You can now manage and customise your existing questionnaires directly in Heresafe. Update questions, add or remove questions, reorder the existing questionnaire and adjust how it flows, without needing to raise a support request.

What’s new

• Edit your questions

• Change the wording of questions within your existing questionnaires.

• Add questions to an existing questionnaire or remove ones you no longer need.

• Reorder questions to change the journey contractors follow.

• Manage your questionnaire flow

• See your existing questionnaire as a visual flowchart, making it easier to understand the journey at a glance.

• Drag questions from the side panel onto the flowchart to add them to your questionnaire.

• Move questions around to change their order.

• Connect questions together to control how the questionnaire flows, including creating different paths based on Yes and No answers.

• Full audit log

• Every change made to a questionnaire is recorded.

• See what was changed and when, giving you a clear history of updates.

Why it matters

Previously, making changes to an existing questionnaire usually meant raising a support request and waiting for the changes to be made. Managing branching logic could also mean keeping track of different routes separately.

Now, you can make changes to your existing questionnaires yourself and see how the journey works as you update it.

This gives you more flexibility to keep your questionnaires aligned with changing site rules, compliance requirements and contractor processes, without needing to raise a request each time a change is needed.

Please see the below video on how to use the new functionality

Getting started

Questionnaire editing is available to users with the appropriate admin permissions.

If you can't see the questionnaire management options, speak to your system administrator or contact your Customer Success Partner.