Guide to using the Questions & Strategies Database

Adding Questions and Strategies are essentially the same process as other elements to a page. Both are added using the Research Framework section of the left hand menu in the Dashboard, they can be uploaded via a spreadsheet or entered individually.

Adding Questions and Strategies individually

Click on Research Framework on dashboard left hand menu to open the database management page. Ensure that you have the correct concept highlighted in Step 1 (Question or Strategy).

In Step 2 Choose Add+

Manually adding a single question/strategy to the database

You can now enter the Question, Local#, choose a status, add Additional Info, dates and Owner.

NOTE: when entering numbers in the Local # field any text or numbers can be used, but if any single figure numbers are used, after a decimal point a 0 must be added – eg. M3.04 not M3.4

Video guide to manually entering a Question/Strategy

Preparing a spreadsheet file to upload to the database

The database will accept most formats (.csv, .xlsx and .ods). Ensure that the first row of the spreadsheet is the column headers.

These should include the following, but it is not necessary for the names to be exact:

  • Question/Strategy
  • Local Number
  • Status
  • Additional Information
  • Date accepted
  • Date of next review
  • Authority to change

The columns in the spreadsheet can be left blank if necessary, and more columns can be included but they cannot be uploaded into the database.

Adding Questions and Strategies via spreadsheet

To upload your spreadsheet. Click on Research Framework on dashboard left hand menu to open the database management page. Ensure that you have the correct concept highlighted in Step 1 (Question or Strategy).

In Step 2 choose Upload to open the options to browse for your file, choose the spreadsheet file from your computer

Choose the file from your computer, this will open a new dialogue to allow you to add (by dragging and dropping) the column names from your spreadsheet (on the right) across to the corresponding column of the database (on the left).

Once you have done this press the purple Check Values button at the bottom of the page.

This will open a further step, which allows you to ensure that the Questions are what you are expecting. It is possible to delete and carry out editing here, and once you are happy press the purple Add All button at the very bottom of the page.

Adding categories (tags) to the questions/strategies

Categories are the same as tags and assist in searching the database. Once your questions/strategies are added to the database you will need to add the categories; this is done in two ways. Mass editing can be used for generic categories such as the geographical area eg. ‘Greater London’ or ‘North West’.

Some categories will be individual to a particular question/strategy – the best way to do this is to edit individually.

Managing and Editing Questions and Strategies

PLEASE NOTE – If you already have Question blocks on a site page, they will NOT automatically be updated. To do this find the page contain the questions, open Edit Page and find he relevant Question block. Click on the block to open the right-hand menu, scroll down to the purple Click to Update Currently Selected Block(s) button and press it – this will update the question – this will need to be done whenever a Question is edited in the back end.

Questions can be edited using the Manage function in the Research Frameworks dashboard.

Select Manage and then you can sort the results using the Search for question(s) or Order results by options. It is simplest to use the Local# option in both these boxes. Also worth changing the Results per page to 100 to see more on one page.

Here you can edit any elements of the entries individually – ensure you press update when any changes have been made.

Mass editing

Mass editing can be done by first ticking the Check for mass edit for the Questions you wish to change, then choose the purple Open Mass Edit Panel at the top of the page.

The resulting pop up will show you which questions you’ve selected, and then you have the opportunity to make any changes, including adding categories (or tags) – this is useful if all the questions link to a specific area or theme and therefore require a generic tag.

Click the purple Update all after all required changes have been made.

Ensure you uncheck the Check for mass edit tick on all the Questions.

Individual database entry editing

Questions will need categories adding individually, this is also done in editing.

To change a single individual entry, eg. add a category – find the question you need to add to and read the question (you can expand the box using the black double arrows to make reading easier).

Reading the question will give you ideas for tagging. In the Categories column click on Edit, in the dialogue box start searching for the category to fit the question, eg. Woodland- all results will appear (change the Results per page to 100 to see more results), check the box on the category which fits best to your question. Repeat this process if more categories are relevant. Click the purple Close Editor when you’ve finished.

IMPORTANT: After closing the editor ensure you click the purple Update button on the Question you’ve updated, failing to do so will mean that the changes will not be saved. A popup will confirm that you have successfully updated the question.

Adding Questions and Strategy blocks to the pages

Once you have the questions in the database, they can be added to the website pages. These are blocks, and can be added to any page.

Open (or create) the page on which you want the Question to appear.

Select Add block by hovering over the white cross in a black box which appears between blocks.

If the red Research Frameworks Concepts block is not visible, you can search for it in the top bar. Clicking on this block will open a new right-hand menu which allows you to search for the Question you wish to add to the page.

Here you can search for the Question (or Strategy) you’d like to add. If you are adding a number of Questions do this for all required.

Scroll down to Chose what outputs to show to include on the page.

Note that leaving all of the boxes unticked will show show ALL the outputs.

When you have found the Question you’d like to add to the page, check the box next to it and the question will appear on the page, if entering more, continue to search and add to the page.

If you do choose to tick any of the output boxes in the lower section of the right hand menu, you will need to press the Click to update currently selected Question(s).