How to create a Survey

Accessing Surveys #

Navigate to Survey,

Select the Plus icon from the top right,

Fill Out Survey Details #

Fill out the Survey Summary,

Fill out the Survey Details, Select a Type and Status for the Survey,

Assign a User who can Respond to this Survey and a Manager to oversee the Responses,

Selecting a Questionnaire #

Select the Questionnaire to use for this Survey (You can search if there are lots of Questionnaires)

Issuing a Survey #

Select how to Issue the Survey,

Immediately: Allows for the Survey to be Responded to Immediately and isn’t on a set schedule (Isn’t automatically re-issued)

Scheduled: Allows for the Survey to be Scheduled for a Response, and can be set up to Automatically Re-Issue

For Survey Scheduling please see: Scheduling a Survey

Saving a Survey #

When finished, remember to Save at the top right.