionnaire to a queried group of people as well as contact them by email to let them know the questionnaire is available. More information about Questionnaire schedules will be covered in future blog posts.
View the results of the questionnaire
Use Inquiries and Reports to view the results of questionnaires. For example, use the Answers inquiry (Home > Inquiries > Questionnaires > Answers > Answers) to see a list of all the responses to a questionnaire. To see a report of all the answers for a given questionnaire, go to Home > Reports > Questionnaires > Answers > Answers per questionnaire.
Want more information on questionnaire?
Check out the Questionnaire documentation on TechNet here: http://technet.microsoft.com/en-us/library/aa569899.aspx or leave us a comment to let us know what you would like to see covered in this blog.
very nicely explained with a lot of screenshots. We have used this to create our training feedback and performance appraisal questionnaire. It requires a lot of work to set this up initially , but it gives really good results.
Geetha ( CEM Business Solutions )
Can anyone help me how to enter bonus and variable plan awards for an employee. I did all the necessary setup for bonus and variable enrollment but the same is not reflected in payroll(employee earning statement). Kindly help me.
Hi Shweta -
At this time the variable compensation portion of the HR module is not integrated with the US Payroll module. US Payroll is only integrated with the fixed compensation portion. I encourage you to log a product enhancement request on connect.microsoft.com with detailed business justification to help us prioritize this in our future road map.