Create a custom questionnaire

Find out how to create a custom questionnaire. You need the Administrator user role to access these settings.

Custom questionnaires are a group of custom questions that can be activated to be displayed during your sign in/out process. Custom questions can be used across your kiosks, QR code posters, WolMobile, and the Sign In/Out Manager.

There are four steps to creating a custom questionnaire:

  1. Create a questionnaire and set the details
  2. Add and configure questions
  3. Preview the questionnaire
  4. Activate the questionnaire

Create a questionnaire

  1. Go to Tools > Locations.
  2. Click View next to your location.
  3. Select Questionnaire Manager from the left-hand menu.
  4. Select the Custom Questionnaires tab.
  5. Click Create a New Questionnaire.

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  6. Enter the Questionnaire Name. Note: the name is displayed on the kiosk and WolMobile.
  7. Set the Questionnaire Target Audience. Note: Each questionnaire can be set for a person type (employee, visitor, or service provider).
  8. Set the frequency to Show the Questionnaire.
  9. Click Save.

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Add and configure custom questions

Add custom questions

  1. Click Add Question.

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  2. Enter the Question/Title.
  3. Set the Question Type. See below for more details on each question type.
  4. Enter the details based on the question type.
  5. (Optional) Enable Answer Share to send the answer to the host in the arrival notification (visitor and service providers only).
  6. (Optional) Enable Compulsory Question when an answer is mandatory.

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  7. (Optional) Set a Parent Question to make the question conditional based on the answer given. Click here for more details on conditional questions.
  8. (Optional) Set a custom Question Timeout if you want to change how long the kiosk can stay inactive before canceling the sign in from the kiosk default. This is useful for longer questions where the respondent may need more time.
  9. (Optional) Set a Question Pause Time To force the person to stay on the page before they can answer or move on.
  10. Click Save and Close.

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Custom question types

There are seven different types of questions and each type has at least one unique feature.

Text

Useful when a short answer is required. A text answer can be up to 100 characters.

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Paragraph Text

Useful when the answers require a description e.g. details about an incident. A paragraph answer can be up to 500 characters.

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Multichoice

One or more options can be chosen as a response to your question. You can also set one of these options to be unique so that, if selected, the other options become unavailable.

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Single Choice

Useful for setting triggers based on the response given. Only one option can be selected before continuing.

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Waiver and Image Waiver

Enter or copy & paste text or upload an image.

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Waivers can be set to require a signature, if signing in via a kiosk or WolMobile, using their finger or stylus to sign on the screen. A copy of the waiver can be sent to them, their host, or any other email, as well as being stored in the Custom Questionnaire Reports.

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If using your Front of House Team to sign people in via the Sign In/Out Manager signature capture is not available. However, if you have signature capture enabled, there is a checkbox for the Sign In/Out Manager to tick that the waiver has been acknowledged.

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You can also set options for the audience to select from, e.g. I acknowledge and accept this agreement. These can be used in combination with or instead of a signature.

Video

Embed a video hosted on YouTube or Vimeo for the audience to watch. Set options for the audience to select from, e.g. I have watched and understood this video.

You can make the video watching mandatory by setting the Question Pause Time to the length of the video. You will also want to set the Question Timeout to the length of the video to ensure the kiosk doesn’t timeout while watching.

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Ordering questions

Questions are added in the order they are created. They can be re-ordered at any time. The order they are listed is the order in which they will be displayed to the audience.

To re-order the questions:

  1. Click Enable Sorting next to a question. You can only sort questions under the same parent question at one time.
  2. Hold and drag questions to change the order.
  3. Click Finished Sorting next to any question.

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Previewing custom questionnaire

Before activating your custom questionnaire, we recommend previewing to ensure it is correct. The preview will show you how the questionnaire looks, and you can test the workflow.

This preview is only for the selected custom questionnaire and you cannot preview a custom questionnaire linked to a QR code poster.

To preview the custom questionnaire:

  1. Click Preview.
  2. Select the type of kiosk you are using: Touch/iPad Kiosk or Standard PC.

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The custom questionnaire will open in a new window and you can go through the workflow as many times as required. This allows you to run through all conditional workflows.

At the completion of the questionnaire, you will receive a summary of the questions and answers. This is for internal use only and is not shown to a respondent.

Activate the questionnaire

There are two types of workflows for activating the questionnaire, sign in/out and inter-zone.

Custom questionnaires for:

  • Sign in/out can be activated from the questionnaire setup or list of questionnaires.
  • Inter-zone must be activated in the kiosk setup to specify which zone should display the questionnaire.

Sign in/out questionnaire

To activate a questionnaire for sign in/out:

  1. Click the current status.
  2. Click Activate.

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  3. Select where you want the questionnaire to appear.

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  4. Click Save.

There are no restrictions around activating a questionnaire for sign in/out or on different kiosks, sign in/out manager, or WolMobile, you can activate it anywhere that you want it to appear.

You can also activate questionnaires from the questionnaire list. Click on the status and follow the same steps as above.

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Any changes will be applied immediately.

Inter-zone questionnaire

To activate a questionnaire for inter-zone movements, you need to set up question rules in the kiosk settings, set the zone movements where you want to display the questionnaire, and activate the questionnaire.

Before activating the custom questionnaire, you need to have an inter-zone kiosk set up in your account. Click here for details on creating an inter-zone kiosk.

These instructions assume you have not yet set up question rules in your kiosk. If you have, skip steps 5-7.
  1. Save your questionnaire and return to the questionnaire list.
  2. Select Sign In/Out Kiosks from the left-hand menu.
  3. Click View next to your inter-zone kiosk.

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  4. Select the Question Rules tab.
  5. Click Add Rule.

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  6. Set the From field to the zone people are coming from.
  7. Set the To field to the zone people are entering.
  8. Click View on your rule.
  9. Drag your questionnaire from the Available pool to the Enabled at this Kiosk pool. If you have multiple questionnaires you can sort them by clicking and dragging within the pool.

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  10. (Optional) If you want to set up questionnaires for multiple zone movements, repeat steps 5-9.
  11. Click Save and Close.
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