Survey Template - Create

To create a survey template, go to Content > Surveys. Click the Create New Survey Template link. To create and manage surveys, administrators must have the appropriate permission and a content license. See Manage Licenses.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Survey Administrator Grants ability to create and edit survey templates and launch survey tasks. This is an administrator permission. A content license is needed in addition to this permission in order to allow administrators to create and manage surveys. Learning - Administration

Enter the following information:

  1. Survey Name - enter name of survey
  2. Language - select language from drop-down if applicable
  3. Click Add Section icon to add a survey section. Each section is considered a page break on the survey and at least one section is required.
    1. Section Title - enter title for section
    2. Section Directions - enter directions for section
    3. Click Done
  4. Click Add Question to add survey questions to each section. Any new questions added using the add question icon will append to that specific section of the survey.
    1. Search for question by name or category
    2. Add - click to add individual Question or click Add All Questions link to add all questions from search results
    3. View - to preview question
    4. Click Done
    5. Edit - click to edit a question. Note: Editing a question changes that question in all surveys the question has been used. Best Practice is to make changes to the grammar or correct errors but not change the meaning or the structure of the question.
    6. Delete - click to remove a question from a section
  5. Order - enter number to order how questions are visible to user
  6. Response Required - check box to require a response for any question. If checked user can not submit survey until question is answered.
  7. Preview icon - to preview an question
  8. Edit Section Icon - to edit the section.
  9. Edit Question - to edit a question. Note: Editing a question changes that question in all surveys the question has been used. Best Practice is to make changes to the grammar or correct errors but not change the meaning or the structure of the question.
  10. Delete Icon - to delete an existing question
  11. Click Submit

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