Catalogue & forms

Create a questionnaire

Create and organize a questionnaire with its slug, subject type, organizations and questions.

Current source · source reviewed · 3 min read

Before you begin

You are a MANSOQ superuser. MANSOQ shows the **Admin Dashboard** button only to superusers.
You have the permissions listed below.

1. Open the admin area

Start from your dashboard. Click Admin Dashboard. MANSOQ opens the Questionnaires list.

Note: MANSOQ shows the Admin Dashboard button only to superusers.

2. Start a new questionnaire

Click Create Questionnaire. MANSOQ opens the questionnaire form.

3. Fill in the basic information

Complete the fields under Basic Information.

Components	What it captures
Title	The name of the questionnaire. This field is mandatory.
Slug	A short identifier for the questionnaire in the web address. This field is mandatory.
Description	More information about the questionnaire. This field is optional.

Note: The slug must have 5 to 25 characters. Use letters, numbers, underscores, and hyphens only.

4. Set the properties

Go to the Properties panel. Set the fields below.

Components	What it captures
Status	The state of the questionnaire. Select Active, Draft, or Retired.
Subject Type	Who the questionnaire is about. Select Patient or Encounter.

Note: MANSOQ sets the Version value. You cannot change it.

5. Select the organizations

Under Organizations, click Select Organizations.

Search for an organization. Click the organization to select it. MANSOQ adds a badge for each organization that you select.

Select at least one organization. The organizations control who can see and use the questionnaire.

Note: If you select no organization, MANSOQ does not save the form. MANSOQ shows the message "At least one organization must be selected".

6. Add the questions

Click Add Question to add a question to the questionnaire. For the full steps, see Add and edit questions.

7. Create the questionnaire

Click Create.

Note: To leave the form without saving, click Cancel.

Permissions

Permission	Access
Can Create/Update Questionnaires	Lets you create a new questionnaire in an organization.

Expected Outcome

MANSOQ shows the message "Questionnaire created successfully!".
MANSOQ creates the questionnaire.
The questionnaire shows in the Questionnaires list under the tab of its status.
Users in the selected organizations can see and use the questionnaire.

Version and configuration

These steps are grounded in the version 3.1 user guide and current source anchors. Available actions depend on your facility setup, roles, active catalogue records and deployment configuration. Source references identify the documented revision; live screenshots and site-specific SOPs still require instance-level validation.

Troubleshooting

At least one organization must be selected

Select the organization or organizations in which the questionnaire will be used before saving.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.