Evotix Assure (the Evotix health, safety, and risk management platform) supports multilingual use across the entire system. English is the primary language, but the platform is available in 39 languages. This article covers three areas: how individual users and System Administrators change language settings; and how administrators configure three components that require manual translation when a new language is added to the system: AssureGO+/Portal Questionnaires (simplified data-collection forms), iQ Templates (Intelligent Questionnaire Templates used for structured question sets), and Captions, Guidance, and Picklists. This is a cross-module article spanning Portal configuration, iQ Templates, Module Setup, and the Picklist Data Dictionary.
Prerequisites
- Multilingual functionality must be enabled on your Assure instance before languages appear in dropdowns. If languages are not available, contact your Customer Success Manager.
- System Administrators must have access to Settings > Organisational Configuration > Users to configure language settings for other users.
- All configuration steps for Questionnaires, iQ Templates, Captions, and Picklists require System Administrator access to Settings.
- Individual users only need an active Assure account to change their own language preference via My Preferences.
Key Concepts
| Term | Definition |
|---|---|
| User Input Language | The language setting applied to a specific Portal Questionnaire that determines which language it is presented in. |
| iQ Template | An Intelligent Questionnaire Template used to build structured question sets within Assure modules. |
| Export with Translations | A method of translating an iQ Template by exporting a zip file containing a structural IQT file and a CSV file, adding translations to column E of the CSV, then importing the pair back into Assure. |
| Caption Maintenance | The Assure configuration area within Module Setup that controls which fields are visible, labelled, and translatable on module forms. |
| Picklist Data Dictionary | The Assure configuration area for managing and translating the values available in dropdown (picklist) fields. |
| My Preferences | A per-user settings menu accessed from the username dropdown that allows individual users to change their language, timezone, and date format. |
Languages Available in Assure
- English (UK)
- English (US)
- Arabic
- Bulgarian
- Chinese (Simplified)
- Croatian
- Czech
- Danish
- Dutch
- Estonian
- Finnish
- French
- French Canadian
- German
- Greek
- Hebrew
- Hindi
- Hungarian
- Italian
- Japanese
- Korean
- Lithuanian
- Malay
- Norwegian
- Polish
- Portuguese (Portugal)
- Portuguese (Brazilian)
- Punjabi (Gurmukhi)
- Romanian
- Russian
- Slovak
- Slovenian
- Spanish (Spain)
- Spanish (Latin America)
- Swedish
- Tamil
- Thai
- Turkish
- Ukrainian
- Vietnamese
How Users and Administrators Change Language Settings
Individual Users
System Administrator Settings
How to Configure Multi-Languages in Assure
The following elements will have to be configured for any new language added
- AssureGO+/Portal Questionnaires
- iQ Templates
- Captions, Guidance and Picklists
1. AssureGO+/Portal Questionnaires
Steps: Create a translated Portal Questionnaire
1. Navigate to Settings > Portal > Questionnaire.
2. Select the Questionnaire you wish to translate and select Copy. If you wish to create a new Questionnaire instead, select New Record.
3. Manually translate the Questionnaire Name and any Descriptions. Then within the User Input Language field, select the language you wish to view the Questionnaire in.
4. Click Save and Close.
5. Add in the sections you wish to see within the Questionnaire. Sections are not generated automatically when you copy a Questionnaire and must be added manually.
6. Select the Cog on the Questionnaire and then select Sections.
7. Select New Record.
8. Add in the manually translated Header Text, then click Save and Close.
9. Select the Cog on the Section and then select Fields.
10. Select New Record to add a field to the section.
11. Within the Property Name dropdown, select the field you wish to add. Enter the translated Caption and any Guidance text you wish to display within the Questionnaire.
12. Click Save and Close. Repeat steps 7--12 for each section and field required.
13. Once you have generated all the sections you wish to see within this Questionnaire, add it to the Portal Dashboard you wish to view it on.
14. When on the Portal, you can change the language settings by selecting from the drop-down menu at the top of the page. If you wish to filter down to show only Questionnaires in your selected language, select the tick box next to the drop-down menu.
2. iQ Templates
Option A: Export with Translations
Steps: Export, translate, and import an iQ Template
1. Navigate to Settings > Templates > iQ Templates and find the iQ Template you would like to translate. Using the Cog menu, select Export with Translations.
