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Module Setup - Step-by-Step Guide

All 52 tables start empty. This guide explains how to fill them in the correct order to set up a questionnaire, module, invitations,dashboard and settings.

1️⃣ Initial Setup – Start with Empty Tables

Before setting up a module, ensure that:

  • All related tables are empty
  • No pre-existing questionnaires, modules, or invitations exist

2️⃣ Setting Up the Questionnaire

The questionnaire is the core of the module setup. Start by populating the questionnaire-related tables.

click here to see how a questionnaire is setup in detail

3️⃣ Configure Modules

Once the questionnaire is set up, link it to a module.

click here to see how a module is configured in detail

4️⃣ Step 3: Configure Invitations

To allow respondents to access the questionnaire, invitations need to be set up. click here to see how invitations are setup

✅ Final Check: Ensuring Everything Works

Before launching, perform a final check: ✔ Check if the questionnaire appears correctly in the frontend. ✔ Verify that module settings are applied correctly. ✔ Test sending invitations to confirm email configuration. ✔ Ensure that clients and branches are properly linked.


💡 Additional Notes

  • 📌 If the questionnaire does not appear, check if it is linked in `modules`.
  • 📌 If emails are not sent, verify `fw_invemailsettings`.
  • 📌 If a module is not assigned, ensure `clientbranchmodulesettings` is filled correctly.

📺 Video Tutorials (Optional)

For a visual walkthrough, watch these tutorials:

your_video_id

or


Dummy Survey for Module Setup

This survey is used to demonstrate module configuration in a step-by-step manner.

📌 Click here for the full guide(dummy_survey_setup)

🚀 Summary of the Process

  • 1️⃣ Start with empty tables
  • 2️⃣ Set up the questionnaire (Questionnaire tables)
  • 3️⃣ Configure the module (Module tables)
  • 4️⃣ Set up invitations & email settings
  • 5️⃣ Assign modules to clients & branches
  • 6️⃣ Test and validate the setup

module_setup.1741350896.txt.gz · Last modified: 2025/03/07 12:34 by gloria