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Administrator Guide
Last Updated: 2023-06-23
Steps: Create and Manage Questionnaires

Steps: Create and Manage Questionnaires

Workday enables you to create and modify questionnaires to gather information during a business process. You can correct questionnaire responses for some, but not all business processes. To view the business process types that enable questionnaire response changes, run the
Business Process Configuration Options
 report.
  1. Create, edit, and copy questionnaires and questions using 1 user interface. You can also preview questionnaires and export them to
    Excel
     and
    PDF
     format.
  3. (Optional) From the related actions menu of a business process event, select
    Business Process
    Correct Questionnaire Response
    .
    Select the
    Questionnaire Response
     that you want to correct.
    Only the initiator of a Request event can correct their questionnaire responses within the Request. When you select
    Hide Questionnaire Response
     for a questionnaire, Workday doesn't display the response in the
    Correct Questionnaire Response
     related action for an event.
    Security:
    Questionnaire Results
     domain in the System functional area.
  5. (Optional) Access the
    Maintain Questionnaires
     task.
    Add or remove
    Questionnaire Types
    , business process types in the
    Allowed on Business Processes
     column, and view
    Questionnaire Security Segments
     for the questionnaire.
    Security:
    Questionnaire Creation and Distribution
     domain in the System functional area.
  6. (Optional) Access the
    Maintain Question Tags
     task.
    Add tags, edit tag names, view tag
    Usage Count
     and the questions associated with the tag. You can only delete question tags that aren't associated with any questions.
    Security:
    Question Library
     domain in the System functional area.
  7. (Optional) Access the
    Delete Questionnaire
     task using global search or from the related actions menu of a questionnaire.
    You can delete questionnaires that aren’t currently in use.
    You can't delete questionnaires that are:
    • Currently in use.
    • Have results.
    When you delete a questionnaire, Workday doesn't delete related questions as you can use the same question in multiple questionnaires. However, Workday marks related question scores for deletion so you can't access them.
    Security:
    Questionnaire Creation and Distribution
     domain in the System functional area.
  8. (Optional) Access the
    Delete Questions
     task using global search or the related actions menu of a question.
    You can delete questions that don't display in questionnaires, or questions that have no results.
    You can't delete questions that:
    • Display in questionnaires currently in use.
    • Have results.
    Security:
    Question Library
     domain in the System functional area.
  10. (Optional) From the related actions menu of a question, select
    Question
    Create Report Field
    .
    Enter a unique name for the report field.
    Select a business object from the
    Business Object Enabled for Questions
     prompt.
    When prompted, select 1 or more responses from the
    For Answer
     prompt.
    Security:
    Set Up: Questionnaire Calc Fields
     domain in the Recruiting and Talent Pipeline functional areas.
Access these reports:
Reports
Considerations
Find Questionnaires
You can enter a filter name to save your search filter for repeated use.
Security:
Reports: Questionnaires
 domain in the System functional area.
Find Questions
You can select more than 1 questionnaire name, question name, question type, and question tag.
If you don’t specify an
As Of
 moment, Workday selects the current moment by default. Workday displays every version of the question up to the
As Of
 moment.
Security:
Question Library
 domain in the System functional area.
View Questionnaire
You can view, preview, and export completed questionnaires.
Security:
Questionnaire Creation and Distribution
 domain in the System functional area.
View Questionnaire Responses
Filter results by a particular student (using Questionnaire Target) for a particular application or questionnaire (using Questionnaire Target Context).