Activate a location questionnaire across multiple locations

If you're a Global Questions Manager, you can share and manage the questionnaires created by location Administrators. Clone a location questionnaire, then activate it across selected locations or location groups.

How it works

Location Administrators have the ability to manage their own sign in/out questions. Any questionnaires that have been created by a location, also show in Global Sign In/Out questions in the Location Questions tab. These questionnaires can be cloned and activated across multiple locations.  

Once a questionnaire has been activated across multiple locations, it will: 

  • Move to the Global Questions tab in Global Sign In/Out Questions.
  • No longer be editable in the location's Sign In/Out Questions. Administrators can only clone or deactivate the questionnaire.

Users with the Global Questions Manager have the ability to manage all location-level questionnaires. They can edit, clone, change the activation modes, and remove or archive questionnaires. 


Activate a single questionnaire

  1. Go to Tools > Global Sign In/Out Questions.
  2. Select the Location Questions tab.
  3. Click on the questionnaire status, then click Clone to global questions.

  4. In the Activation mode tab, select the activation modes, then click Next

  5. In the Locations tab, select the locations or location groups, then click Save.


Activate multiple questionnaires

  1. Go to Tools > Global Sign In/Out Questions.
  2. Select the Locations tab.
  3. Select the checkboxes next to the questionnaires. 
  4. Click Run an action, then select Clone to global questions. Click Ok to confirm.

  5. In the Activation mode tab, select the activation modes, then click Next

    Location-questionnaire-clone-global-mode.png
  6. In the Locations tab, select the locations or location groups, then click Save.

    Location-questionnaire-clone-global-locations.png
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