Overview
Fieldguide is excited to introduce Engagement Questionnaires, which allows for questionnaires to be directly linked and viewed within engagements.
This release allows for:
Adding new questionnaires to an engagement
Linking existing questionnaires to an engagement
Clients to complete questionnaires within the engagement
Firm members to complete questionnaires (NEW!)
Adding Questionnaires
To add a questionnaire to your engagement, simply select the "Questionnaires" tab within your field guide engagement.
For more on adding questionnaires to engagements, click here.
For more on creating questionnaires, click here.
Completing Questionnaires
Once a questionnaire is completed, it will be noted on the questionnaire dashboard. Firm members can go in and view responses, which will tell them who answered the questionnaire and the date it was answered on. If necessary, the questionnaire can be marked as incomplete and edited. Users can also export the questionnaire data into a field guide sheet or a document sheet.
Managing Questionnaires
Questionnaires can be managed from both the engagement dashboard and the client dashboard. From the client dashboard, you can send out new questionnaires, link to existing ones, and choose the respondent. You can also edit linked engagements and add or select as many engagements as needed. As a firm admin, you can create new questionnaires and add them into your engagements as engagement questionnaires.
For more on managing existing questionnaires, click here.
Conclusion
Using engagement questionnaires in Fieldguide can help you collect feedback and information from both firm members and clients, allowing you to make more informed decisions and get the data and insight that's most important to you.
Please reach out to us with feedback so we can support your use of Engagement Questionnaires!