Setting up compliance questionnaires

The article explains how to set up a screening questionnaire which will be sent to employees prior to coming into the office.

Jump to:

1. What is a compliance questionnaire

2. How to create a compliance questionnaire

If you are an Administrator looking for information about check-in questionnaires (not sent to users before booking, must be answered while checking in), read this article.

1. What is a compliance questionnaire

The compliance questionnaire allows screening health status or other compliance aspects. It is sent to users before the reservation date or during the booking. Multiple questionnaires can be set up per location.

The compliance questionnaire will be sent to a user once per day (not for each booking).

If the user does not complete the questionnaire or fails it (provides non-compliant answers), he will not be able to check in to the space.

2. How to create a compliance questionnaire

To create a compliance questionnaire, go to Manage → Integrations → Questionnaire → Manage → Add, and complete the setup process:


Use the "Details" tab to name and describe the questionnaire.

Select "Sent before the start of the booking" in the "Type" field.

If selected “Active”, the questionnaire will be sent to users before their arrival at the office. In the “Send” field you can also specify how many hours before the reservation it will be done.

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.

Active "Notify location managers" and "Notify user group managers" settings will send a notification to location managers and/or user group managers when the questionnaire fails (the user answers are not compliant).

Screenshot 2021-10-14 at 13.38.24


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.

Screenshot 2021-06-10 at 17.52.20


Use the “Targeting” tab to select in which locations the screening questionnaire will be sent.

Screenshot 2021-06-10 at 17.53.56


Use the “Messages” tab to inform users whether they completed the questionnaire successfully and include further recommendations.

Screenshot 2021-06-10 at 17.57.07