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Learning Objectives:
1. Recall how to create and edit survey details.
2. Explain how to customize survey questions.
3. Summarize how to review survey responses.
Video Transcript
Welcome to the Survey: Creating & Viewing Surveys overview. In this video we will demonstrate how to create surveys and review survey responses.
To get started, select Survey from the main menu. Here, you will see the Surveys List where you can add, edit, and archive surveys. Ensure the applicable user group permissions are enabled to administer surveys.
You can conduct an all-text keyword search of the surveys list using the search bar at the top of the page. You can also filter the surveys list by survey status.
To create a new survey, select New. Then, enter a Title for the survey. Next, enter a description of the survey. This description will be emailed to survey recipients along with a link to complete the survey.
After entering the Email Description, select an Expiration Date for the survey. Then, determine which user groups should receive the survey. You can review the names and emails of your recipients by selecting View Recipient List.
Next, enter the approximate amount of time it will take to complete the survey. Then, add a thank you message that will be shown to recipients after they complete the survey. If you wish to hide the results of the survey until the survey expiration date, check Hide result until over. To allow recipients to view the overall survey results, check Non-administrators can view results. Once completed, click Next.
You can now create your survey questions. Begin by selecting a question type, either Multiple Options or Comment Box. If you select Multiple Options, enter your question, and add a series of possible answers. Recipients can only select one answer to a multiple option question. If applicable, you can add a hyperlink or file to an answer option. To add additional answers, select Add. To remove an answer, select Delete.
Then, select Add Question to create the next question. If you select Comment Box, enter your question in the field provided. Recipients can then enter their own free-form response. Comment Box questions are mandatory, so we recommend instructing residents to enter NA if they do not have a response.
If you opted to share survey results with non-administrators, they will only see the recipient’s response, not their name or unit number. Continue this process until all your questions have been added. If you need to remove a question, select Delete Question. Once completed, click Next.
You will now see a summary of your survey details and a preview of your survey questions. To save the survey as a draft, select Save for Later. If the survey is ready to be sent, select Save and Publish. An email with the survey link will then been sent to the selected recipients.
To return to the surveys list, select Back to List. You will now see the new survey on the Surveys List. To make a survey inactive, select Delete. To revise a survey, select Edit. If the survey has already been published, a new email will be sent to recipients with the revised survey. To review a survey, including its results, select View.
From the survey details page, select the Responses tab. You will now see a summary of the survey results and a list of recipient comments. To view the results of a specific recipient, or print a copy of the survey results, use the reports feature. Viewing and customizing reports will be covered in-depth in subsequent training videos.
This concludes the Survey: Creating & Viewing Surveys overview. For more information on the Surveys feature, please refer to our user guides