Copying screeners and questions

Your company can have a template for repetitive or routine screeners so you don't have to start from scratch every time. This can be done by creating a screener with the routine questions, then duplicating the screener when using it for a certain study. If only certain questions are needed, you can import select questions.

Follow the steps below to accomplish either one.

Duplicating a screener

Go to the Screeners page of the study you're working on, then follow the steps below:

1

Click the New Screener button. You can also click the N shortcut key on your keyboard.

2

From the Create a new screener pop-up, add an Internal Title and an Internal Description on their respective textboxes.

3

Click the drop-down field for Copy a past screener. Then, select the screener that you'd like to duplicate.

4

Click the Create screener button.

Importing questions from an existing screener

Within the Screener Builder sub-page of the screener you're working on, follow the steps below:

1

Click the Add element drop-down button.

2

Scroll down to the bottom of the drop-down. Click the Import questions option.

3

From the Import questions from another screener pop-up, click the drop-down field for Choose a screener. Then, select the screener containing the questions you'd like to import. If your company has a large number of existing screeners, you can type the name of the screener on the search bar to quickly find it.

4

The questions within the selected screener will appear as a list. Tick the checkbox beside the questions that you'd like to import. You can select multiple questions at a time.

5

Click the Import questions button.

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