Difference between revisions of "Process:Create new survey"

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* cross - delete question
 
* cross - delete question
  
After completing the fields, save the record. It will appears on the list view. In the list view  user can see the details of the survey
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After completing the fields, save the record. It will appears on the list view. In the list view  user can see the details of the survey. if the user wants to see the details of the survey, it is enough to click on the record from the list view.
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2. Detail view of created survey
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2. Detail
 
 
{{Process-links}}
 
{{Process-links}}

Revision as of 12:13, 19 March 2021

Info
Process Name Create New Survey
Process Type ⧼ev-Business Process⧽
Related Processes
Related Modules Surveys, Survey Question Options, Survey Question Responses, Survey Questions, Survey Responses
Create New Survey

Short Description

Process of creating a new survey.


Description

The system offers a module thanks to which the user can create surveys and present in tabular and graphical form responses to survey questions.

To create new survey you have to go to the module Surveys and click Create Survaysbutton .

1. To create an survey you have to go to the module Surveys and click Create Surveys button.

Fields in the create Surveys view:

  • Name- determine a name of Survey. This field is required.
  • Assignet to- user whom the survey is assigned to.
  • Status- in this field, the user sets the status to generate a URL link to the survey. If the status is Draft or Closed, the link will not be available. If the status is Active, the link to the survey will be provided in the URL field.
  • Description- provide a description of an survey.
  • Questions- a field in which the user enters the content of the survey questions and sets the question type. More about question options.
  • Submit Text- the field in which the user enters the text displayed on the survey approval button.
  • Satisfied Text- the field where the value of the choice option used in the "Matrix" question type is entered.
  • Neither Text- the field where the value of the choice option used in the "Matrix" question type is entered.
  • Dissatisfied Text- the field where the value of the choice option used in the "Matrix" question type is entered.


To create a survey user click button "New Question" and enters the text in the "Questions" field and sets the type. The user can choose from several types of questions. Some types require additional options, then to add option used botton "Add option" . Three buttons will appear next to the question you created:

  • up arrow - move the question one up
  • down arrow - move the question one down
  • cross - delete question

After completing the fields, save the record. It will appears on the list view. In the list view user can see the details of the survey. if the user wants to see the details of the survey, it is enough to click on the record from the list view.

2. Detail view of created survey



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