In Team Dialogue, a manager can create, edit and copy a questionnaire.
1: Go to Team Dialogue
2: Go to 'View and edit questions' (red arrow).
3: On the 'templates' page, you have the following options.
- View questionnaires from other departments (yellow box) that can be copied to your department. See how to copy the questionnaire.
- View the questionnaires your department has access to (green box).
- Create a new questionnaire (red arrow). Read more about questionnaires in the manual below.
How to copy a questionnaire
4: Copy the questionnaire
- Click on the arrow (red box).
- Click on 'Preview' if you want to see the questionnaire beforehand (purple arrow).
- Click on 'Copy the template' (green arrow).
5. Click on 'OK'.
6. The questionnaire opens
- Correct the name by clicking on the pencil (red arrow) and change the name (red box).
- Click on 'Save' (purple arrow).
- Always click on 'Publish template' when you are done (yellow box).
7. You can allow other managers to copy your questionnaire.
- Click on the arrow (red box).
- Click on 'Allow other managers to copy'.
You can remove the sharing if you want to.
Read more about team dialogue in the manual 'How to use team dialog'.