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Family questionnaires

Questionnaires help your coach collect information before or during your support. You can complete them in your own time, save your progress and return later.

Who this guide is for

  • Families who have been sent a questionnaire by their coach.
  • Coaches who want to review a family's answers.

What you can do

As a family member, you can:

  • see every questionnaire shared by your current coach;
  • answer text, number, choice and yes-or-no questions;
  • save an unfinished questionnaire as a draft; and
  • submit it when all required questions are complete.

As a coach, you can read questionnaires shared with an assigned family. The review view is read-only, so you cannot answer or change responses on the family's behalf.

Complete a questionnaire

  1. Open Questionnaires from the family app.
  2. Choose the questionnaire you want to complete.
  3. Work through each section. Help text appears with a question when the coach has provided it.
  4. Use Save draft if you want to stop and return later.
  5. Use Submit when you are ready to finish.

Questions marked as required must be answered before the questionnaire can be submitted. If anything is missing, the form stays open so you can complete it.

Return to a saved draft

  1. Open Questionnaires again.
  2. Choose the questionnaire marked as in progress.
  3. Your previously saved answers will already be filled in.
  4. Continue answering, then save another draft or submit.

Answers are not saved automatically. Use Save draft or Submit before leaving the form.

Check progress

The questionnaire list shows whether each form is:

  • not started;
  • in progress; or
  • submitted.

It also shows how many questions have been answered. Each questionnaire keeps its own progress, so you can work on several questionnaires independently.

Review answers as a coach

Open the family from your coach workspace and go to their questionnaires. You will see the same sections, questions and saved answers as the family, without editing controls.

To create or assign a questionnaire, see Questionnaire templates.

Things to know

  • A questionnaire belongs to the family and the coach relationship through which it was shared.
  • Later changes to a coach's template do not change a questionnaire that has already been sent.
  • Submitted questionnaires stay marked as submitted.
  • If support or the coach relationship ends, the questionnaire may no longer be available through that coach.

If something goes wrong

  • If the list does not load, use the retry or refresh option.
  • If submission is refused, check every required question.
  • If the form says it has changed, review the refreshed questions before trying again. Answers that still match will be kept where possible.
  • If a questionnaire has been removed, it will disappear from the list and an open form will close.