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Building the Perfect Questionnaire

Written by Service Desk

Updated at April 5th, 2025

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Table of Contents

Transcript:

The goals of a great Questionnaire are to elicit as much good information from the fewest questions in the least amount of time, all without error. To a significant extent, form really does influence function. This video demonstrates a dozen very cool, powerful, and a few truly sophisticated steps on the road to perfection.

Watching this video will create at least a handful of "Aha!" moments that will immediately make you more productive and your work more enjoyable as you learn to use Dividers, colors, indents, formatting, and the most spectacular of them all, links within the Q&A Table.

tags: video, Q&A Table, Questionnaire, perfect, best, world-class

Transcript:

So click on that and having clicked on that it'll show you in the right hand list here various places in your document that you can choose. Right now I could hyperlink to the top of the document or to a particular heading or to a particular bookmark. I've only got one bookmark to choose from at the moment. That's the one I want.

Gizmo info and I click Okay And now I've created an underlined hyperlink. The coloring there is because Word always uses a particular color to identify hyperlinks and then after they've been clicked it'll change to another color and the default colors are usually blue and purple. So don't worry about the color being different that's by design that so that people realize it is a hyperlink and they know they can click it. So now as the forum user when I'm coming along and filling in this form first off I know I'm expected to type a bunch of client info because it's all categorized here as I'm typing the information I get cues about what I should be typing and if some of the questions are dependent on other questions the indenting here helps me navigate.

And then if I get to a section like this widget info I have a queue here that says if there are no widgets skip two and I can just click here the little tag that the little flag that pops up when I hover over that says control click to follow link so I'm holding down the control key and left clicking on that hyperlink and it jumps my cursor right down to the gizmo info section and I'm ready to continue. That gizmo info section might be two pages later in the questionnaire and so I've just with a single click skipped straight to the next section that needs my attention without having to look at anything in between.

And, I've started using these hyperlinks really liberally. I'll put them all through the thing anytime there's anything that's skippable I'll just put one of these in and then it makes navigation a lot easier for the end user. If I marked, well first when I hide let me hide the thing for anyone who hasn't seen that before. I'm gonna choose to hide my labels column.

So it looks like that. I don't see that leftmost column. So what they were asking is if that label column is hidden and I happen to have made that the target for one of my hyperlinks I didn't in this case in this case I made this the target so I won't run into that situation. But if I even if I did make, information in that leftmost column the target, the hyperlink is still gonna work because what it's gonna do is it's gonna drop my cursor in I just put my cursor there and you can't see it probably except it's a tiny little dot flashing. The cursor is still gonna go to that location which is the location I wanna direct them to. It's just that the cursor is not gonna be immediately visible to them. But at least I got them to the right spot in the questionnaire.

And then the second half of that is really I would rather have the cursor visible for them. So instead of making the label in the left most column your target, make, something in the middle column your target. Either something in the, divider because that's always gonna be visible or something here in the question column, your target that way when you use your hyperlink they're gonna be able to see where their cursor lands and you won't run into that problem

optimal questions survey design

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