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Surveys

Create Surveys

This is the place where you will set the template of your Survey

Step 1Click on “Content”, which is the second tab on the Dashboard.
Step 2Select the “Survey” tab. From this tab you can you can create a new Survey in minutes by compiling various chapters.
Step 3Click on “Add New” once.
Step 4From this window you can create and configure various properties for a particular Survey. Additionally, you can bypass first 3 steps to directly reach this window by clicking on “Survey” in the “Create” row on the Dashboard.
Step 5Once you are on this window, you will need to enter the name of the survey and hit “Continue” to proceed to the next screen. In a scenario wherein you would want to build on an existing Survey you can use the “Copy an existing Survey”, option or you can also do the same using the copy option under “Actions” column on the Survey listing screen.

Edit Survey Properties

Step 6On the Survey configuration screen you need to enter/set data in all the mandatory fields like Name, Objective, Introduction, Build Survey, Periodicity, Time zone, Closing Condition and finally Percentage value/End Date.
Step 7The “Name” field will allow you to set the name of the survey. in the “Objective” section, you can key-in the goal of the survey; this will essentially help the users understand the purpose.
Step 8Furthermore, if you want the users to have some context or to go through some reading material before the survey questionnaire, then you can use the “Content Type” option to upload a relevant file for the users reference.
Step 9The next field “Introduction” can be used create a brief statement or account of the main points of the Survey for the users.
Step 10In “Build Survey” section, you will have an option to create the actual survey questionnaire. Using this section you can either create new questions or add existing questions by clicking on “Add New” or “Search & Add” options respectively. “Add New” will allow you to create 10 type of questions by the means of the drop down. Multiple Choice Single Answer (allows users to choose only one answer), Multiple Choice Multiple Answer (allows users to choose multiple answers), Rating (allows users to rate a few areas using various rating options), Short (allows users to key-in alphanumeric characters with a word limit), Descriptive (allows the users to key-in alphanumeric characters without any word limit), Multiple Choice Single Answer Image (allows users to choose only one image option from four options), Multiple Choice Multiple Answer Image (allows users to choose multiple image answers), External Query (allows you to host the data in the cloud using “Manage Master” option and then pull the data from the file – it is normally used in processes wherein based on selection of question automatically all other questions need to be auto populated), Internal Query (by default in MCQ questions you can only have 20 options, if your requirement is more than 20 options then this type of question will allow you to create a drop down question with unlimited options based on Users, Roles, Functions, Cities, Stores or Resources coverages) and Net Promoter Score @ Wooqer (allows you to create questions based on Smiley Rating scale, usually used in Customer feedback use case).
Step 11When you click on “Add New” option, apart from selecting the type of question, from this dialog box you can also choose to make the questions “Mandatory”, attach a reference Image.
Step 12Furthermore, in “Advanced Options”, you can “Allow Comments”, change the label of comments section to anything and also add text validation, if need be.
Step 13Lastly, as soon as you have configured all the properties of a Survey on this window as per your requirement, to save them, you need to click on “Save” button.
Step 14While creating a question if you want to share a reference link for something that you either typed or attached, you can key in the link in the “Reference Link” option. Once it is enabled, users from the front end can click on the link and it will redirect them to the website.
Step 15“Add another” is a functionality that once checked will allow you to create more questions within the same dialog box instead of clicking on “Add New” every time you are trying to create a new question. Essentially, this will be useful in scenarios wherein the questions have similar properties (Question type and Comments etc.) and you will end up saving some time because these properties will remain unchanged.
Step 16“Search & Add” option will allow you to add questions from the system itself which have been created earlier, however; the range and variety of questions in the question bank will be limited to only surveys. Once you click o this option it will open a survey question bank from where you can choose and add questions instantly. The properties of the questions added will remain unchanged though.
Step 17Incase you have made an error while creating questions in a survey, you can delete or modify questions by using “Modify” and “Delete” icon.
Step 18While creating questions; if you have created them in a wrong chronological order, you can use “Arrow Up & Down” options to reorder them.
Step 19Lastly, as soon as you have configured all the properties of a Survey on this window as per your requirement, to save them, you need to click on “Save” button.

Assign and Share Surveys

Step 21The next step towards effective functioning of a Survey is selecting your audience for assignment and sharing. Assignment means that the users will be able to see the Survey content on the Home screen or inside Know icon on mobile app and can consume the same, whereas sharing will allow users to see the report for their respective submissions. This can be achieved using a few filters like All, Store, City, Role, User and Resource. To assign & share you will have to click on the “Person icon” which is on the Survey listing screen, stationed just below “Search filed” under Assign/Share column.
Step 22Leveraging the above filters, you can assign and share the Survey to the all the users in one go with the “All” filter enabled. Similarly, you can use “Store, City and Role” filters to assign to all users belonging to a particular Store, City or a Role. To assign the Survey to the users individually, you need to use the “User” filter. The next thing that you need to do after hitting the filter is to search through the users name under “User” column or use the “Search” field to search for the user in question. Then from the “Actions” column, click on “Assign” icon to assign the Survey to the users. Finally, if you have already created a resource or group of people/teams and you want to assign the Survey to them; you can use the “Resource” filter to search for such groups and assign it to such groups instantly.
Step 23You can also invite other users as guests to view progress reports on your Surveys for a selected set of assigned users. To do so, click on number under “Share for” column to select users for whom reports are to be shared for. You can always withdraw the sharing privileges. On the same window you also have an option to Auto-Share the reports by using “Auto-Share” icon. Once you click on this icon, the first option will allow you to “Share the Survey reports for all users with themselves” and the second option will allow you to “Share the reports with different level(s) of managers of all assignees. Using the latter option you can configure the levels as per your requirement.
Step 24If at any point in time the need for unassigment arises, you can do so by clicking on Assignees count under “Details” column. From this window using various filters like All, Store, City, Role, User and Resource; select the user/user groups and click unassign against the user/user group. Affected users shall not be notified and user reports shall stay stored for future reference.
Step 25To edit or copy a Survey; you can click on the respective icons stationed under Actions column on the Survey listing screen.
Step 26Furthermore, from the 3 ellipsis drop down option you can “Set Scope”, Conduct a “Handover” and “Delete” the Survey. Setting a scope will essentially allow you to choose a period for which a particular Survey is available, you can set configure it for hours and even for days.
Step 27Finally, once Create, Configure, Assign/Share steps are completed you can click on “Activate” under “State” column, to activate the Survey. At any point if you want to modify anything in a Survey, you can only do so by deactivating the Survey and then click on the “Edit icon” which is stationed next to “Copy” icon – which will only be visible once the Survey is in inactive state.
Step 28Alternatively, right at the offset of creating a new Survey, you can also use this “Copy” icon to copy an existing Survey and build on it. Once you click on this icon, you will see an option to choose a different name for the about to be copied Survey. As soon as you enter the name of the new Survey you need to click on “Continue”, instantly, the system will copy all the Survey properties and all the questions related to that chapters if there are any associated with the chapters. To modify certain individual chapter properties you can follow the same steps as discussed above. Please bear in mind though, that whatever changes you make in the existing questions in a chapter, will also reflect in the original Survey that the respective chapter is part of.
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