Creating Question Templates

Creating Question Templates


Questions in Document Builder are designed to help Project Owners and Editors obtain administrative information needed to administer their project; and automate the inclusion/exclusion of conditional language in documents.

Before questions appear in projects, they are configured during your onboarding process, and managed by Administrators.

This article covers 3 topics:
  1. How to add and edit questions
  2. Best practices for Administrators 
  3. How to use Questions as Inclusion Criteria

How to add and edit questions

To add new or edit existing questions:
  1. Go the Configuration page and click the tab Questions
  2. Click "Add New Question" to add new
  3. Click the pencil icon to Edit an existing question



When creating a new question, you'll be prompted to provide required and optional information. The fields include:
  1. New Question Details:
    1. What question would you want to ask someone to determine whether they need to use a given Section Template (or Variation of a Section Template)?*
    2. What help text would you like to provide for this field, if any?
    3. If you'd like to use the response to this question to populate a variable in section templates, give it a name.
    4. Inclusion criteria: Solicitation Types*; LPAs*; Categories
    5. Permissions: Who typically answers this question?*
    6. Timing: Should we ask this question right away or can it wait?*

  2. Answer Details:
    1. Does this answer allow for an open ended response?*
    2. What's the answer?*
    3. What additional help, if any, would you provide to other users to help them decide if this answer is right for them?


Best practices for Administrators

  1. Use the Help Text to give your colleagues guidance how they should answer questions.
  2. Before adding new, check existing questions. This can help leverage your colleagues' work, and avoid cleanup efforts later.

How to use questions as inclusion criteria

Once a question has been added, you can have the option to use the question to inform the inclusion or exclusion of a document, section or variation template.
To do this:
  1. Open a document, section, or variation template and click Edit
  2. Select a question from the drop-down list or create a new question
  3. Specify which response(s) will include the document/section/variation
  4. Update template to save