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How to Create a New Survey

Micah Ruth Angeles
Updated

HOW TO CREATE A NEW SURVEY

 

INTRODUCTION

The survey functionality is a great tool to use to help gather information.  

Some of the features included when creating a survey include: 

  1. They can be created so they are anonymous  or have it identifiable (user name will appear). 
  2. A survey from scratch, or you can copy an existing survey and make changes as required (i.e. delete/add questions). 
  3. Surveys can be sent with due dates to specific education groups, outside members of the facility (i.e. board members, family members) or they can be set ‘on demand’, meaning it will be available for an indefinite period. 
  4. Skip logic can be applied to questions.  If a certain question is answered, you can automatically have the next most applicable question come up for the user to complete.
  5. Trigger Survey functionality can be added. If a certain question is answered, you can automatically have the applicable survey come up for the user to complete.

To Create a New Survey:

  1. Click SURVEYS from the side menu bar.
  2. Click ADD NEW SURVEY

The survey page is displayed. The left side of the page has the menu bar open with the word survey highlighted. The middle of the page has 4 clickable tabs. The tabs are My Surveys, Open Surveys, Survey Library and Pending Publish. The top right of the page displays the Add New Survey clickable button.

  1. Type in the applicable details, which include:
  • Survey Title
  • Add the organization logo
  • Select the Category the Survey belongs in using the dropdown arrow
  • Type the instructions
  • Upload additional instructions (i.e PDF)
  • Using the radio dial you can choose to have the survey anonymous 
  1. Click save

The Add New Survey page is displayed with a subtitle of Survey Overview. Also displayed are the fields that are to be completed when adding a survey. The fields include Survey title, the option to upload a logo, copy an existing survey, and the option to add instructions or upload instructions. At the bottom is a slide button to make the survey anonymous. The save and cancel buttons are the bottom of the page.

  1. Click Add a Section Header
  2. Type in Section Header Title
  3. Click Save

The edit survey page is displayed. The survey name and Instructions are on the left side of the page. The edit button for the selected category is on the right side of the page. A clickable button titled add section is in the middle of the page. The save and cancel options are at the bottom of the page.

You have options to either add a question, import questions (from a word document).  You can also edit your section name, or delete it.

  1. Click on the applicable option

The edit survey page is displayed. The section labelled is displayed. The survey name, instructions and the section number are displayed on left side of the page. The right side of the page displays the category name, and the edit function. Highlighted in Orange are 4 clickable tabs. The tabs are add questions, import questions, delete section, edit section. The middle of the page has a clickable button labeled add section. The bottom of the page has 2 clickable buttons labeled save and cancel.

 

Question Type Options 

The answer options include: 

  • Check box (select all that apply)
  • Date
  • Date & Time
  • Radio Button 
  • Slider and Text 

 

If a trigger survey is required, select the applicable option and then you can create it, type in the survey title, or use the drop down arrow to search for the trigger audit.  

The add Edit Copy question is displayed. The questions are on the left, there is a checkbox option to select a trigger survey. The question type drop down is located at the top right. The letter x to delete questions is next to each question. The bottom right page has the required slide button option.





Additional options after you have added a question

Once you have added your question, you can:

  • Add additional questions
  • Add skip logic to the question (skip to the next applicable question)
  • Copy, Edit or Delete the question

 

The edit survey page is displayed. The section label is displayed. The survey name, instructions and the section number are displayed on left side of the page. A survey question is also displayed on the left side of the page. The right side of the page displays the category name, and the edit function. Highlighted in Orange are 4 clickable tabs. The tabs are add questions, import questions, delete section, edit section. The middle of the page has a clickable button labeled add section. The bottom of the page has 2 clickable buttons labeled save and cancel.

Click Save, once you have finished creating your survey.

Your survey will be saved into the Pending Publish Repository until you are ready to assign.

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