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Structuring a survey

Gear icon that leads to the survey type configuration step, where the requirement settings are configured. Document icon with an addition symbol, that leads to the create survey step, where a new survey is initiated. Network diagram icon that leads to the structure survey step, where the survey is organized. Icon of two people with a plus symbol, that leads to the define respondents step, where the process participants are selected.
Checkmark icon that leads to the enable survey step, where the user can activate the form to receive responses. Pencil on paper icon, that leads to the Respond to survey step, where the user fills in the required answers. Pencil and padlock icon that leads to the survey closure step, where the user finalizes their answers.

 

Prerequisites

  • Access to the File > Question (SV003) menu.
  • Access to the Management > Survey planning (SV005) menu or to the Execution > Survey execution (SV028) menu.

 

Introduction

To use a survey, we need to structure it correctly. This operation is performed in the Section tab of the survey data screen.

To organize the survey, sections and questions need to be created and associated.

See how to perform this operation below:

 

Structuring a survey

Watch the video below to learn how to structure a survey and create its questions:

 

Conclusion

Thus, the survey has been structured correctly. Now, its respondents must be defined.


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