Surveys

The Surveys admin screen allows admins to create a new survey or edit existing surveys. Admins can access the Surveys admin screen from the following locations:

Admin Panel: Create or edit a survey.
Learning plan editor Survey tab tab: Create and edit a survey in an existing learning plan.

Surveys admin screen

The following settings are available on the Surveys admin screen.

Setting	Description
Search for survey	Enter the name of a survey to filter displayed surveys.
Create a new survey	Click to create a new survey. For more information, see Creating a survey.
Hide published (#) / Show published (#)	Click Hide published (#) to hide all published surveys. Click Show published (#) to display all published surveys.
Hide draft (#) / Show draft (#)	Click Hide draft (#) to hide all draft surveys. Click Show draft (#) to display all draft surveys.
Hide archived (#) / Show archived (#)	Click Hide archived (#) to hide all archived surveys. Click Show archived (#) to display all archived surveys.

Settings for published surveys

The following settings are available for each published survey.

Setting	Description
Questions	Indicates how many questions are in the survey. For example, if there are 3 questions in the survey, 3 is displayed:
Times taken	This is the number of times a survey has been accessed, including by users that have started the survey but have not yet completed it.
Share	Share the survey with all users who have access, all users who have not completed the survey, and specific available recipients To share a survey: Click Share. The Share popup appears. Select one of the following options: All users with access: Shares the survey with all users selected in the User access section of the Access screen. All users who have not replied: Shares the survey with all users selected in the User access section, who have not completed the survey. Specific available recipients: Select one or more specific users you have given access to in the User access section. If you have selected Specific available Users,in the Add user(s) name herefield, enter the name of one or more users. If necessary, in the Add a personal message (optional) field, enter a message to be sent to users with the event notification they will receive. The notification each user receives depends on their individual notification settings To share the survey, click Share. The survey is shared.
Copy to clipboard	Click to copy the survey's URL to the clipboard.
Report	Generate CSV reports containing user information for the survey. For information, see Creating a report for a survey.
Make copy	Make a copy of the survey. To make a copy of the survey: Click the make copy icon. The copy survey popup appears. If necessary, in the Please write title for survey copy field, edit the survey title. Click Confirm. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings. Click Show draft (#) to view draft surveys.
Archive	Archive a survey that is not currently in use. Click to add the survey to the archived surveys list. To unarchive a survey, in the archived surveys list, click the corresponding Unarchive button.
Access	Edit the access permission settings for the published survey.
Activate	Activate the survey. Important: After a survey has been published, you must manually activate the survey by clicking the toggle.

Settings for draft surveys

The following settings are available for each draft survey.

Setting	Description
Edit	Click to edit the survey details such as name, description, and questions. For more information, see Creating a survey.
Make copy	Make a copy of the survey. To make a copy of the survey: Click the make copy icon. The copy survey popup appears. If necessary, in the Please write title for survey copy field, edit the survey title. Click Confirm. The copy appears in the drafts list. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings. Click Show draft (#) to view draft surveys.
Archive	Archive a survey that is not currently in use. Click to add the survey to the archived surveys list.
Access	Edit permissions settings for the published survey.
Delete	Delete a draft survey. To delete a draft survey: Click the Delete icon. The Are you sure? popup appears. Click Delete. The survey is deleted.
Publish	Click to publish the survey.

Settings for archived surveys

The following settings are available for each archived survey.

Setting	Description
Report	Click to generate a CSV report containing user information for the survey. For information about how to create survey reports, see Creating a report for a survey.
Make a copy	Make a copy of the survey. To make a copy of the survey: Click the make a copy icon. The Copy survey popup appears. In the Please write title for survey copy field, enter a title for the copy. Click Confirm. The copy appears in the drafts list. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings. Click Show draft (#) to view draft surveys.
Delete	Delete a draft survey. To delete a draft survey: Click the Delete icon. The Are you sure? popup appears. Click Delete. The survey is deleted.
Unarchive	Click to unarchive the survey.