The template library lets you discover, browse, and import validated questionnaires and question collections into your surveys.

Note: For an overview of question groups, see Question Groups. To publish your own templates, see Publishing Question Groups.

Who can access

Any authenticated user can: - Browse the global template library - Search and filter templates - Import templates into their surveys

Users can only import into surveys they own.

Browsing templates

Access the library from: - Survey dashboard: "Browse Question Group Template Library" button - Direct URL: /surveys/templates/

The library shows: - Template name: Title of the question group - Description: Brief overview of what the template measures - Questions: Number of questions in the template - Language: Primary language of the template - Level: Publication level (Global or Organization) - Imports: Count of how many times the template has been imported - Attribution: Icon indicating if the template has formal attribution (authors, citations)

Searching and filtering

  • Search box finds matches in template name, description, and tags
  • Search is case-insensitive and matches partial words

Filters

  • Language: Filter by language code (en, cy, fr, etc.)
  • Publication Level: Show only Global or Organization templates
  • Order by: Sort by name, imports, or date created

Tags

  • Click any tag to filter templates by that category
  • Common tags: PHQ-9, GAD-7, Depression, Anxiety, Screening, etc.

Importing templates

Import workflow

  1. Select a template: Click "Import" dropdown button in the template list or "View Details" to see more information
  2. Choose a survey: Select which survey to import the template into from the dropdown menu
  3. Confirm import: Review the template details and confirm the import

What gets imported

When you import a template: - All questions from the template are imported as a complete question group - Questions maintain their original: - Question text and help text - Question type and options - Required/optional status - Order within the group - The question group is added to your survey - You can edit or delete individual questions after import

Important notes

  • Complete groups: Templates import as complete question groups. Validated instruments (like PHQ-9, GAD-7) should be used in their entirety for clinical validity.
  • Editable after import: You can modify questions after import, but be aware this may affect the validity of standardized instruments.
  • Attribution preserved: If the template has attribution (authors, citations, licenses), this information is preserved with the imported question group.
  • No republishing: You cannot republish question groups that were imported from templates. This protects copyright and prevents circular attribution issues.

Template details page

Click "View Details" on any template to see: - Full description - Complete question preview in markdown format - Publisher information - Attribution details (if applicable): - Authors - Title of original work - Year published - Citations - License information - Original URL - Import button with survey selector - Delete option (if you published the template)

Attribution

Some templates represent published, validated instruments (e.g., PHQ-9, GAD-7). These templates include: - Authors: Original developers of the instrument - Citation: How to cite the original work - License: Usage rights and restrictions - URL: Link to original publication or licensing information

When you import an attributed template: - Attribution information is preserved - You should cite the original work in any publications - Check the license for usage restrictions - The publisher credit shows who published the template to CheckTick, separate from the original authors

Publishing your own templates

Organization admins can publish question groups from their surveys as templates. Published templates can be: - Organization-level: Visible only to your organization members - Global: Visible to all CheckTick users

For detailed instructions on publishing templates, including attribution requirements and copyright protection, see Publishing Question Groups.

Specialist templates vs. question group templates

The template library contains question group templates - complete questionnaires with multiple questions. This is different from specialist templates (Patient Details, Professional Details) which are: - Single composite questions with multiple fields - Added individually through the "Special Templates" tab in the question builder - Not imported from the library - Used for collecting structured data sets (demographics, professional information)

Troubleshooting

"No surveys available" message

  • You need to create at least one survey before you can import templates
  • Go to the survey dashboard and click "Create New Survey"

Import button disabled

  • Ensure you're logged in
  • Check that you own at least one survey
  • Verify the template hasn't been deleted

Cannot find a template

  • Check your search terms and filters
  • Try clearing all filters
  • Some templates may be organization-level and only visible to specific users

Questions appear in wrong order

  • Questions are imported in the order defined in the template
  • You can reorder questions after import using the question group builder
  • Use the Groups View to reorder entire question groups