The article explains how to set up a check-in questionnaire which employees will need to answer while checking in to the booked space.
Jump to:
1. What is check-in questionnaire
2. How to create a check-in questionnaire
1. What is check-in questionnaire
The check-in questionnaire allows screening health status or other important workplace aspects. It is not sent to users before the reservation. The users must answer its questions while checking into the space they booked.
If you are an Administrator looking for information about compliance questionnaire (sent to users before their reservation), read this article.
2. How to create a check-in questionnaire
To create a check-in questionnaire, go to Settings → Integrations → Questionnaire → Add, and complete the setup process:
Details
Use the "Details" tab to name and describe the questionnaire.
Select "Check-in questionnaire" in the "Trigger" field.
If selected “Active”, the questionnaire will be shown to users when they are checking into the space they booked.
Customize the name of this questionnaire by entering your preferred title in the designated "Title" field.
You can set how often this questionnaire will be sent to your users in the "Aggregation" field.
An active "Reject non-compliant” option will make the system reject answers that are not compliant to your requirements.
If "Cancel bookings" option is activated, the system will instantly cancel bookings of users who failed the quiz. The option can be activated only if the "Reject non-compliant" field is active as well.
In both the "Notify Location Manager" and "Notify User Team Managers field", you can set up whether notifications are sent to location managers or user team managers based on questionnaire results (Success, Failure, or Both).
Questions
Use the "Questions" tab to add your questions. Define the answer type (Yes/No or Free text) for each of them.
Correct answers can be established only for the Yes/No type of questions.
Mark the “Required” field to make the question mandatory to answer.
Targeting
Use the “Targeting” tab to select in which locations and space groups the check-in questionnaire will be used.
Content
Use the “Content” tab to communicate the questionnaire results to users and provide them with additional instructions.