2. The download is a zip file containing two files: an IQT file and a CSV file.
3. The IQT file contains the structural information of the iQ Template -- the layout of the sections and questions, the configuration options for each question, and so on. Do not edit the IQT file.
4. Open the CSV file. It contains all the text-based data from the iQ Template: section names, question text, guidance text, and so on. Do not edit any existing data in the CSV file. Do not add, remove, or reorder rows. Only add translations to column E.
5. Using the CSV section reference table below, add your translated text to column E for each row that requires translation. If no translation is added for a row, the iQ Template will be created with the original English value for that field.
6. Note: for multimedia guidance, embedded images or videos will not be imported. The source code for these often exceeds the Excel cell character limit and is excluded.
7. Save the CSV file. The file name does not matter.
8. In Assure, select Import IQ Template, enter the name for your iQ Template, select the language, upload both the IQT file and the CSV file, then click Save and Close.
9. Ensure you upload the correct IQT and CSV files together. The two files work together to create the iQ Template. You will receive errors if the two files do not match.
CSV Section Reference
| Section | What it contains and what to translate |
|---|---|
| 1. iQ Template Details | The template-level text: template name, template guidance, and any captions set at template level. Translate the template name and all guidance text in column E. |
| 2. iQ Template Picklists | All picklist response options used across the template (for Single Select and Multi Select questions). All picklist items from the entire template appear here. The picklist group name (e.g., "Answers Picklist") is visible in this section but is only seen by administrators in the iQ Template edit screen -- end users cannot see it. Translate each response option label in column E. |
| 3. Additional Fields | Any additional fields configured at template level beyond the standard question set. Translate all field labels and values in column E. |
| 4. Configure Question Set: Section (with guidance) | Section headings for sections that have guidance text configured. Translate both the section heading and the guidance text in column E. |
| 5. Configure Question Set: Single Select Question (with guidance) | Single Select question text for questions that have guidance configured. Translate both the question text and the guidance text in column E. |
| 6. Configure Question Set: Text Question (with guidance) | Text question text for questions that have guidance configured. Translate both the question text and the guidance text in column E. |
| 7. Configure Question Set: Multi Select Question (without guidance) | Multi Select question text for questions that have no guidance. Translate the question text in column E. |
| 8. Configure Question Set: Section 2 (without guidance) | Section headings for sections that have no guidance text. Translate the section heading in column E. |
| 9. Configure Question Set: Single Select (without guidance) with Branch Condition | Single Select questions that have a Branch Condition configured but no guidance. A Branch Comments field may appear here -- this is an administrator-only note describing what triggers the branch. End users cannot see it. Translate the question text in column E; translate the Branch Comment only if meaningful for the target language administrator. |
| 10. Configure Question Set: Text Question 2 (without guidance) | Additional text questions without guidance. Translate the question text in column E. |
| 11. Configure Question Set: Multi Select Question 2 (without guidance) | Additional Multi Select questions without guidance. Translate the question text in column E. |
Note: The template picklist name (for example, "Answers Picklist") is only visible in the iQ Template edit screen and when configuring single and multi-select questions. End users cannot see this.
Note: The Comments field (for example, "Branch Comments") is only visible in the iQ Template edit screen and is often used to add commentary around what triggers that branch. End users cannot see this.Save your CSV file. The name of the CSV does not matter.
Screenshot Examples
- IQ Template Details:
2. IQ Template Picklists
Note: all picklist items will appear in this section of the CSV.
3. Additional Fields
4. Configure Question Set: Section (with guidance)
5. Configure Question Set: Single Select Question (with guidance)
6. Configure Question Set: Text Question (with guidance)
7. Configure Question Set: Multi Select Question (without guidance)
8. Configure Question Set: Section 2 (without guidance)
9. Configure Question Set: Single Select (without guidance) with Branch Condition
Note: The Comments (in this example ‘Branch Comments’) is only visible in the IQ Template edit screen, and is often used to add commentary around what triggers that branch. End users cannot see this.
10. Configure Question Set: Text Question 2 (without guidance)
11. Configure Question Set: Multi Select Question 2 (without guidance)
Option B: Create a Copy of the iQ Template
1. Go to Settings > Templates > iQ Templates.
2. If you already have templates that you have created, we would first suggest making a copy of the template by selecting the Cog and then Copy.
