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Overview

This guide covers the end-user workflow for Questionnaire Template and SLA Admin (spec CE-28-EN-01).

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Prerequisites

  • Your organization must have this feature enabled (contact your admin if unsure).
  • You need the ce.contacts.view permission or a role that includes it.
  • Required configuration is in place — see the admin guide.

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What you can do

  • Submit screenings that resolve to the currently active questionnaire template for your program type.
  • View past submissions rendered against the questionnaire version that was active at submission time.
  • See SLA windows applied to your screening in line with the policy configured for your org, site, and program type.

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Common workflows

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Submit a screening against the active template

1

Navigate to Contacts

Go to Contacts (/ce/contacts) and open the contact record you want to screen.
2

Start a new screening

Click New Screening and select the program type. The system resolves the currently active questionnaire template for that program type.
3

Complete and submit

Fill in each field in the questionnaire and click Submit. The submission is saved with a snapshot of the template version that was active at this moment, so future template changes do not affect this record.

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View a past submission

1

Open the contact's screening history

On a contact record, select the Screenings tab to see all past submissions.
2

Open the submission

Click any row to open the submission detail. The questionnaire renders using the template version that was active when the screening was submitted — not the current version.

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Troubleshooting

  • The feature isn’t available. Confirm your organization has it enabled and you have the required permissions.
  • Changes aren’t reflected. Try refreshing the page; if the issue persists, contact your administrator.
  • Admin guide
  • Source spec: specs/ce/specs/CE-28-EN-01*.md