Survey tab

In the Survey tab, you can create a survey which can be given to users on completion of the learning plan. A survey can be used to assess how much the user has learned or to gather feedback to help improve the quality of future learning plans.

This section includes the following:

Creating a survey

To create a survey:

1. Click the Survey tab.

   

2. Click Create survey.
   The Unnamed survey screen appears.

   

3. On the Unnamed survey screen, in the Enter survey title here (Required) field, enter a survey title and press Enter or click outside the field.
   The Add questions to your survey area is available.

4. [Optional] If you want to divide the survey into sections, you can enter a section name for this section of the survey. To enter a section name, click Section name (optional) and type a name.
   You can divide surveys into sections by category or theme for organisational purposes. For example, in the survey below, the first section is called "Rate this learning plan".

   

5. In the Enter question here field, enter a survey question.

   

6. In the Answer type dropdown, select one of the following answer types:

   • Single answer: User selects one answer from a selection of available answers

   • Multiple answers: User selects one or more answers from a selection of available answers

   • Scale: User selects a number from a scale

   • Free text: User enters their own text

7. If you want the question to be optional, click the toggle to turn off Required.
   By default, Required is turned on for all questions.

8. Depending on the Answer type selected, configure your answers as follows:
   This step is not required for the Free text answer type.

   • For Single answer and Multiple answers answer types:

     1. In the Answers field, enter an answer.

     2. To add another answer, click Add another answer.
        An empty answer field appears.

     3. In the empty answer field, enter another answer.

     4. If necessary, add one or more other answers.

   • For Scale answer type:

     1. In the Answer dropdown, select a scale length of 1-5 or 1-10.

     2. If necessary, in the left Label (optional) field, enter a label for the first number on the scale. For example, in a 1-5 scale, the label for 1 could be "Not very useful".

     3. If necessary, in the right Label (optional) field, enter a label for the last number on the scale. For example, in a 1-5 scale, the label for 5 could be "Extremely useful".

        

9. To add another question to this section:

   1. Click Add another question.
      New question configurations appear.

   2. Configure the new question as necessary and click Add another question to add more questions.

   3. If necessary, you can reorganise the questions using the following settings:

      • Move question down: Click to move the question down one level below the next question.
        

        

      • Move question up: Click to move the question up one level above the previous question.
        

        

      • Remove: Click to delete the question.
        

        

        
        Deleting questions also removes any associated links. For more information, see the step below.

10. For Single answer and Scale answer types, you can configure what happens when users select specific answers or numbers of a scale. For example, you can configure one answer to point to the next question, another answer to skip a question, and another answer to point to the end of the section.
    This configuration is not available for Multiple answers and Free text answer types.

    • To link an answer from a Single answer answer type, click the Link to dropdown to the right of the answer and select one of the following options:

      • Next question: Directs the user to the next available question. If another question is not available, the assessment ends.

      • Question [#]: Directs the user to the designated question number.

      • End of section: Directs the user to the end of the section. If another section is not available, the assessment ends.
        

        

    • To link an answer from a Scale answer type:

      1. Click Show links to answers.
         The Answers and Link to columns appear.
         The numbers in the Answers column correspond to the numbers of the scale. The image below displays a 1-5 scale.
         

         

      2. Click the Link to dropdown to the right of the answer and select one of the following options:

         • Next question: Directs the user to the next available question. If another question is not available, the assessment ends.

         • Question [#]: Directs the user to the designated question number.

         • End of section: Directs the user to the end of the section. If another section is not available, the assessment ends.

11. If you want to divide the survey questions into sections by category or theme:

    1. At the bottom of the page, click Add new section (optional).
       A new section appears.

    2. If you want to give the section a name, click Section name (optional) and type a name.

    3. Click Add question.
       New question configurations appear.

    4. Configure the new question as necessary and click Add another question to add one or more questions.

12. On the top-right of the screen, click Next.
    A user permissions page appears.

Configuring permission options for the survey

You can configure permissions options relating to visibility, attempts, privacy, and access.  

Visibility

Enter custom text for the following: 

Attempts

The following options allow you to specify how many times a user can take the survey:

Privacy

The following options allow you to determine whether or not a user is anonymous: 

User Access

The following options allow you to grant access to the survey:

Option	Description
All users have access	All users assigned as managers on the company instance can access the survey. This option is enabled by default.
Manually add users	Only selected users can access the survey. To manually select user(s): Click Manually add users. Under Add users, click Select users. The Manually add users window appears. In the Add user(s) name here field, start typing the name of a user. A dropdown appears. From the dropdown, select a user. [Optional] Select more users as necessary. Click Add. The selected user(s) appear on the Added users table.
Assign by role	Only specific user types can access the survey. To specify the user types able to access the survey: Click Assign by role. Click Add filter. The Select filter dropdown appears. Click the Select filter dropdown and select a filter. The following filters are available: Any custom profile fields with assigned custom profile options (if previously configured) Community Name A new field appears. Click the new field. Custom profile options assigned to the filter appear. For example, the image below displays the custom profile options assigned to the Location filter. Select one or more custom profile options. You can create a new custom profile option by typing a value in the new field. The selected custom profile option(s) appear in the empty field. [Optional] Click Add another to add more filters as necessary. In the image below, filters are created to ensure that only users in London belonging to the Support or Internal communities can access the survey.

Restrict Access

The following options allow you to restrict user access to the survey:

Option	Description
No restrictions	All users assigned as managers on the company instance can access the survey. This option is enabled by default.
Manually restrict users	All users assigned as managers, except for those selected, can access the survey. To manually restrict users: Click Manually restrict users. Under Add users, click Select users. The Manually add users window appears. In the Add user(s) name here field, start typing the name of a user. A dropdown appears. From the dropdown, select a user. [Optional] Select more users as necessary. Click Add. The selected user(s) appear on the Added users table.

Introduction message to the user

You can customise the introductory message that is displayed to users before taking the survey.

In the Introduction message to the user field, enter the message displayed to the user before starting the survey.

Upon completion message

You can customise the completion message that is displayed when users complete the survey. 

To enter the Upon completion message: 

1. In the Upon completion message field, enter the message that is displayed users when they complete the survey.
   

   

   
   

2. On the top-right of the screen, click Save to save all of the above survey configurations. 
   

Once the user reaches 100% completion, a button and call to action appears at the top of the learning plan homepage, prompting the user to take the survey.