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Table of Contents
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.
3️⃣ Configure Modules
Once the questionnaire is set up, link it to a module.
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
