The Global Question Bank tool offers you the ability store Survey questions into a pre-constructed list of Presets that will then be available when creating Surveys anywhere in your implementation. These Presets allow you to quickly construct entire Surveys using form elements that you have previously standardized and created. 

Building Out Your Question Banks

The Global Question Bank tool is located at the Community level in Community Surveys Management. To begin, navigate into this tool via the following steps from the Community Homepage:

  1. Click on Community Tools on the left hand menu
  2. Click on Configuration on the left hand menu
  3. Click on Community Surveys in the main body area

Once you've navigated into the Survey Management page shown above, you can begin to build out your Question Bank(s). To create a Question Bank:

  1. Click on Create A Question Bank in on the right hand side
  2. Give your Question Bank a name
  3. Begin adding your desired Form Elements
  4. Click Activate Question Bank at the bottom of the form

Once loaded with elements and activated, you're done creating your Question Bank.

Using the Global Question Bank to Create a Survey

If you've built out a Question Bank, you can utilize it whenever creating (or updating) a Survey anywhere in your Centercode implementation. To begin, either create a new Survey or modify the form of an existing one. When modifying the Survey form:

  1. Click Create a Form Element at the bottom of your Survey page
  2. Select an Element Type from the drop down menu
  3. Choose a Preset from the menu (under the Question Bank Surveys section)

Once selected, your Question Bank element will automatically populate into your current form like so:

Question Bank Tips

You’re able to create multiple Banks, each with their own set of standard questions. Some high-value examples are listed below - take a moment to think of your own best practices and question visual styles:

  • Rating Scales with standard response sets and presentation (ex: 5-point scales)
  • A “proper" NPS question so everyone uses the standard 0 - 10 scale
  • Open-ended text questions of standard width, height, maximum character limit
  • Labels or section headings with default messaging, contents, and styling
  • Single and Multi Choice questions with default or standardized responses (ex: Centercode’s Weekly Acceptance Survey)
  • Any questions, labels, or other survey components that are key to your own program best-practices

Important Notes

  • When creating a new element in your Question Bank, all settings and advanced options selected/configured within the original Question Bank element, such as Column Label and Maximum Characters, will be saved

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