Overview

You can build survey questionnaires for intakes to help you determine if they should be accepted or not. 

Permissions

Users with the Project Requestor role can't create surveys.

Creating Intake Surveys

1. From the Intakes page, select the Intake that you want to create the survey for.

2. Select Survey from the left navigation pane. The Survey page displays along with any surveys already created.
   

3. Click Create New Survey. The Create Survey pop-up appears.

4. Enter a name for the survey (required).

5. (Optional) By default, scoring will be enabled for the survey. You can turn it off if required.

6. Specify the lowest possible and highest possible score.
   Note: These are the lowest and highest scores that can be assigned to the individual questions in the survey.

7. Click Create. The page where you can either upload or manually add sections/questions opens.
   Note: The created survey is displayed in the Draft tab.

Manually adding sections and questions

1. Click Add Sections/Questions. The Add Sections pop-up displays.

2. Add the section name, line by line.

3. Click Add to create and add the sections. Once the sections are added, the Sections page opens where you can add new sections/questions.
   Note: To add a new section, click New Section.

4. To add multiple questions to the section, click Add Questions. The Add Questions pop-up displays.
   Note: To add a single question to the section, click Add New Question. The question fields will be displayed.

5. You can add each new question in a new line. Specify the Answer Header, select the Answer Type, and mark if the question is mandatory.

6. Click Add to add questions to the section.

Uploading sections and questions from files

1. Select Upload Documents. The Import File pop-up displays.

2. You can either upload a standard format file or any file of your choice and then follow the standard upload procedures, by configuring the sections and questions.

3. Once the section and questions are added/configured, click Next on the top navigation bar. The Total scores page displays.

4. (Optional) You can turn off the scoring for a question by turning off the scoring toggle.
   Note: This page will appear only if scoring is enabled for the survey.

5. Click Next. The Participants page displays.

6. Click Add Participants to add new participants. The Add Participants pop-up displays.
   Note: You can add multiple participants. To remove a participant, click the Remove icon.

7. Specify the username or email address of the user you want to add as a participant, then click Confirm.

8. Click Send to send the survey for the participants to respond. A confirmation pop-up displays.

9. Enter the message for the participants and click Send.
   Note: To delete a survey, click the associated Delete icon.

   • Once the survey is sent successfully, it would appear in the sent tab.

   • Only one copy of the Survey will be sent and all participants will be collaborating on the same copy.

Responding to surveys

Once sent, participants receive an email notification informing them about the survey. To respond:

1. Click Respond Now from the email. The survey answering page opens.

   • Click View Documents to view any associated documents

   • Click View Intake Details to view the intake’s details.

2. Respond to the questions and click Save to save your answers.

3. Click Review to review the responses.
   Note: You can click Back to go back and make changes.

4. Click Complete, then click Complete on the confirmation pop-up.

   • Once the participants respond to the survey, it appears in the Completed tab.
     Note: Users can also respond to the surveys on the Sent tab of the Intake Survey page.

   • Participants can participate in a survey, but cannot create a new survey.

   • You can retake or delete the survey by clicking the three-dot Menu and selecting Retake Survey or Delete Survey.