BALANCEtrak > Administrative Settings > Questions (Library)
- Overview of Questions
- Add a Question to the Library
- Review and Complete Basic Information
- Include an Image (Optional)
- Show Question for HR-use only (Optional)
- Determine Options for Answers
- Determine Permissions by Question
- Preview the Question
- Use other Question List Tools
Manage the Library of Questions for use in Forms
Note: The functions described below are typically displayed or activated for users with Administrative-level permissions. To inquire about the functions available to you, please contact your BALANCEtrak Administrator or Berkshire’s Product Support, as appropriate for your role and organization.
Overview of QuestionsA library of Questions is stored in BALANCEtrak under Administrative Settings. These Questions serve as the building blocks for: Administrative Settings > Form Templates. Some default Questions will come with your organization's Implementation.
On the Questions list, a Check mark in the Completed column indicates that a Question has been developed and is currently available for use in Forms. However, the BALANCEtrak Administrator can create additional Questions or edit aspects of existing ones.
In addition to this article, the steps necessary to develop a Question are discussed in Learn About Question Types and Determine Options for Answers, as linked above. These steps include:
- Add a Question, including determining: Type of Question.
- Complete the Edit Question screen.
- Determine (answer) Options, which are specific to the Type of Question.
- Assign Permissions.
- Preview the Question (and its answer fields or options).
Add a Question to the LibraryBegin by clicking [Add]. Enter the Question description, select the Type of Question, and click [Save].
Review and Complete Basic InformationEnter the Question's content into 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:
- 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.
Include an Image (Optional)Display 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:
To delete the image, return to the prompt for: Include and image with the Question; and select: No.
Show Question for Internal HR-use only (Optional)If display and completion of the Question will be limited to HR personnel, check the box for: Make this question viewable ONLY internally.
Cross-reference: This setting acts in concert with user profile settings. Administrators, please see: System Tools > Profile Management .
Select (Answer) OptionsFor the next step, see: Determine Options for Answers.
Note: You may [Save] the Question at any point, and return later.
Determine Permissions by QuestionOn the Permissions menu, select the appropriate rights for each Profile Name:
- No Access
- Read Only
- Read Write
Cross-reference: If you are an Administrator and want to learn about how Profiles were developed, see: System Tools > Profile Management > Data Profiles.
Preview the QuestionTo get an advance look at the Question (and its answer options), scroll down to the Edit Question / Preview menu. If changes are made, click Refresh to see an updated Preview.
Use other Question list ToolsEdit 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; then click [Delete Selected]. Questions that are In Use 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.