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BalanceTRAK > Settings > Questions (Library)

KEY TOPICS:

  • Learn About Types of Questions
    • Add and Edit Questions for Forms
      • Review and Complete Basic Information
      • Preview the Question
      • Determine Permissions by Question
    • Use other Question list Tools

    Develop the Library of Questions for use in Forms

    Some default Questions will come with balanceTRAK at Implementation. From the Administrative Settings > Questions screen, the user with appropriate system permissions can create additional Questions to be available for inclusion on Job Seeker 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.

    Add and Edit Questions

    To create a question, complete the following menus:

    • Click [Add]. Enter the Question description, select the Type of Question, and click [Save].
    • The Edit Question screen will display. Complete the entries (as described next). All fields marked with an asterisk are required. Click [Save].

    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 Questions Tools

    From the Manage Question screen, edit existing questions by clicking the edit icon [Edit] icon. Remove questions by selecting the corresponding check box and clicking [Delete Selected].

    Questions that are In Use on a form cannot be selected for deletion. The Completed column indicates Questions that have had all required values supplied and will be available for use in Forms.

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