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Part 3: Add the Progress Trackers to the Outcome
Stage 2: Create the survey template
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Select Create in the top menu
Select More Options
Select Survey
You arrive on the Create Survey page
Give the survey a name
You must select a Department for the survey. Select the Public Impact department
There is the option to turn Verdicts on. By default it is set to Off. Only turn it on if you will be using the Verdict Calculation feature ( Turn on Verdicts )
As soon as you create a survey, you will see that there are several default questions that are automatically added to the survey.
To remove these default questions, click the Delete Question button in the top right corner of that question
If you do not need these questions in your survey you can remove them. If you later decide you want to reinsert these default questions, you can do .by clicking on Add to survey button
Now scroll to the bottom of the page and open the Advanced section
In the owner section, set the owner of the survey as your Organisation
In the privacy section, set the visibility to Organisation Colleagues only
Press save
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If you want some of your colleagues to be able to edit your Survey Template, set make sure the Owner is set as your Organisation. By default the owner of the survey is set as you individuallyyour Organisation. |
There is an Advanced section at the bottom of the page which is collapsed by default.
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Change the ownership of the survey (by default surveys are owned by the individual user who created them. This can be changed in the Advanced section)
Add a Survey Description that appears if you choose to add the survey to the Surveys Store
Add a box for Introductory Text that appears at the start of the survey when it is being completed
Add a formula that calculates a Verdict based on a person’s answers to the survey
Step 3. Create the fields
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The default setting for Multiple Choice questions in a survey is Single Choice. This means that when the survey is displayed for completion, the respondent can only select one Answer Choice.
If you want to enable each respondent to be able to select more than one Answer to the question, follow these steps: Set the type of multiple choice: Unlimited, Limited or Single
Step 6: Reorder the questions
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See the articles below to find out how to enable each of these extra features:
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