This assumes the process for assigning Questionnaires to employees is a manual one. In other words: an internal user determines when the employee needs to fill a Questionnaire.
The checklist can contain one or many items. At least one item must be for the Questionnaire to be filled. If the employee is required to complete more than one Questionnaire, they can be represented in the same checklist as different items.
[Italicized text in brackets below is a suggestion or guidance for the field.]
Example: Checklist
Checklist Name: Complete Questionnaire Tasks
Checklist Description: Assigns "Complete Your Questionnaire" Tasks to the Employee
Launch Checklist: <Manually> [This assumes that the checklist will be manually started. Select <Automatically> to define conditions under which the checklist must be started.]
Auto Complete Rule: <When all required items are complete>
Example: Checklist Item within Checklist
Name: Complete [Questionnaire Screen Name]
Sequence: 1
Required: <Yes>
Description: Please Complete Your [Questionnaire Screen Name] [Enter the description that applies to the Questionnaire.]
Can Assign to Employee: <Yes>
Start Item When: <When Checklist Starts>
Notify Resources When Item Starts: <Yes>
Auto Assign to Employee: <Yes>
Item Becomes Due: 1 <Calendar Day> After the Start Date [Due dates and reminders can be assigned to the employee based on clients’ business processes.]
Automatic Reminder to Resources: <Yes>
Send Reminder to Resources: 1 Days <After> Item Due Date if Not Completed
And Remind: <Once Every> 1 Days Until Complete
Notify Resources When Complete: <Yes>
Complete Item: <Automatically>
By going to Questionnaire: <[Questionnaire Screen Name]> [Select the Questionnaire Screen Name to be opened when employees click the WHT task.]
Take Action: <When Target Field Value Changes> [This is defaulted by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]
Data Source: <Questionnaire> [This is defaulted by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]
Target Field: <Status> [This is defaulted by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]
Alert Only If These Condition Are True:
• Questionnaire Status <Is Equal To> <Submitted>
• And/Or <And>
• Questionnaire Screen Name <Is Equal To> <[Questionnaire selected in the By Going to Questionnaire choice list]>
[Conditions are automatically added by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]