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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 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:


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.1741351069.txt.gz · Last modified: 2025/03/07 12:37 by gloria