How Surveys Work
We've taken into consideration that not all Members access the App to complete surveys. Authorised Representatives can assist Members to complete the survey.
Members and Authorised Representatives marked as primary contacts will receive a notification about a new survey that a Member might need assistance with - these will appear in the notifications tab in the App.
Admin users will be able to view a Member's response by clicking on the Survey Tab on the Member's profile then clicking on the appropriate survey from the list that has been sent.
How to Create a Survey
Click on the three dots in the left side bar, then click on Settings
Click on Survey Templates
Click on the New Survey button
You will be presented with the information to set up your survey including the following - work your way through the list then click Save.
Survey Name
Pre Survey Instructions about how to complete the survey
Responders - what roles can respond to the survey (can tick more than one)
Notification Recipient - who should be notified about the survey
Default subject roles - this is used to assign bulk surveys
Survey schedule - allows for regular survey completions, e.g. to monitor mobility of a Member
Adding questions
Once the survey is set up a section called Questions allows the addition of any number of questions.
Question types include
Free text
Visual Analog Scale
Multiple Choice
Enter the name of the question
Enter instructions
Click Save
There is the opportunity to go back and edit or delete questions after they have been created
The order of questions can be adjusted by using the small up and down arrow next to the delete and edit buttons
Note: it is not advisable to edit surveys once responses have been received as this can affect the integrity of the data collection
Bulk Assigning A Survey to Send
All Admin Staff are able to request a Authorised Representatives, Members, Sharers, Billing Recipients to fill in a survey.
Click on the three dots in the left side bar, then click on Settings
Click on Survey Templates
Click on the Bulk Assign Surveys button at the top of the screen
Choose the survey from the drop down menu click Next
Select the roles to receive the survey (can tick more than one)
Choose a start date (if left blank the survey will be sent immediately)
Click Next
Create the list of individuals to receive the survey. Surveys can be assigned to individuals, communities, help plan status, archived or unarchived. Do at least one of the following:
Type a name, email address, UUID
Check a community or communities
Check one of the help plan options
Select unarchived or archived profiles
Select an option from "does not have survey" (this will select individuals who currently do not receive the survey)
Click the Filter button
The list of survey recipients will appear
To select all click the box next to the text 'full name', or there is the option to manually tick from the list presented
Click Assign
To check the survey has been sent - go to one of the member profiles on your list, click the survey tab on their profile, the survey sent should be listed in the section called 'Active Surveys'.
You can click on that text to see information on survey Trends and History of that survey.
Stopping Surveys
Stop Sending Survey Request to a Member
Navigate to the Member's profile
Click the Surveys Tab
Choose the survey from the Active Survey list and click the red cross on the right-hand side of the screen (Archive will pop up)
A pop up asks if you are sure you want to archive the survey (all responses are kept and are not lost)
Stop Sending Survey to all Members
Click on the three dots in the left side bar, then click on Settings
Click on the word Survey Templates
Find the survey line you wish to cease sending
Click on the red Archive button to the right of the survey line
The survey will be deleted from the Survey Library
Stop Sending Survey to Selected Members
Click on the three dots in the left side bar, then click on Settings
Click on the word Survey Templates
Find the survey you wish to deselect some members from receiving
Click on the number next to the survey name (Enrolled column)
A list will appear of names that have not completed the survey
Click on the archive button to cease sending
Viewing Survey Results
Survey results for a member
Go to the Survey tab in the Member profile view
A listing of Active and Archived Surveys sent to the Member can be viewed
Survey name, completed number of surveys, last completed and a history column can be seen
By clicking on the name of the survey a full history of responses can be accessed