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Adding 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. Structure diagram icon, that leads to the Structure survey step, where the survey questions are 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

  • Previously configured survey type.
  • Access to the Management > Survey planning (SV005) menu.
  • Access to the Execution > Survey execution (SV028) menu.

 

Introduction

After configuring a survey type, we can add a survey and configure it as well.

This record allows for conducting research involving the organization's suppliers, customers, and employees.

See below how to create a survey:

 

Adding surveys

Watch the video below to learn how to add surveys:

Surveys can also be added from a template. To learn how to do it, access the Creating a survey template article.

 

To learn how to use the "Notifications" tab, access the Configuring SMS notifications in SoftExpert Survey article.

 

 

Conclusion

Thus, the survey has been added. Now, it must have its questions created and its respondents defined.

Related articles:

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Index

Prerequisites Introduction Adding surveys Conclusion

First steps

Advanced resources

New features