Creating a Survey:

Navigate to Policy on the menu.

Navigate to Survey Creation.

• Upon entering the Survey Creation section, the Survey Creation tool will open. This tool is organised into several tabs, each designed to guide you through the different stages of creating a survey.

  Survey Tab

• In the Survey Tab, start by entering the Name of your survey, which should clearly reflect its purpose. Additionally, provide a detailed Description to give users context about the survey's content and objectives.
• If you want to link this survey directly to a policy, make sure to check the box labelled Create as Attached Survey. This attachment will tie the survey to a specific policy document.
• You must then decide whether the survey is Mandatory or Optional. It is important to note that this setting cannot be altered once the survey has been published. Selecting Mandatory means that users will be required to complete the survey as part of accepting the policy. 
  ⚠️ Note: This decision is final post-publication. Choose Mandatory if survey completion is essential for policy acceptance.
• You will also need to specify the Survey Type Classification. The available options are Opinion, which gathers user feedback; Test, designed to assess knowledge or comprehension; or Register, used for recording information.

• If you select the Test option, you are required to set a Pass Mark. This threshold defines the minimum score a user must achieve to pass the test.

  Add Questions Tab

• Move on to the Add Questions Tab where you will choose the Question Type for each question you wish to include in your survey. This could be multiple choice, text response, or other formats supported by the tool.
• For questions that are Multiple Choice, you have the option to select Single Correct Answer if the question is designed to have only one correct response. This is particularly useful for test-type surveys.
• Proceed to add your questions along with the possible answers. Ensure that the questions are clear and the answers are accurate and comprehensive.
• Please note that if you have checked Create as Attached Survey, no additional tabs will appear for further configuration, as the survey is linked directly to a policy.

• However, if you are creating a standalone survey, additional tabs will become available for you to complete the setup process.

  Response Options Tab

• Within the Response Options Tab, you can add buttons that allow users to either Refuse to Take the survey or Request Exemption. These options provide flexibility for users who may not be able or willing to complete the survey.

  Target Tab

• In the Target Tab, specify which users or groups should receive the survey. This allows you to direct the survey to the appropriate audience within your organisation.

  Email Tab

• Use the Email Tab to customise the email alert that will notify users about the survey. You can tailor the message content to ensure clarity and encourage participation.

• You have the option to choose when the email notifications are sent. You can either select Send Now to dispatch the emails immediately or Send Later to schedule the notifications for a future time. 
  If you opt for Send Later, you will need to publish the survey later through the path Policy →Policies → Survey.

   

• Once you have completed all the necessary steps and configurations, finalise the process by clicking the Publish button. This action will send the survey to the users or groups you have targeted, initiating the survey distribution.