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How to Edit a Survey

Micah Ruth Angeles
Updated

HOW TO EDIT A SURVEY

INTRODUCTION

Questions can ONLY be edited when the survey is Pending Publish, once a survey has been published, questions can no longer be edited after publication. Minor Changes can be made to a survey after the survey is published, from the Survey Library.

To Edit the Survey:

  1. Click SURVEYS from the side menu bar.
  2. Click Pending Publish.
  3. Click the checkboxes next to the survey name that will be edited. 
  4. Click the pencil icon to EDIT.

The survey page is displayed. The middle of the page has 3 clickable tabs. The tabs are My Surveys, Survey Library and Pending Publish. The Pending publish button is highlighted. The top right of the page displays the Add New Survey clickable button. The category label with the survey's is displayed. A checkbox next to the survey is highlighted. On the same line is a highlighted pencil icon, and trash bin.

The changes/edit’s that can be completed include: 

  • The title and instructions 
  • Changing the questions and options by overwriting the current text.
  • Delete or add options
  • Delete the question if it is not required in the current survey
  • Click ADD QUESTIONS to add more questions to your survey

The edit survey page is displayed. The The survey name, instructions and the section label are displayed on left side of the page. Two survey questions are also displayed on the left side of the page. The top right side of the page displays the category name, and the edit function. There are 4 Orange clickable tabs. The tabs are add questions, import questions, delete section, edit section. Next to each survey question are 5 blue clickable buttons. The 5 blue clickable buttons are add question, add skip logic, copy, edit and delete.

  1. Click Save to complete your changes. 

Survey Library Edits

Editing AFTER the survey is published. Edits after the initial survey is published will be saved, and the edit’s will be included for those who are taking the survey.  Reporting will include notes indicating if a question has been edited/deactivated etc. 

The edit options include:

  • Adding, Importing or Deactivating questions
  • Adding, Deleting or Editing a Section Name

To edit from the Survey Library

  1. Click on the survey name
  2. Click Edit from the top menu options

The main survey page is open. 3 tabs are below the main Survey title. The 3 tabs are titled My Surveys, Survey Library and Pending Publish. On the top right side are 3 clickable buttons, they are manage groups, pdf, add new survey. The active repository is displayed. The category displayed is Annual Survey, and the survey titled Amazing survey has a checkmark next to it. The four action buttons displayed are Assign, Inactivate, Edit and Retire.

  1. Click on the applicable option and complete your changes.
  2. Click Save 

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. There are 4 clickable Orange tabs. The tabs are add questions, import questions, delete section, edit section. Next to the questions are the clickable options to Add Question and Deactivate.

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