Question Bank

Page Overview

What the page is for

The Question Bank allows you to create and manage reusable questions that can be used in multiple surveys. This helps standardize questions across your organization and saves time when building new surveys.

When a user would use it

• When you want to create reusable questions
• When you need to organize questions into categories
• When you want to edit or delete existing questions
• When you want to manage question categories

How to Access This Page

Navigation path from the main app

1. Log in to the application
2. From the main dashboard, use the sidebar navigation to click on "Question Bank"
3. Or, directly navigate to /question-bank in your browser

Permissions or prerequisites

• You must be logged in to access this page
• You need appropriate permissions to create, edit, or delete questions and categories
• The action buttons will be disabled if you don't have the required permissions

Page Layout

Header / title

• Title: "Question Bank"
• Subtitle: "Create and manage reusable questions for your surveys"
• Primary button: Changes based on active tab:
  • When on Questions tab: "Create Question"
  • When on Categories tab: "Create Category"

Tabs

Two tabs to switch between views:

• Questions: Shows all questions (with total count)
• Categories: Shows all question categories (with count)

Questions Tab

Question List

Questions are displayed in a table with these columns:

• Question text
• Type
• Category
• Created date
• Actions

Action menu (per question)

Clicking on the three-dot icon (⋮) next to a question opens a menu with:

• Edit: Opens edit question dialog
• Delete: Opens delete confirmation dialog

Categories Tab

Category List

Categories are displayed in a table with these columns:

• Name
• Description
• Number of questions
• Actions

Action menu (per category)

Clicking on the three-dot icon (⋮) next to a category opens a menu with:

• Edit: Opens edit category dialog
• Delete: Opens delete confirmation dialog

Step-by-Step Tasks

Creating a Question

1. Make sure you're on the Questions tab
2. Click the "Create Question" button
3. Fill in the question details: a. Enter the question text (required) b. Select the question type c. (Optional) Select a category d. Configure any additional settings
4. Click "Create"
5. The question will be added to the bank

Editing a Question

1. Find the question you want to edit
2. Click the three-dot menu icon (⋮)
3. Select "Edit"
4. Update the question details
5. Click "Save Changes"

Deleting a Question

1. Find the question you want to delete
2. Click the three-dot menu icon (⋮)
3. Select "Delete"
4. Confirm the deletion in the dialog
5. The question will be removed

Creating a Category

1. Switch to the Categories tab
2. Click the "Create Category" button
3. Fill in the category details: a. Enter a name (required) b. (Optional) Enter a description
4. Click "Create"
5. The category will be added to the list

Editing a Category

1. Find the category you want to edit
2. Click the three-dot menu icon (⋮)
3. Select "Edit"
4. Update the category details
5. Click "Save Changes"

Deleting a Category

1. Find the category you want to delete
2. Click the three-dot menu icon (⋮)
3. Select "Delete"
4. Confirm the deletion in the dialog
5. The category will be removed

Field & Button Reference

Tips & Notes

• Use categories to organize: Categories make it easy to find questions by topic or type
• Standardize questions: Reusing questions ensures consistency across surveys
• Test before using: Always verify that questions work as expected in the survey designer
• Descriptive names help: Give questions clear names so your team knows what they're for