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Create and Maintain Surveys

Create and Maintain Surveys

A survey can be attached to two types of training items a WBT and ILT. To learn more about Surveys before creating one, see the About Surveys Article.

How to Create a Survey

Follow the steps provided below to create a survey. You can use the same title and code for both survey and training item.

  1. Select Author > Survey
  2. Select New.
  3. Enter the Survey Title and Survey Code.
  4. Enter values in Highlight results. The Survey Details Report will highlight all the results within this range, allowing you to pinpoint results in the specified point range. Enter zero in both fields if highlight is not needed.
  5. Enter Objectives and Notes.
  6. Does the training item for this survey already exist?
    1. If Yes, click Existing, enter the search criteria, using % as a wildcard, if necessary. Click Search and select the training item from the list.
    2. If No, enter the Training Item Title, Item Code, Item Type, and Hours Credit.
  7. Select Save.

The Objective and Notes fields are optional but are seen by the learners when they launch and complete the survey.

Next you will need to add Questions and Answers to the assessment.

How to Add Questions and Answers

Follow these steps to add questions and answers to a survey.

If you want to Import questions from another survey, follow the procedure for Importing Survey Questions. (This is uncommon).
  1. Select the survey to which you want to add questions and answers.
  2. Select Layout.
  3. Click Question: Add on the action toolbar.
  4. Select the Question Type.
  5. Select Next.
  6. Add Question and Answer Content.
  7. If you want to add a question with no special formatting or images
    1. Type in the question text. Your question will automatically be formatted in the default professionally designed style. 
  8. If you want to enter an image or add formatting to the question, such as special font or font color
    1. Click paste HTML and enter the question and the desired image in the HTML editor. You must click paste to transfer the information entered.
  9. Select Next.
  10. Enter the Answers.
  11. Add Points for each answer.
  12. Select Finish.
    1. If you want to edit the question, answers or points, click the Content. Remember to click Update if you make any changes.
  13. Close the survey layout window by clicking the X on the top right of the window.
    1. You are returned to the survey form. Total No. of Questions and No. of Questions to Ask are automatically filled in with the number of questions you entered.
Select the Preview tab to see the question as it will be displayed to learners. The Content tab shows points for each answer. The number of points is not displayed to learners.

How to Import Survey Questions

Follow these steps to import questions with answers from another survey.

  1. Select General: Import Survey Questions.
  2. Enter the first few letters of the survey from which you want to import questions in the Survey Title box and click "..".
  3. Select the survey from the list and click OK.
  4. Select Display Questions.
  5. Check the box(s) next to the questions you wish to import.
  6. Select Import.

How to Attach a Survey to a Training Item

A survey can be attached to more than one training item. Follow these steps to attach a survey to a training item.

  1. Select the survey to which you want to attach one or more training items.
  2. Select Training Items.
  3. Select New.
  4. Select Search and select the training items from the list.
  5. Select Save.