After you have created a new requirement package, it is time to start to filling it with content.
First of all, navigate to the Requirement packages page by clicking Data collection in the top bar:
To open the requirement package editor, click the Open button to the right of the requirement package you want to edit:
1. Change requirement package settings
When you have opened the requirement package, you will find the overall requirement package settings on top of the page. These settings will be applied to all organizations that receive the requirement package.
Attached information:
If you want to give all organizations who receives the requirement package access to additional information in form of a document or file, you can attach information here by choosing from existing files here or upload a new one. The reporters will be able to view and download it when they open the requirement package.
Requirement:
This is where you decide what requirements must be met in order for the requirement package to be fulfilled.
None means that there are no requirements that needs to be met for the requirement package, i.e. the questions can be left empty.
All questions must be answered means that the recipient must provide an answer, but not fulfill, all the questions in order to meet the requirements
All questions must be fulfilled means that the recipient must fulfill all the questions in order to meet the requirements.
Signing:
This setting can be used if you want the recipient to sign their answers before they are submitted. The signing process is digital and leaves you with a pdf-document stating the name of the signatory along with place, date and telephone number.
Individual requirements:
This setting indicates if the recipient should be able to see the requirements for individual questions or not.
2. Add content to your requirement package
Beneath the overall requirement package settings you can find the editor area. Here you can start adding content by clicking the Add button and choose between following objects:
Category to structure the content
Question to collect qualitative data
Measure to collect quantitative data
Add information to collect additional information (e.g. files, comments, custom pickers)
Categories
The structure in the requirement package is hierarchical and the hierarchy is structured using categories. To add a category, click the Add button and choose Category:
Decide what language you want the category to be shown in and select a title.
You can also choose if you want to include a description, guidance* and if you want to add an image to your category. Hit the Create button when you are done.
Hint: You can save all texts in both English and Swedish if you want to, just swap between languages when you have finished writing the first language.
*All guidances are indicated with a green information icon for the recipient and will not take up any unneccessary space in the requirement package.
When you have created your first category you can choose to add content beneath that category by utilizing the Add button on the same row as the new category, or add additional categories on the same level as the category that you have created by clicking the Add button in the top.
Hint 3: If you want to edit an object after it has been created, simply click the Edit button under the menu to the right of the object you want to edit. You can also choose to remove the object by clicking the button Remove from here.
Hint 4: You can change the order of all objects that are created on the same hierarchical level. This is done by clicking the up and down icons to the right of the object.
Questions
Questions are used for collecting qualitative data utilizing a set of predefined answering options. To add a question, decide where in the structure you want to locate it (see above) and click the Add button and choose Question.
In the popup window that appears you can choose to add one or multiple existing questions by picking them from the list, or add a new question. To add a new question click the + New question button in the top right corner.
After you have filled out the relevant information, hit Create and close the popup window.
The new question will now appear in the content area along with two buttons:
Edit allows you to edit what Answering options that should be associated with this question, and if any additional Information should be able to be attached to the answer.
Set requirement decides if an Individual requirement should be associated with this question.
Note: It is important that the requirement logic follow the same logic as the answering alternatives and ability to attach information in order for the question to be possible to fulfill by the recipient, if fulfillment is required (see above).
Note 2: The requirement option Manual Assessment states that it is up to the sender to evaluate the objects fulfillment status, and can thereby not be fulfilled by the recipient just by supplying information. Read this article for more information on Manual Assessments.
Measures
Measures are used to collect quantitative data that can be measured over time. To add a measure, decide where in the structure you want to locate it (see above) and click the Add button and choose Measure.
In the popup window that appears you can choose to add one or multiple existing measures by picking them from the list, or add a new measure. To add a new measure click the + New measure button in the top right corner.
After you have filled out the relevant information, hit Create and close the popup window.
The new measure will now appear in the content area along with two buttons:
Edit allows you to edit what Answer frequency that should be associated with this measure, and if any additional Information should be able to be attached to the data.
Set requirement decides if an Individual requirement should be associated with this question.
Add information
Add information are used to collect additional information. To add an information request, decide where in the structure you want to locate it (see above) and click the Add button and choose Add information.
After you have filled out the relevant information, hit Create.
The information request will now appear in the content area along with two buttons:
Edit allows you to edit what Information that should be able to be attached.
Set requirement decides if an Individual requirement should be associated with this question.
Customized Pickers
In information requests, you can create customized answering options. Follow the link to learn how. To add your answering options, choose custom alternatives and the change button will appear. Click and your created answering options will appear.