In this article you'll find all the information you need to transform a field audit template from a non-standard format to the standard format that can be imported as a questionnaire in FranchiseBlast.

Let's take a quick example of some rows of a sample field audit questionnaire that needs to be imported and compare it with the standard format it needs to be transformed to in order to be imported into FranchiseBlast.

Initial Format                        

Standardized Format

As you can see, column names are not the same, we are defining which questions go under which section with the Level column.  This standard formatted table could now be imported in our system.

Specific Formatting rules

This section will cover several basic rules to follow when transforming a questionnaire.  Column names annotated with an asterix (*) are mandatory to be imported.

Valid columns

• Name *
  • This column either contains the name of the question, section, option or option group the row is referring to.
• Documentation
  • This column contains some documentation related to a question or section
• Type *
  • Determine the type of the row.
  • Here are all the possible types:
    • Section/Heading
      • A section containing questions under it.  Rows immediately under a Section should have a Level # of + 1 this section.  For example if a section has a level 2, all questions under this section should have level 3.
    • YesNo
      • A question that can be answered with either Yes, No or N/A
    • Text
      • A question that can be answered with a short text (single line text)
    • TextArea
      • A question that can be answered with a longer text (multiple lines)
    • Radio
      • A multiple choice question where we can choose only one answer.  See the options section below.
    • CheckBoxList
      • A multiple choice question where we can choose multiple answers from the list of choices.  See the options section below.
    • SingleImage
      • A question where we can upload a single image
    • MultipleImages
      • A question where we can upload multiple images
    • Number
      • Just like Text, but with an extra validator to ensure only numbers are typed.
    • Email
      • Just like Text, but with an extra validator to ensure only emails are typed.
    • Address
      • A special control letting you choose an address (polling only)
    • Timer 
      • A timer control to calculate speed of service.   See point rules definition section below.
    • Files
      • A question that requests to upload a file.
    • PhoneNumber
      • A question that requests a phone number in text format.
    • Date
      • A question that requests a date with a date picker.
    • Address
      • A question that requests for a complete address (multiple fields including country, street # etc.).
    • Temperature
      • A question that asks for a temperature and provides an acceptable range for that temperature. See point rules definition section below.
    • Concentration
      • A question that asks for a concentration and provides an acceptable range for that concentration.  See point rules definition section below.
• Level (Sections, sub-sections and questions)*
  • Define how deep a section or a question is in the tree view of the questionnaire.  See "Sections and tree levels" in this document for further explanations.
• Weight *
  • Each question has to have a Weight which represent how much points is given when we answer it positively.
• IsMandatory
  • Define if a question has to be answered or not
• Options
  • For multiple choice questions (Radio and CheckBoxList), a list of options have to be defined.  See "Options definitions" in this document for further explanations.
• IsNoRightAnswer
  • For questions of type "YesNo" we can set this column to "TRUE" if "No" is the right answer for the question instead of "Yes".
• ForceComment
  • If this column is set to "TRUE", then users will get forced to enter a comment to the questions when they fill out the questionnaire.

• The entry Name has to be entered as well as its type (either Temperature or Concentration).  The Point Rules Unit is mandatory for Temperature and Concentration question types when specifying point rules. Valid point rules units are the following:
  • Celsius (Temperature)
  • Fahrenheit (Temperature)
  • PPM (Concentration)
  • Seconds (Timer)

• When specifying the actual point rules:
  • The name column defines the label of the point rules.  That is the text that will be shown when the result is in the range specified by that rule.
  • The type of a point rule must be set to PointRule (mandatory).
  • Each point rule can have a weight for scoring, similarly to our scoring feature for multiple choice options.
  • A point rule operator is used with each rule to define the range that it will test. Valid operators consists of:
    • LessOrEqual
    • Between
    • Greater
  • Point rule parameters are the actual numbers that the point rule operator uses to defined the range of a rule.
  • The Severity column can be used to indicate the color on Point Rules for Sections and Settings. 
    • Color is one of: Green, Yellow, Orange, Red, Blue, Violet, Black, White, Pink
    • Although they utilize colors, they do not take the Weight into account at this time. 
• The example below depicts a question where the acceptable range for the interior temperature in a truck is:
  • Below the acceptable range between -10 Celsius and 0 Celsius (0 point)
  • In the acceptable range between 0 Celsius and 4 Celsius (2 points)
  • Above the acceptable range if greater than 4 Celsius (0 point)