These steps describe how to use the Question Management system to create new questions.
1. Login by entering the Name and Password.
2. Go to 'Create or Review Questions' tab. Under the New Questions table, select the desired Assignment to create a Question then click the 'Create' button.
Note: The 'In Queue' status means that the question assignment has not been started. The questions that appear are the question assignment that has been assigned to you.
3. Enter data in the following fields:
Question Notes*: Comments about the question
UI Question Status*: (Updated for Lightning, UI Independent or Classic Only Feature)
Screenshot Status*: (Added, Required, Needs Updating and Not Required)
Status fields are updated?*
Question Topic: What is this question about, e.g. Search capabilities available in a Lightning Community. This may have already been provided when the question was assigned. If not, then it needs to be completed.
Question* (Ensure the question includes 'Choose X answer/s')
Options* (Ensure there are at least 4 options e.g. A. B. C. D.)
Answer* (Correct Option Letter)
Explanation* (Explain why the correct option is correct and why the incorrect options are incorrect)
Explanation explains the correct AND incorrect options? *
Explanation Type* (Yes, Explanation Text was copied or No, Explanation was not copied)
Reference 1: Link to Salesforce help that provides more detail regarding the explanation and correct option
Reference 2: Optional second link to Salesforce help
Image 1: Focus on Force screenshot link that provides a visual of the explanation / correct option
Image 2: Optional second Focus on Force link to provide additional explanation for the explanation
Image 3: Optional third Focus on Force link
Suitable screenshots and/or diagrams are added? *
Clarification Required: Reviewer can flag the question assignment if needing more information.
Notes:
* is a required field.
Reference and Image links are now clickable.
Tooltips for the following fields will be available and can be configured:
Question Notes
Question
Options
Explanation
Reference 1
Reference 2
Image 1
Image 2
Image 3
Clarification Required
4. Once done, you can either click 'Save Draft' to save your work, but not submit for review.
Or click 'Submit for Proofread' which will submit the question for proofreading and remove the assignment from your list.
If a new question was worked on but not completed or doesn't want to submit for review, it can be saved as a draft. The question status will be updated to 'In Progress'. These steps describe how to return to the new question and continue working on it.
1. Login by entering the Name and Password.
2. Go to 'Create or Review Questions' tab. Under the New Questions table, select the desired Assignment. It will have the status 'In Progress'. Click the 'Edit' button.
3. Modify the question and ensure the following guidelines:
Question Notes*: Comments about the question
UI Question Status: (Updated for Lightning, UI Independent or Classic Only Feature)
Screenshot Status: (Added, Required, Needs Updating and Not Required)
Status fields are updated?*
Question Topic: What is this question about, e.g. Search capabilities available in a Lightning Community. This may have already been provided when the question was assigned. If not, then it needs to be completed.
Question* (Ensure the question includes 'Choose X answer/s')
Options* (Ensure there are at least 4 options e.g. A. B. C. D.)
Answer* (Correct Option Letter)
Explanation* (Explain why the correct option is correct and why the incorrect options are incorrect)
Explanation explains the correct AND incorrect options? *
Explanation Type* (Yes, Explanation Text was copied or No, Explanation was not copied)
Reference 1: Link to Salesforce help that provides more detail regarding the explanation and correct option
Reference 2: Optional second link to Salesforce help
Image 1: Focus on Force screenshot link that provides a visual of the explanation / correct option
Image 2: Optional second Focus on Force link to provide additional explanation for the explanation
Image 3: Optional third Focus on Force link
Suitable screenshots and/or diagrams are added? *
Clarification Required: Reviewer can flag the question assignment if needing more information.
Notes:
* is a required field.
Reference and Image links are now clickable.
Tooltips for the following fields will be available and can be configured:
Question Notes
Question
Options
Explanation
Reference 1
Reference 2
Image 1
Image 2
Image 3
Clarification Required
4. Click 'Submit for Proofread' which will submit the question for proofreading and remove the assignment from your list.
If a question was reviewed but needs changes, it will return to your assignment list with the status 'In Progress'. These steps describe how to return to the question and continue working on it.
1. Login by entering your Name and Password.
2. Go to 'Create or Review Questions' tab. Under the New Questions table, select the desired Assignment. It will have the status 'In Progress'. Click the 'Edit' button.
3. Modify the question and ensure the following guidelines:
Question Notes*: Comments about the question
UI Question Status: (Updated for Lightning, UI Independent or Classic Only Feature)
Screenshot Status: (Added, Required, Needs Updating and Not Required)
Status fields are updated?*
Question Topic: What is this question about, e.g. Search capabilities available in a Lightning Community. This may have already been provided when the question was assigned. If not, then it needs to be completed.
Question* (Ensure the question includes 'Choose X answer/s')
Options* (Ensure there are at least 4 options e.g. A. B. C. D.)
Answer* (Correct Option Letter)
Explanation* (Explain why the correct option is correct and why the incorrect options are incorrect)
Explanation explains the correct AND incorrect options?*
Explanation Type* (Yes, Explanation Text was copied or No, Explanation was not copied)
Reference 1: Link to Salesforce help that provides more detail regarding the explanation and correct option
Reference 2: Optional second link to Salesforce help
Image 1: Focus on Force screenshot link that provides a visual of the explanation/correct option
Image 2: Optional second Focus on Force link to provide additional explanation for the explanation
Image 3: Optional third Focus on Force link
Suitable screenshots and/or diagrams are added?*
Clarification Required: Reviewer can flag the question assignment if needing more information.
Notes:
* is a required field.
Reference and Image links are now clickable.
Tooltips for the following fields will be available and can be configured:
Question Notes
Question
Options
Explanation
Reference 1
Reference 2
Image 1
Image 2
Image 3
Clarification Required
4. Click 'Submit for Proofread' which will submit the question for proofreading and remove the assignment from your list.