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How to Create a Survey

Log in to the MyCompliance Platform and toggle from End User View to Admin View

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  • Navigate to Policy>Survey Creation:

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  • The Survey creation tool will open with several tabs to complete. 

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Under the 'Survey' tab:

  • Enter the Name and Description of your Survey. 
  • Select Create as Attached Survey if you would like to attach to a Policy. 
  • Select Mandatory/Optional. (Note: This cannot be amended after publication. If you would like to test User understanding of a policy, ensure you have selected Mandatory as this will prevent the user from accepting your Policy without completing the Survey and achieving the desired pass mark.) 
  • Select the Survey Type Classification - 'Opinion', 'Test' or 'Register'.
  • If you have selected Test, enter the required pass mark.

Under the 'Add Questions' tab: 

  • Select the Question Type. (Under 'Multiple Choice', remember to select Single Correct Answer if applicable. 
  • Add the desired number of questions and answers.

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  • No further tabs will populate if you have selected the 'Create as Attached Survey' checkbox. 

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  • If you are publishing a standalone Survey, you will have further tabs to complete:

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  • Clicking the 'Response Options' tab will give you the option to present your users with additional buttons to either 'Refuse to Take' or 'Request Exemption' from the Survey. 

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  • Under the 'Target' Tab, you can target the desired users or groups with the content:

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  • Under the 'Email' tab, customise the email alert sent to users notifying them that a Survey is awaiting their response. 

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  • You have the option to 'Send Now' or 'Send Later'. If you choose 'Send Later', the Survey will be available for publication via Policy>Policies In Progress>Survey.
  • When you have completed your Survey, click Publish. Your Survey will now be delivered to all targeted users for completion.