Pre Adoption Questionnaire Set Up

You will require access to the Administration menu to perform this task. 

The Pre-Adoption Questionnaire enables you to track information such as the type of home a client is offering for an animal, what sort of animal they are after (preferences etc) as well as standardised information on processes that take place before an animal can be adopted. This information can then be recorded against a client’s details via the Adoption person category.

This questionnaire comes in two parts: the first part covers tasks and checks to be made by organisation representatives, and the second includes the client’s specific information. Each part is managed slightly differently via Administration.

Set up Part 1: Pre-Adoption Questionnaire top section

This section is standardised and items cannot be added or removed, only the drop down options can be.

To add, edit or remove options for questions in this section:

1. Click on Administration in the left hand (orange) menu and locate Edit Drop Down Lists
2. Some options appear in the top section of this menu. To add, edit or remove options via this section, click the Edit link beside the required option. These are quick entry fields. Just type into the text box and press the enter key to save, or hover your mouse over an option and click the pencil icon to edit. The green tick will edit your changes and the red cross will reject them. Although you cannot delete items from this section, you can “hide” them so they can’t be selected via the drop down by un-ticking the box in the “show” column.
   The following items are listed in the upper section of the page:
• Adoption Application – Pending Reasons (populates Reason Pending drop down)
• Adoption Denied Reasons (populates Reason Unsuccessful / Denied drop down)
• Colour Match (populates Colour Match field that is also used for the Behaviour Assessment page)
3. The remainder are found in the lower section of the Edit Drop Down List menu. To Add, Edit or Delete options from this section, simply click the relevant link, make the desired change and click the relevant update button (labelled for the option selected, e.g. “Add Adoption Application Status” or “Edit Pre-Adoption Responsibilities”). The options found here are as follows:
• Adoption Application Status
• Pre-Adoption Responsibilities (allows you to nominate persons responsible for completing tasks, namely Interview Completed, Vet Reference Check Completed, Property Check Completed, Approved By, Application Finalised.)
• Profile Activity Level

Set up Part 2: Pre-Adoption Questions

This section is linked to Animal Type and is completely customizable.

To add, edit or remove options from this section:

1. Click on Administration in the left hand (orange) menu, locate and click on the link Question and Form Administration.
2. In the resulting menu, locate and click on Pre-Adoption Questions Administration
3. To add a new option, click on the option Add Pre-Adoption Question
• Select the Animal Type from the drop down menu.
• Select the type of Question you would like to add from the Question Type drop down menu. This will load the next options.
• Enter the Question into the relevant text box. If you selected Form Comment, skip to the next step.
• Enter any comments you would like to appear with the Question on the Pre-Adoption Questionnaire page (in-house use only).
• If you would like the question to be highlighted on the page, click the Highlight Field option.
• If the option you selected from the Question Type drop down was a Text Field, Date Field or Comments Field, you may click Add Question now.
• If you selected Check Boxes or Drop Down Menu, click the orange +- links to add or remove options users can select. When all possible responses have been added and are in the correct order, click Add Question.
•  If you selected Field Table, click the Add Field link. A pop-up will deploy. Select a new question type (Text Field, Drop Down Menu, Check Boxes or Date Field) from the drop down and populate responses as required. Click Save to add the Question Type. Repeat as required until all required options have been completed.
• Click Add Question to finish.
4. To edit an existing option, locate and click on Edit Pre Adoption Question.
• Select the Animal Type from the drop down menu to load the questions assigned to that animal type.
• In the Question drop down box, find and select the Question you would like to edit.
• This will load all options for that question. You may change any field, except for the type of question.
• NB: if you edit a question in this manner, it will change existing records. If an option is hidden, it will continue to display on any existing pages it was assigned to in history only.
• Once you have made your changes, click Update Details to save and return to the menu.
5. To change the order in which Pre-Adoption Questions appear, find and click Order Pre-Adoption Question
• Select the Animal Type from the drop down menu to load the questions assigned to that animal type.
• The questions will load in the order they were originally entered. On the right is a series of text boxes, each with a numeric value indicating the placement of that question on the Pre-Adoption Questionnaire page.
• To change the order these questions appear in, simply change the order of the numbers in these text boxes.
• NB: you must remember to make sure all numbers are represented, and no numbers have been accidentally duplicated. The page will not allow you to update unless each number is represented at least once, but only once.
• Click Update Questions to save your changes and return to the menu.
6. To delete a Pre-Adoption Question, find and click Delete Pre-Adoption Question.
• Select the Animal Type from the drop down menu to load the questions assigned to that animal type.
• In the Question drop down box, find and select the question you would like to delete.
• The page will load the information for that question so you can verify it is indeed the one you wanted.
• Click the Delete Question button.
• Deletion is permanent: they cannot be restored once deleted, but information relating to deleted questions already assigned to existing Pre-Adoption Questionnaires will be retained in history.
7. To copy Pre-Adoption Questions from one animal type to another, use Copy Pre Adoption Questions.
• Select an Animal Type from the drop down Choose a type to transfer from. This should be the source animal type; i.e. all the questions you wish to copy are already set up for this animal type.
• Select an Animal Type from the drop down Choose a type to transfer to. This will be an animal type that does not have any Pre-Adoption Questions assigned to it yet.
• The questions assigned to the first animal type selected will display a check box on the left-hand side of each option.
• Click on the check boxes against each question you wish to copy to mark them OR, if you wish to copy all questions, leave all blank.
• Click Copy to copy either the selected questions or all questions if none were selected and return to the menu.