Add a SOLE Survey

Select Surveys from within Assessments and click the + Add Survey icon.

The General Tab will open automatically. This is where you will define Survey Settings.

Click the green Add Survey button on the bottom right of the screen.

The Survey Detail page will open. Use the Add Questions button or the Import Questions button to begin adding questions to the survey.

Surveys will show up on the main Surveys page. Surveys that are in draft mode will be grayed out, while closed surveys will be labeled as such. All other surveys are open and ready for users to take.

To edit, delete, or review information such as Access Reports, Activity Log, and Content Details, use the content action icons at the top right of the screen. Deleting a survey here will delete the entire survey, including questions and any responses.

Once questions have been added new buttons will become available for managing the survey. Some of the buttons displayed will depend on the status (Draft, Open, or Closed) of the survey.

If the Survey is still in draft mode, the following buttons will be available:

• Release This Survey: Release the survey to users when all settings are complete and all questions are added.

• Manage Questions: Edit survey sections and questions. You can edit which questions are in the survey and also edit the questions themselves.

• Import/Export Questions: Import questions from a text document directly into the survey or export those questions already in the survey to a text document.

• Preview Survey: Take the survey and review it before releasing it to users.

• Print Survey: Print the survey as a PDF. 

• Copy Survey: Create an exact copy of the survey. This is useful if you wish to re-create the survey or make changes but maintain the original survey. The survey must contain questions in order to create a copy.

Once the survey has been released, Survey submissions data, such as the number of completed surveys and the option to send a reminder to those how haven't taken the survey, will be available. For anonymous surveys, this data becomes available once there have been at least three submissions in order to protect the anonymity of submissions.Reminders cannot be sent within Protected or Public surveys.

Also, upon the release of the survey, the buttons will change according to the functions available:

• Close Survey: Close the survey so users can no longer take the survey but can review their submissions. Public survey links will lead to a “Closed Survey” page.

• View Questions: Lists the questions that are currently attached to the survey. You can no longer edit questions once the survey is released.

• Survey Reports: View statistical data about the users who have taken the survey such as:

  • Sorting results by Survey Question Stats.

  • Sorting results by Individual Survey Responses with the option to delete individual survey responses.

  • Sorting results by All Survey Responses with options to filter by question and answer and delete individual survey responses.

  • Sorting results by a specific date range.

  • Filtering results by Question and Answer

  • Comparing answers within a single question

  • Showing/Hiding a specified combination of Question results.

  • Bar, Column, Stacked Bar, Stacked Column, Pie, Line, and Area charts with optional data table for each question in the survey.

  • The option to export all survey results to a PDF file or an Excel file.

Once the survey has been closed the buttons available will change again:

• Reopen Survey: Reopens a closed survey and allows more users to take the survey. If the survey settings allow multiple attempts users may retake the survey.

Once a survey has been released or closed you can go back and change it back to draft mode and make changes. However, reverting back to draft mode will delete all existing survey submissions. You will be reminded of this upon making the change. If you want to maintain the survey results use the Copy Survey feature to re-use the same survey and generate new results.