Create Conditional Evaluation Forms

Header Categories are useful for collecting or classifying types of information in an evaluation form. Create a set of custom Header Categories relevant to the uses of the conditional form. A custom Header Category can be used in one or more evaluations.

To create a new Header Category:

1. A new Header Category can be created from any of these two screens:
   1. Evaluation Form Management window located at Evaluation > Forms > Header Categories
   2. Create Evaluation Form window located at Evaluation > Forms > New Form icon > Header Categories icon, as well as Copy Form and Modify Form.
2. A pop-up window titled Manage Header Categories appears with a mini-ribbon bar. Click the New Category button to configure a category.
3. The pop-up window called  New Category appears. Enter or copy/paste a name in the Category text box that is easily recognizable. The text box will accept up to 50 characters. Click OK to save it.
4. The new header category will be listed in the Manage Header Categories window.
   1. If the category name already exists in the database, then “Category Already Exists” error will pop-up. Choose a different name for the category.
   2. If the category name was left blank, then “Category Name is Required” error will pop-up.
5. Highlight the new header category just created and click on the New Choice button. The New Choice window appears. Enter the name of a choice such as Sales. Click OK to save it.
6. Repeat New Choice input until all are entered and saved. A part of the Manage Header Categories tree will show the new header and its choices.

Once all question groups and questions, Header Categories and Choices have been input, the Header Categories that apply to this form are selected from the left side of the form where Header Categories are located.

1. Scroll down the left-side of the form. Under Header Settings and locate Header Categories.
2. Select, by checking the check boxes, the Header Categories that apply to this form, such as Form Type.

Next, select a Header Category and choice to the question group that is to be conditional.

1. Find the question group that is going to be conditional such as Customer Service.
2. Click on the "sprocket" on the right side of the bar above the group name.
3. A Question Group Configuration box will open. In the Question Group Configuration - <QuestionGroupName>, do the following to EACH question group on the form that will be conditional:
   1. Enable Conditional Groups checkbox: CHECK this box to enable the feature.
   2. Conditions window: This is where the conditions for a conditional question group are selected.
      • Click the GREEN + Add Condition button, two headings appear: Header Category and Category Choice(s).
      • Click on the Header Category menu button to get the list of selected Header Category names and select the name such as Form Type to be used.
      • Click on the ellipsis (...) to display the category choices available.
      • Click on the question group to be conditional, such as Sales.
      • Click OK to save these condition settings.
      • Repeat these steps to add more conditions to this question group, as desired.
      • Click Close to exit.

Other options that are available are:

• Expose Group: Select this to expose or display the conditional question group in the form.
• Elide Group: Select this to elide or hide the conditional question group from the form.
• All Conditions: Select this if ALL conditions of the conditional question group are to be met for this question group to be included in scoring tabulations.
• Any Conditions: Select this if ANY condition of the conditional question group is met for this question group to be included in the scoring tabulations.
• Enable Group Comment: When selected, the evaluation will include an editable space for free-form text (at the bottom of the Question Group) for comments pertaining to the group.
• Label text box: Enter a label for the above Group Comment.
• Hide Group Scores: When selected, this option suppresses the percentile base score summaries of any Question Group from being displayed.

Back on the new form, after all the question groups and questions and header categories and choices have been input, when selected question groups have been "conditioned", be sure to name the form relative to its purpose and complete all the EVALUATION FORM SETTINGS, HEADER SETTINGS and SCORING HEADER settings. Then click the Save Form followed by the Close Form buttons.