COBBLESTONE SOFTWARE

Contract Insight — User Guide

2. Question Bank

12. Surveys & Decision Trees › 2. Surveys/Questionnaires › 2. Question Bank

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Surveys > Question Library is described as "Reusable survey questions, grouped into banks. Surveys reference these questions." A left-hand Banks panel lists every named bank in the environment (examples include root, General Survey Questions, OB Question Bank, Test Question Bank, and several client-named banks) alongside an "All questions" view (237 questions across banks in this environment) and New bank / New question actions. The main grid lists each question's text, Answer type (Multiple Choice, Decimal, Check Box, File, Pricing Line Items, User-Defined Subtable, Textbox, and more), which Bank it belongs to, and a Surveys count showing how many survey templates currently reference that question. Within the Survey Builder for a given survey template, questions are added either by writing a new one directly or via "Add from library," which pulls an existing question from this shared bank rather than duplicating it.

2. Key Elements

Question Library groups reusable questions into named Banks (root, General Survey Questions, OB Question Bank, and more), with an "All questions" view spanning every bank (237 questions in this environment).
New bank and New question buttons let an admin create additional banks or add a brand-new question directly from the library screen.
Each question row shows its Answer type (Multiple Choice, Decimal, Check Box, File, Pricing Line Items, User-Defined Subtable, Textbox, and others), which Bank it lives in, and a Surveys count of how many survey templates reference it.
The Survey Builder's "Add from library" option pulls a question from this shared bank into a specific survey template, rather than duplicating the question text.
Because Surveys count is tracked per question, the Question Library also shows at a glance which bank questions are actively reused across multiple survey templates versus unused.