Questionnaire and Course Integration (Part 2 in a series)

Questionnaire can be used to evaluate course participants at the end of a course.  Here's how you set up a questionnaire so it will update the course participant's status to Pass if they pass the questionnaire.

From the Home area page

1. Navigate to Setup>Questionnaires>Reference types.  Create a reference type.  In the Table column be sure to select “Courses” and mark the Questionnaire box.
    
2. Ensure you have a Questionnaire type that you will later use when creating the Questionnaire.
    
3. Next, create a Questionnaire that will be used to evaluate participants for a course.  Be sure to include a way to measure results (in this example, the results will be based on points).
    
4. Add a Result Group to the Questionnaire.
    
5. Create the Questions.
    
6. Open the Questionnaire created earlier and link the Question(s) to the Questionnaire.
    
   
   From the Human Resources area page
   
7. Navigate to Common>Courses>Courses and select or create a new course (if you create a new course be sure to open the course).
    
8. Register participants for the course.
    
9. From Course details, select Questionnaire schedules.
    
10. Create a Schedule for the Course. 
11. Once the schedule is created select the Setup Details button.  In the Responders tab select Training and then in the Questionnaires tab, select the specific Questionnaires (be sure to choose the type of Questionnaire that that you selected when creating this Questionnaire).  Select one or more questionnaires listed under the questionnaire type.  Then choose the Select button and then OK.
     
12. After selecting OK you should be back on the Questionnaire schedules form.  Select the Planned Answer Session button.  You should now see answer sessions mapped to participants.
     
13. Close Questionnaire schedules.  On the course detail form select Edit mode, and in the General field group set the Schedule field to the Questionnaire schedule you created.
     
14. Confirm participants to the course. (Participants must be in a confirmed Status to have access to see the questionnaire.)
15. After the course has completed and you are ready to make the Questionnaire available to participants, from the Course Details form select Questionnaire Schedules.  Selection the Functions button, and Start.
     
16. The course participant should now see the Questionnaire available to begin (in the screenshot below this is in the AX client however, it would also be available in EP).  The Participant will need to select the appropriate Questionnaire and select Start.
     
17. The Course administrator can monitor progress by navigating to Human Resources course Details, selecting the course, and selecting the Questionnaire schedules button, and finally the Planned Answer sessions button.  All course participants that have not yet completed the Questionnaire will be listed.  If all Participants have completed this will be empty and you can End the scheduled questionnaire.
     
18. On the course detail form you may now set the course to Closed.  This action will set the participant stats to Passed for those that passed.  Participants that did not passed will be set to “Completed”.
     

Want more information on questionnaire?

Check out our related blog posts, the Questionnaire documentation on TechNet here: http://technet.microsoft.com/en-us/library/aa569899.aspx  or leave us a comment to let us know what you would like to see covered in this blog.