3. Once you have made this copy, or if the template you wish to change is already a Draft version, you will want to select the Cog again and then Edit Template.
4. In the next window, you will want to select the Edit button, then you can set the language you wish to view the template in. You will also need to manually translate the Template Name and any Captions you have set for the Template.
5. Click Save and Close.
6. You will then need to manually update the Question Set Captions in order to be able to view them in the set language for this template.
-
To do this, go to the Cog at the top of the Edit page and select Configure Question Set.
-
Select the Section you wish to translate and manually translate the Section Name or Question Caption. If there is any Guidance under the Section or Question, this will also need to be manually translated.
- Once this is done, select the Cog at the top of the page again and select Template List.
- Once this is done, to publish the template you have just edited or created, select the Cog and then Confirm Version.
iQ Template Resources
Configure IQ Template (Advanced) https://knowledgebase.sheassure.net/hc/en-gb/articles/360008273020-Configure-IQ-Template-Advanced
IQ Template – Enhancements https://knowledgebase.sheassure.net/hc/en-gb/articles/360008273020-Configure-IQ-Template-Advanced
3. Captions, Guidance, and Picklists
Captions and Guidance
1. To translate these, first go to Settings > System Configuration > Module Setup.
2. On the Module you wish to translate the captions on, select the Cog and then Captions.
3. This will bring up any custom captions you have within the system.
4. To add in a custom language translation, select New Record.
5. Change the Language, select the Property Name you wish to change, and add in the translated caption and any translated guidance you wish to see.
6. Click Save and Close.
Picklists
1. To do this, go to Settings > System Configuration > Picklist Data Dictionary.
2. On the Dictionary you wish to add translated captions, select the Cog and then Manage.
3. Select the Cog next to the option you wish to translate and then Edit.
4. Under Translations, select Add.
5. Select the Language and add in your Translation.
6. Click Save and Close.
AI Metadata
- Product Area: Evotix Assure -- Multilingual Configuration, Portal, AssureGO+, iQ Templates, Module Setup, Picklist Data Dictionary, Organisational Configuration
- User Role: All Assure users (to change personal language preference); System Administrator (to configure multi-language for Questionnaires, iQ Templates, Captions, and Picklists)
- Tags: Multilingual, language settings, Assure languages, user preferences, My Preferences, AssureGO+ Questionnaire translation, iQ Template translation, Export with Translations, IQT file, CSV translation, column E, Caption Maintenance, Picklist Data Dictionary, Module Setup, Captions and Guidance translation, picklist response translation, section heading translation, question text translation, branch condition translation
- Version/Region: All Assure versions; all regions
- Important Synonyms: Multilingual = multi-language = language support; My Preferences = user language settings; iQ Template = Intelligent Questionnaire Template, Question Set; Export with Translations = IQT export, CSV export; Translation CSV = CSV file (column E); IQT file = structural file; Caption Maintenance = Field Configuration; Picklist Data Dictionary = picklist translations; Organisational Configuration = Org Config; AssureGO+ = portal, mobile app; User Input Language = questionnaire language
- Suggested Embedding Keywords: Assure multilingual language settings, how to change language Assure, languages available Assure, translate iQ template, export with translations Assure, iQ template CSV column E translation, IQT CSV zip file, translate questionnaire Assure portal, translate captions Assure, translate picklist Assure, system administrator language settings, user language preference Assure, configure multilingual Assure, Picklist Data Dictionary translation, My Preferences language change, AssureGO+ language settings, iQ template section translation, iQ template picklist translation, do not edit IQT file, branch condition translation
- Relevant Modules: Assure Portal (AssureGO+/Portal Questionnaires), iQ Templates, Module Setup (Caption Maintenance), Picklist Data Dictionary, Organisational Configuration (User Management)
- Cross-Module Implications: This is a cross-module article. Multilingual configuration spans four distinct areas: (1) Portal/AssureGO+ Questionnaires (configured in Settings > Portal > Questionnaire); (2) iQ Templates (configured in Settings > Templates > iQ Templates, using Export with Translations or Copy method); (3) Captions and Guidance (configured in Settings > System Configuration > Module Setup > Captions); (4) Picklists (configured in Settings > System Configuration > Picklist Data Dictionary). Each area requires independent translation configuration. Changes to user-level language preferences are managed in Settings > Organisational Configuration > Users or by individual users via My Preferences.