Creating Surveys

Note: to create a Survey you need to be a member of the 'Survey Creator' administrative role.

To create a survey:

Select Application Menu. The menu appears with available applications.
Select Administration. The application displays at the landing page.
In the Left Navigation Area, select Surveys. The Surveys expand to display list.
Select Surveys. The existing Surveys display.
Select + NEW. The new Survey appears.
Type the name for the survey in the Name field.
Type the description for the survey in the Description field.
Select the checkbox for Show help text to enable an information icon that will show the survey description when clicked.
In the Application field, select the Pencil icon. The Select Application dialog appears.
Select the application you want and select OK.
Select +SECTION, +QUESTION, +BREAK and + as required. A section, break or an existing question appears on the survey canvas.

Questions can be added to the survey canvas either by creating a new question or adding an existing question from the library.

For information on what questions to use in the survey, see Question Types.

Open the survey you want to edit.
Select Survey Layout tab.
Select +QUESTION. The menu appears.
Select the type of question to add. The Question Properties dialogue appears.
Type the question in the Question field.
Type the description for the question in the Description field.
Complete the preferred settings. Note: The settings available in the Question Properties dialogue depend on the type of question chosen.
Select OK to save or Cancel to leave.
Select Save to save the survey.

To add a question from the Library:

Open the survey you want to edit.
Select Survey Layout tab.
Select the + icon. The Select dialogue appears.
Select the checkbox for the question you want to add. Note: Use the analyser to filter and find the question you want.
Select OK. The question appears at the bottom of the survey canvas.
Select Save to save the survey.