Manage your organisation's surveys

The Manage Organisation’s Surveys page allows you to manage your organisation’s survey templates and survey campaigns.

Definitions:

  • A survey template is the set of questions that go within a survey

  • A survey campaign is created whenever a survey template is added to a project

  • When you complete a survey or send a survey each survey response is saved as a story within the project that the survey has been added to

Steps

  1. Select My Apps in the top menu

  2. Scroll across until you see the Surveys button

  3. Select Surveys

  4. You arrive on the Manage Surveys page.

  5. In the Manage Surveys For dropdown list, select your organisation if it has not been preselected.

  6. The title of the page changes to show that you are in your organisation’s surveys library

  7. Choose between two views:

    • Grid view (the default view)

    • List view (the detailed view)

  8. Switch to List view

  9. Use the page numbers at the bottom of the page to find a particular survey

  10. Use the Display each project’s default survey form toggle to switch between seeing project default surveys or not

  11. The name of each survey is shown in blue. Click the survey to go to its survey template page.