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BalanceTRAK > Settings > Questions (Library)

KEY TOPICS:

  • Add a Question to the Library
  • Use other Question list Tools

Develop the Library of Questions for use in Forms

As stored under Administrative Settings > Questions during Implementation, a default library of form Questions will come with balanceTRAK. These Questions act as the building block for: Form Templates.Templates.

A Check mark in the Completed column indicates that a question is currently available for use in Forms. The user with appropriate system permissions can create additional Questions or edit aspects of existing ones.

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.

Add a Question to the Library

To create a question, complete the following menus:

  • Click [Add]. Enter the Question description, select the Type of Question, and click [Save].
  • Complete all required entries (marked with an asterisk) and optional selections on the Edit Question screen.
  • Click [Save] after you have:
    • Entered Basic Information
    • Developed Question Type options Depending on the Type of Question, the Options menu will offer appropriate prompts for use in building the answer content. For more information, see: Learn About and Apply Question Types.
    • Previewed the Question and Answers

Review and Complete Basic Information

Begin by entering 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.

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.

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.

Determine Permissions by Question

On the Permissions menu, select the appropriate rights for each user profile. Each profile can have:
  • Read Only
  • Read Write

    • OR

  • No Permissions

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.

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

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