Overview

Save a Question as a Template

This workflow is applicable to the administrator users.
Default "Read/write/delete" analyst permissions allow you to save templates for yourself only. If you try to follow the steps outlined in this workflow and you do not see some of the options, that means that you likely do not have high enough level of permissions.
Please contact Compusense Support to grant you necessary permissions. We will need approval from the subscription holder for your organization to grant you higher permissions.

1. Open the test that contains the question you wish to save as template. Click the Build tab.
   
   
2. Locate the question you wish to save as template.
   
1. If the question is collapsed, click the three vertical dots and click Save as template.
   
   
   
2. If the question is expanded, click anywhere in the white space of the question and click Save as template.
   
   
   
3. In the Save as template screen, you have the following options:
   
   
1. Save for me only. The default is No. This means that the template will be saved for all analysts in the group or groups you specify. If you wish to save the question as a template only for yourself, toggle this option to Yes.
   
   
2. Template name. By default the question name that you are trying to save as a template will populate in this box. Update as needed to make the template easily searchable.
   
   
3. Overwrite existing template with the same name. By default this checkbox is unchecked, which means that any existing templates with the exact same name that you are specifying will not be replaced. In other words, should a template or templates already exist with the exact same name, you will have two or more templates with the same name if you keep the checkbox unchecked.
   
   If you would like to replace all existing templates that have the same name as your new template, place a checkmark in the checkbox. Use this only when you are very certain that other templates can be safely replaced.
   
   
4. Share this template with the following analyst groups. If you have access to one group, you can specify how this question should be available to the other analysts in your group.
   
   If you have access to more than one group, you can specify at individual group level how you want to make the question template available to them.
   
1. Unavailable. If you have access to one group only and you select this option, the template will save for you only. Other analysts will not be able to see or use it.
   
   If you have access to multiple groups and you do not wish to make this question available to the group you are currently deciding about, select this option.
   
   
2. Available. Select this option if you wish to make the question available to other analysts in the group you are currently deciding about. They will be able to use it as per the steps outlined below.
   
   
3. Pin to "Create a new Question". Please ignore this option as it is doing exactly the same thing as the Available option does.
   
   
5. Click Save template to save it according to the selections you made, or click Cancel to return to the Build tab without saving the template.
   

Add to a Test a Question from a Template

1. In your test, in the Build tab, in the left vertical pane, look at the bottom of the list of questions for the option called Question template. Click on the option.
   
   
   
2. Use the search capability, and/or filters, and/or Column picker to find your template question. Select it and click Use selected template to add it to the test.
   
   
3. On the Build tab, specify the question name (panelists will not see this name, but it will be useful to you for reporting purposes). Go to the Question options to update any aspects of the question found in there that require updating.
   
   
4. Update instructions if necessary and move the question to a different position if necessary.
   
   
5. Update the rest of the test as necessary to meet your testing needs.
   
   
6. Preview, run the test, and run analysis.