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BalanceTRAK > Settings > Questions (Library)

KEY TOPICS:

Develop the Library of Questions for use in Forms

Note: Some of the sections and functions described below may not display or be activated in your organization's balanceTRAK Implementation. If you have questions regarding the functions available to you, please contact your balanceTRAK Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

Overview

Stored under Administrative Settings is a default library of form Questions that comes with your balanceTRAK Implementation. These Questions act as the building blocks for: Form Templates.

A Check mark in the Completed column indicates that a question has been developed and is currently available for use in Forms. However, the user with appropriate Administrator-level permissions can create additional Questions or edit aspects of existing ones.

To create a question, make sure you complete the following information, as described in this two-part article:

  • Add a Question, including determining the type.
  • Complete the Edit Question screen.
  • Determine (answer) Options, depending on question type.
  • Assign Permissions
  • Preview the Question (and its answer fields or options).
  • Click [Save].

Add a Question to the Library

Begin by clicking [Add]. Enter the Question description, select the Type of Question, and click [Save].

Review and Complete Basic Information

Enter the question content on the Basic Information menu, including appropriate punctuation. The entries for Question Description and Type of Question made previously will be retained. (Required fields are marked with an asterisk.)

Quick Tip: Once Type of Question is selected, it cannot be undone for the question. However, if you have chosen and saved the type incorrectly, you may [Add] a new question, and delete the incorrect one.

Using the provided check boxes: Select the form types that this question can appear on. The default setting is to make the question available for all form types. Depending on the Implementation, the list may include:

  • Prescreener
  • Assessment
  • Application
  • Self ID
  • Background Check

Then, respond to the following prompts by clicking Yes or No:

  • When copying a job seeker, include the answer to this question.
  • When exporting a job seeker, allow the answer to this question to be included.

(Optional) Finally, include an image with the question by clicking Yes for the prompt: Include an image with the question.

If so, select a position from the provided drop-down to place the image to the top, middle, or bottom, as well as to the left, center, or right. Click [Browse], and locate the image file on your computer or network. Then choose Upload to complete the process. The image will display under the label: Current Image. To see how the image will appear, follow the instructions below.

Note: The following image file types are accepted:

  • BMP
  • GIF
  • JPEG
  • PNG
  • TIFF

To delete the image, return to the prompt for: Include and image with the question; and select: No.

Select (Answer) Options

For the next step, see: Select (Answer) Options.

Note: You may [Save] the Question at this point, and return later.

Determine Permissions by Question

On the Permissions menu, select the appropriate rights for each user profile:

  • Read Only
  • Read Write

    • OR

  • No Permissions

Preview the Question

To preview the question, navigate to Preview at the bottom of the Edit Question page. If changes are made, a prompt will direct you to Refresh and see an updated Preview.

Use other Question list Tools

Edit an Existing Question — From the Questions list, edit an existing question by clicking the appropriate [Edit] icon.

If the question is currently In Use, the question type cannot be changed. Any changes to Questions that are In Use will only be reflected in the blank Form going forward; Forms already completed by Job Seekers will not be effected.

Delete a Question — Remove questions by selecting the corresponding check box and clicking [Delete Selected]. Questions that are In Use on a form cannot be deleted.

View Requisitions with Questions — Place your cursor over the Check mark in the In Use column to see the Requisitions where the question is currently being used.