1.Navigate to the Library or Calendar page.

2.Click the three dot Options menu, and then select Surveys.

3.Click Add a new record .

4.On the Detail tab, complete the Name field.

5.Select a Status.

•Select Draft while creating and editing a Survey.

•Select Published when you are ready to allow users access to the Survey.

•Use Inactive to stop distribution and use of a Survey. We suggest that you mark a Survey as Inactive rather than deleting a Survey.

6.Enter a Description for the Survey.

In addition to a brief overview describing the purpose for the Survey, use the Description field to provide any specific instructions to users with regard to the Survey. All Description text will display as one paragraph to the user.

7.OPTIONAL:

•Click the Media Upload icon to the right of the Description field to add your logo or other branding to the Survey.

Acceptable file types include:  .jpg or .png.

•Click the Remove Media icon to delete attached media.

8.Click the Display Mode arrow to select how the Survey should display to the user: 

•One Page,

•One page per Section (most commonly used), or

•One Page per Question.

9.Selecting the Show Navigation Panel check box allows the editor and/or user to jump between Sections and/or Questions when editing or participating in a Survey.

Select the desired Answer Position by clicking the arrow. Options include:

•1 Column

•2 Columns

•3 Columns

•Horizontal

Set up the default Fonts, Alignment, and Color.

10.Click .

Surveys must have a minimum of one Section; however, you can create as many Sections as needed. Use Sections to organize and group Questions. Examples might include:  Sections and Questions relating to the facility, instructor, and/or Course content.

After creating a Survey, setting the Defaults, and completing the top portion of the Editor tab, add Sections in the Add Survey page by:

1.Under the Sections heading on the left, click Add Section .

2.In the Detail panel on the right:

a.Enter the Section Title.

b.Enter the Description for the Section, including any special instructions for the Section.

Example:  For this Section, use a scale of 1 to 5, where 1 is Very Poor, and 5 is Excellent.

c.Click the arrow under Question Selection Mode and select either All or Random Selection.

If Random Selection is chosen, an additional option will display for you to enter the Total Number of Questions [that will be] Displayed to the User.

d.OPTIONAL:  Click the Select a file to upload icon to insert a media file (graphic) for the Section.

Acceptable file types include: .jpg or .png.

3.Click .

4.Repeat steps 1 and 2 for each Section to be created.

5.When finished, click .

Questions and Answers give you an opportunity to ask users about their experience and provide feedback.

1.Once a Section has been created, click Add Question under the appropriate Section.

2.In the Detail panel on the right, there are two tabs:  Info and Design. On the Info tab:

a.In the Question box, enter the Question text, including any special instructions regarding the provided Answers.

b.In the Answer box, enter each Answer on a separate line.

c.Click the Question Type arrow, and then select either:

•Free Text – the user can type their answer.

•Single Choice – the user can select only one (1) answer.

Example:  Question – Please rate the room temperature.

Answers – Too Cold, Comfortable, Too Warm

•Multiple Choice – the user can select more than one (1) answer.

Example:  Question – Were food and beverages provided?

Answers – Beverages, Food, Neither

•Yes/No

d.OPTIONAL:  Select the Is Required check box to require a response.

e.OPTIONAL:  If the selected Question Type is either Single or Multiple Choice, select the Include Other option to allow users to submit an additional answer.

f.OPTIONAL:  Click the Select a file to Upload icon to insert a media file (graphic) for the Question.

Acceptable file types include:  .jpg or .png.

3.Click .

4.Repeat steps 1 through 3 for each Question to be created.

5.When finished, click .

6.Click to close the Edit Question panel.

7.At this point, you can:

•Continue to edit the Survey Sections, Questions, and Answers (see Managing Sections, Questions, and Answers).

•Preview the Survey.

•Publish the Survey.

•Click to save the Survey.

•Click to close the Survey and return to the Surveys page.

On the Editor tab, under Sections, use these buttons to:

Drag the text (not the icon) of the Section or Question Name to change the order.

Use the Preview tab to see how the Sections, Questions, and Answers will display to users. The Survey must first be open (after clicking Add new record or Edit record from the Surveys page). Selecting the Show Navigation Panel check box is especially useful while the Survey is in Draft status.

1.Click the Preview tab.

2.To review the Survey contents:

a.OPTIONAL:  Click the Section in the Navigation Panel (if visible) to select and review the Questions and Answers in the Section.

b.Click the available navigation buttons (i.e., Bottom, Next, Previous, Top) to display each Question/Answer.

3.When finished with the Preview, close the browser tab displaying the Preview.

Surveys must have a Status of Published before they can be assigned to a Course or scheduled Event.

1.From the list of Surveys, select a Survey, and then click Edit record .

2.Click the Status drop-down arrow, and then select Published.

3.Click .

When ready, you can assign the Survey to a Course or scheduled Event.

Instead of deleting a Survey when it is no longer needed, we suggest that the Status be set to Inactive. We do NOT recommend deleting a Survey once end-user responses have been submitted.

1.From the list of Surveys, select a Survey, and then click Edit record .

2.Click the Status drop-down arrow, and then select Inactive.

3.Click .

The Survey will no longer display in the Survey list on the Detail tab in the Course/Event Details.

Once a Survey has been published, it must be assigned to a Course or scheduled Event to be accessed and completed by a user.

1.Navigate to the Library.

2.Locate and select the Course.

3.Select the Course card, and then click the Edit record icon.

4.On the Detail tab, click the Survey arrow.

5.Select the Survey.

6.Click .

Assigning a Survey to a Course will automatically send email notifications to any attendee that has History status of Finished, Passed, or Completed.

Once a Survey has been published, it must be assigned to a Course or scheduled Event to be accessed and completed by a user.

1.Navigate to the Calendar.

2.Locate and select the Event.

3.On the Detail tab, click the Survey arrow.

If the Course has an assigned Survey in the Library, the Survey field will automatically be populated with the same Survey by default. You may select a different Survey, if required.

4.Select the Survey.

5.Click .

Assigning a Survey to an Event will automatically send email notifications to any attendee that has History status of Finished.

When a Survey is attached to a Course, an email message is automatically sent to all attendees whose attendance is marked as Completed (or Finished for eLearning Courses or Assessments). The Assignment of a Survey Email Template is listed in the Email Templates (Communication > Email Templates), if you would like to make edits. Users will receive an email message with a link to the Survey. Additionally, the Survey card will be available on the Home Dashboard.

To view the Survey results or responses, use the Survey Summary Report. To run the Survey Summary Report:

1.Navigate to Run a Report.

2.Select the Survey Summary Report.

3.Click the Survey Name arrow and select the appropriate Survey.

4.OPTIONAL:  Select the Include inactive items check box, if appropriate.

This allows you to report on Surveys with a status of Inactive.

5.Complete any additional fields to locate and filter the required Report details.

6.Click .

7.Click the Survey to display the responses.

8.To export the results, click on the Export to CSV  icon, and select either:  Survey Detail Report or Response Report.

To select items and/or Print the Survey results, right-click on the icon, and then select the appropriate options.