How to Use the Questionnaire

Below you will find a detailed and structured guide on how to use the Questionnaire in easy.school, dedicated to coordinators. This guide summarizes the necessary steps to access, configure, and send questionnaires to the families of students.

1. Accessing the Questionnaire

1. Log in with your coordinator account.

2. Select the desired school.

3. From the side menu, click on Students and then on Questionnaire.

2. Managing Categories

Categories are used to organize questionnaires based on themes or types.

Create a New Category

1. Click on the “Manage Category” button.

2. In the screen that opens, click on the “New Category” button (top right).

3. Enter the category name in the dedicated field.

4. Click the green “Save” button to confirm the creation.

Edit or Delete a Category

• Edit: Click on the pencil icon next to the category you want to edit.

• Delete: Click on the trash can icon to delete the selected category.

3. Managing Questionnaire Questions

Create a New Question

1. Click on the “New Question” button.

2. Select the category to which the question belongs from the dropdown menu.

3. In the “Question” field, write the text of the question.

4. Click the green “Save” button to create the question.

Edit or Delete a Question

• Edit: Locate the question to edit and click on the pencil icon.

• Delete: Click on the trash can icon to delete the selected question.

4. Sending the Questionnaire

To send the questionnaire to the families of students, follow these steps:

1. Click on the light blue button in the top right labeled “Send Questionnaire”.

2. A screen will open with several options:

• Message Type:

• From the dropdown menu select “Questionnaire” (among the options: Message, Equipment Request, or Questionnaire).

• Labels:

• Select the label preset by the administrator.

• You can enable recipient responses, set the message as urgent, or create individual messages as needed.

• Subject:

• By default, “Questionnaire” appears.

• In the tab below, enter the text related to the questionnaire and, if necessary, attach a document, photo, or video using the file attachment option.

• Select Category:

• Select the category of questionnaires you wish to use (categories must have been created previously).

• Select Question:

• From the dropdown menu, choose the questions you want to include in the questionnaire.

• Recipients:

• A list of students will be displayed, each in a box containing:

• The photo of the student.

• First and last name.

• The section to which they belong.

• The field showing the name of the family member to whom the questionnaire will be sent (you can select another family member via the dropdown menu).

• To select a student, click the “+” button at the top right of the box.

• If the border changes from gray to green, the student has been selected.

• To deselect, click the “X” at the top right of the box.

• To send the questionnaire to all students, click the “Select all” checkbox.

3. Send the Questionnaire:

• Once all recipients are selected and options configured, click the “Send” button in the top right to complete the operation.

Conclusions

By following these steps, the coordinator will be able to:

• Organize questionnaires into thematic categories.

• Create and edit questions easily and intuitively.

• Send the questionnaire specifically to the families of students, carefully selecting recipients and attaching any supporting materials.

This procedure allows for effective management of communication and feedback collection through questionnaires, facilitating family involvement and improving the flow of information.