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Hgear Screening Tool

Build screening questionnaires and collect responses.

Create screening questionnaires, manage survey templates, and collect participant responses in a project workspace with role-based permissions.

10 question formatsReusable survey templatesRole-based access

Product overview

Product capabilities

The tool supports the operational steps of a screening survey: organizing projects, configuring question templates, distributing questionnaires, and retaining submitted responses.

In practiceProject workspace

Access projects and their responses in one place.

Access projects and their responses in list or card view. Create, edit, or delete projects using the actions available to your role.

List and card viewsRole-based actions

Features

Ten response formats for any screening question.

Use the following components within a survey template. Each question has editable question text and a required setting, allowing the creator to specify which responses are mandatory.

Question format

Multiple choice

Define a question and a set of predefined answer options for consistent response collection.

Question format

Dropdown

Allow one selection from a list of options displayed in a dropdown field.

Question format

Checkboxes

Allow participants to select multiple answers from the options provided.

Question format

Text box

Provide a free-text field for explanations, comments, or other written information.

Question format

Ratings

Collect a rating using a star scale or like and dislike options.

Question format

Matrix / rating scale

Present several related questions against the same set of response options.

Question format

Slider

Collect a rating by letting participants select a position on a scale.

Question format

File upload

Include a field for participants to attach supporting documents to their response.

Question format

Date / time

Use a dedicated response field for questions that require date or time information.

Question format

Conditional questions

Configure questions with their own answer options within a conditional question format.

Survey workflow

From a template to retained responses.

Survey creators configure the questionnaire and prepare it for participants. Participants complete the configured question template and submit their responses.

Security & trust

Permissions and required fields keep responses consistent.

Role-based access

Available actions depend on the user’s permissions, and required questions must be answered before a participant can submit.

Role-based actions

Create, edit, view, copy, send and delete surveys according to the actions available to your role.

Required fields

Mark questions as required so needed answers are collected before a response is submitted.

Retained responses

Submitted responses are stored and can be viewed later by the participant.

Project workspace

Projects group surveys and their responses, browsable in list and card views.

Who it is for

Built for screening and survey workflows.

Survey creators configure and distribute questionnaires; participants complete and submit them in the same workspace.

Survey creatorsParticipantsProject teams
  • Start a survey and add the question formats you need
  • Reuse a template by copying an existing survey
  • Preview the questionnaire and its answer fields before sending
  • Participants select a questionnaire, complete its fields and submit
  • Submitted responses are retained and can be viewed later

Common questions

Screening Tool FAQ

Can I make a question mandatory?

Yes. Each question has a required setting, so you can decide which answers are needed before a participant submits a response.

Can I reuse an existing survey?

Surveys can be copied and edited to create another questionnaire, subject to the permissions available to your role.

How are questionnaires organized?

Projects group surveys and their responses. List and card views help users browse the available projects and surveys.

How can I access the Screening Tool?

Use Request Tool Access to contact the Hgear team and discuss your questionnaire requirements, user roles, and workflow.

Request access to the Screening Tool.

Contact the Hgear team to discuss your survey requirements, required question formats, and user permissions.

Request tool access

Screening data sits alongside Hgear’s transformation, validation and data-quality capabilities.

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