add a question to a form that has not yet launched

TABLE OF CONTENTS

• Step 1: Create Your New Question(s)
• Step 2: Add Your New Question(s) to Your Form
• Step 3: Schedule Your Launch

If your form has not yet launched, you will be able to add questions to the form. Follow these steps to create your new question, add questions to your form, and schedule its launch:

Step 1: Create Your New Question(s)

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, under Question Management, click Create and manage questions.
   
   
3. To build questions, click Create a New Question and walk through the steps you’re prompted with on the next page.
   
   Be sure to make note of the Category you select (or create) for your new question. You'll need this in the next step.
   

Step 2: Add Your New Question(s) to Your Form

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, click Manage forms.
   
   
3. On this page, find the form to which you would like to add your new question. Click the Change Questions link.
   
   
4. Your form will load and you will need to toggle the Display By from Report to Category.
   
   
5. Next,  find your new question using the Categories on the bottom-left.
   
   
6. To add the question, use this checkbox:
   
   
7. Once you're done adding questions, proceed by clicking the Order Selected Question button.
   
   
8. The next page will give you a chance to order the questions on your form.
   
   To order questions, either select a question and drag it to its desired location OR select the location using the Move To drop-down menu to the right of each question.
   
   New questions added to the cloned form will appear near the bottom (above the Learning Community questions). Remember: You can remove these questions when you launch your form (see: Step 3 below).
   
9. Once you are happy with the order of your questions, click the Name This Report button at the top or bottom of the page.
   
10. If your report has any questions linked to Groups, you'll see a pop-up like this one:
    
    Here you can decide if you would like a page break to be inserted between identifiers on your report.
    
    
11. Type the name of your form and click Create.
    
    
12. Finally, you'll be taken to a page that lists all of the forms you've ever created. (See Manage Forms page.)
    

Step 3: Schedule Your Launch

1. Schedule a New Launch.
   1. On the left, in your Mission Control, click Report Management.
      
      
   2. On the right, click Schedule new launches.
      
      
   3. Once you’ve entered the scheduler, you’ll notice that launches are a simple, multi-step process.
      
      You can always clear steps by clicking the Clear Steps link on the upper right-hand side or return to the previous screen by clicking the Back link.
      
      
2. Select a Form.
   1. Use the drop-down menu to select a form to schedule.
      
      
   2. You can view the form in a new window by clicking the View Form link.
      
      
   3. To move to the next step, click Set.
      
      
3. Select a Frequency.
   1. Use the drop-down menu to select the frequency.
      
      
   2. Input the frequency information and click Set.
      
      

4. Targeted Reporters. 

   1. Use this step to tell the system who should complete the form.
      
      

   2. Select who should complete the form.
      
      

   3. To move to the next step, click Set.
      
      

5. Learning Community Questions.

   1. Uncheck to remove the Learning Community & Strategy Sharing Question.
      
      

   2. Uncheck to remove the Goal Setting, Challenge Reflection, & Reporter Support Question.
      
      

   3. To move to the next step, click Set.
      

6. Reminder Messages.

   1. Use this step to set up the announcement, reminder, and extension emails and text messages for your reporters.
      
      

   2. To use either the email or text message reminder, click Use.
      
      

   3. Once the window opens, you can customize and save your announcement and reminder emails.
      
      

   4. To move to the next step, click Set.
      
      

7. Keeping Things Clear for Reporters. 

   1. Customize the Link Reporters Will Click to Load the Report
      This link allows you to change the pre-defined hyperlink that your reporters see. By default, this hyperlink is the launch and close date of the report (excluding extension dates).
      
      

   2. Launch & close dates at the top of the form.
      This checkbox will show your reporters the launch and due dates (excluding any extension dates) on the top of the report.
      
      

   3. Introductory text at the top of the form
      This checkbox allows you to write introductory text at the top of your report. This is the perfect spot for instruction, updates, or other information that you are wanting your reporters to pay attention to.
      
      

   4. File attachments at the top of the form: 4 Remaining
      This checkbox allows you to attach up to 4 files that will appear at the top of your report.
      
      

   5. To complete this step, click Set.
      
      

8. Launching the Form. 
   
   Once each step has a green checkmark, you’re ready to schedule.
   
   

   

   Simply click the Schedule Report button.