Create a story using a project's default survey from the Project Profile page
You can create a story using a project's default survey from the Project Profile page
One of the ways to create a story is to use the Complete A Survey page.
You can access the Complete A Survey page from several places.
This article explains how to access it from a project’s profile page.
Steps
Go to the Project Profile page of the project you want to use the survey within
In the cover section, press the Complete Survey button (sometimes it is called Add an update) (Blue arrow)
Press the Complete Survey button that appears in the cover section of the project page
A dropdown menu appears that lists each of the surveys that have been added to the project
The name of the project is at the top of the list and is already highlighted
Select the name of the project within the list
You arrive on the Complete A Survey page for the project’s default survey
A table is displayed for each question
This allows you to record a response for each person that is in your project
Use the filter at the top of the page to filter the list of contacts displayed according to which project state they are in; Waiting list, Enrolled, Alumni or Declined. (To see options beyond Enrolled, you must enable project states on your project)
Enter responses for each contact - it’s fine to leave some contacts blank
If you are using Manual Headcount and have set up preloaded categorisations, you will see those preloaded categorisations on this page
Press Submit once you reach the end
Related articles
https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1194065953/A+project%27s+default+survey