Importing and Exporting Questionnaires

Use the export and import options to choose answers to questions in an Excel spreadsheet.

The System Administrator can customize the import and export behavior.

Exporting a Questionnaire

Exports a Microsoft(R) Excel spreadsheet which is compatible with 1997-2003 that contains all the questions and corresponding choices. A sample page is provided within each export.

The spreadsheet creation runs in the background and can take several minutes.

To export a questionnaire 

  1. Go to Home > Questionnaires.

  2. In the questionnaire row, select Export in the action drop-down. A dialog displays.

  3. Select Save File and then click OK.

Importing a Questionnaire

Overwrites the current answers and sets the flag by using the information provided in the Excel spreadsheet. The supporting information is merged; comments, deficiencies, and remediation from the Excel spreadsheet have the imported date timestamp, and displays the user name.

  • If the Excel spreadsheet contains unanswered questions, those records are skipped. However the answer of Don't know does overwrite other previously selected answers. 
  • Comments added to the My New Comments column will be merged with any existing comments associated with the question on import.

To import a questionnaire: 

  1. Go to Home > Questionnaires.

  2. In the questionnaire row, select Import from the action drop-down. The Import Questionnaire dialog appears.

  3. Click Browse, select the Excel spreadsheet, and then click OK. The application imports the answers, flags, and supporting information.

  4. Open the questionnaire, review the data, and verify that the answers were successfully imported.