• To begin creating your survey, you first need to log in to the MyCompliance platform and toggle from End User View to Admin View. 

• Next, navigate to Policy > Survey Creation:

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

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.

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

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

• 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. 

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

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

• 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 and it will now be delivered to all targeted users for completion.