Questionnaires

The questionnaires Page is where the user can answer any generic or standard questionnaires.

Components

General - Generic Questionnaires

  1. I can navigate to the generic qsts list through the hamburger menu and by choosing Sales Supervision > Actions > Questionnaires, a list of available questionnaires will show.
  2. Each questionnaire has:
    • title(blue bold),
    • description(black regular),
    • type(blue pill-frame right side),
    • DateTo-DateFrom(grey regular)
  3. The questionnaire I have selected has a blue color while every questionnaire that I have answered is colored green.
  4. As I navigate to the questions I can view and answer any of them for the selected questionnaire. The questions appear on the UI based on their sorting order from the desktop client. Question types consist of:
    • Text entry(string)
    • Numeric entry(int, intn, intn0, float, floatn, floatn0)
    • Date entry(datetime, date, time)
    • List(list_single)
    • Multi-select list(list_multiselect)
    • Checkbox(boolean)
  5. I can clear any answers I have given on the questionnaire. The IsAnwsered flag returns to it's default state(false).
  6. Numeric questionnaires can have their min and max values limited. By pressing the numeric question on the desktop, 2 fields appear where I can set a min and max value (1-10). A warning will show on the mobile client if the user tries to enter a numeric value above or below these limits.
  7. The save button saves my answers and informs me of it's success.
  8. The questionnaires are visible as long as their date have not expired.

    e.g I load the generic questionnaire (e.g Store Status) which is found on the Questionnaires tab on the mobile client. Questions (Service, Location, Cleaniness, Remarks, etc) are loaded into a different screen and are sorted based on the sort order made by the admin. Each question may be mandatory to be answered or not based on the "Allowed null values" checkbox on the desktop client.

  9. On Generic qsts I can put a numeric value on the UpToLevel cell of a questionnaire to dictate on what group level to look.

    E.g I have a group consisting of 2 levels. Merch Standard > Merch Standard - Milk. I set my QuestionsType to Materials and my Questions Binding to Merch Standard. If I set the UpToLevel to 1, my materials list in the questionnaire will be empty. If I set it to 2, the list will be filled with the materials from the Merch Standard - Milk group.

Standards - Assortments

  1. I can navigate to the Standard Jobs list through the hamburger menu and by choosing Sales Supervision > Actions > Standard Jobs, a list of available questionnaires will show.
  2. I can view standards questionnaires of that group item level which most of the times corresponds to a type of product or an assortment. I can pick the product type on the picker above the questionnaires. Standards can only be used on group items with a single level. What main group item level is shown is based on the RootGroupItem param that is being registered on the settings section in the desktop.
  3. Selecting an assortment questionnaire loads the assortment of products.
  4. The only type of "question" found in this questionnaire is a checkbox regarding it's existence on the store.
  5. Saving the questionnaire shows how many deviations I have, if any, for me to resolve later at the end of the visit.
  6. Historics: Assortments have the function to show historic answers. These answers are inputs put previously for the current item on the current trader site. By pressing the material on the list I can view the action taken for that item before and the frame is colored red or green based if that action taken resolves the deviation.

    E.g I load the questionnaire and I have 5 yogurt based products. 3 of them have a yellowish frame meaning they are must haves and the other 2 are white. That means that I need to have the first 3 items on the store or a deviation popup will show when I save the questionnaire and I have to pick an action to resolve the issue at the end of the visit.

Standards - ForwardStock

  1. A forward stock questionnaire always has 2 numeric fields for me to fill and generally conveys count of items. The first field are my number of products and the second one is the competitors'. On a different frame I can view the values for the accepted, recommended and ideal percentages of the 2 comparing fields. I can also view the current percentage and the historic one along with the date taken.
  2. The percentage will be red if below the accepted value and blue if above. The recommended and ideal values are not being considered for deviations on this questionnaire.
  3. The values for each value is registered on the prototype answers for each questionnaire.
  4. The precentage is based on the 2 numbers found on the numeric fields. The 2 numbers are summed and a percentage appears based on how many of the products are mine and how many are competitors. For example if I have 10 overall products in front of me, 5 of mine and 5 from competitors that means my forward stock value is 50%

    E.g I load the questionnaire and the 3 percentages shown are the following: 20% accepted, 30% recommended, 51% ideal. If I put 15 on my products and 100 on the competitors' the percentage will turn red and if I save, I will have a deviation which I would need to resolve at the end of the visit. If I put 25 on my products, the questionnaire will be saved without any popups.

Standards - MerchandisingStandards

  1. MerchStandards qsts always have questions that contain images and the user can press each image to answer the question. The frame of the image changes based on the prototype answer for that question.
  2. For that type of qsts, a grid appears with every image/question. When pressing on a question, a frame appears on the bottom showing the historics for that question(order of answers for the questions, action taken if there was a deviation and the frame is colored based on the action taken)

    E.g The prototype answer for the question is "Equal=true". When I press the image, the frames changes to green indicating that this condition exists on the store. On the contrary, if the prototype was set to "NotEqual=true" the frame would change to red if pressed, indicating that the condition does not exist on the store. Pressing on the question will show a frame with the order of the questions answered(1|2|3|4) and the frame will be colored green or red based on the action taken for the deviation that the question had previously

Deviations

  1. When I end the visit and I have deviations on a question, a list with deviation questionnaires will appear.
  2. There will be a different deviation questionnaire for each type of Standards(Assortment, FS, MerchStandard).
  3. These deviation questionnaires consist of a list that shows the question that had the deviation, the answer given and a blank cell where I can press and choose an action for that deviation from the drop down list.
  4. I need to answer all deviations before ending my visit to the store. After doing so, the app will end the visit and prompt me to sync with the server if I would like to.

    E.g I have a deviation on a FS questionnaire. At the end of the visit, a questionnaire will appear called "ForwardStocks" under the subgroup Deviations. I can input a choice on the FS question with the deviation from the drop down action list.

Last Updated: