Assigning a Survey
Assigning a survey follows the same process as assigning other learning to the member. In the top right of the screen in the edit window, you will see the Assign option.
Clicking it will bring this menu up:
Here you will choose if the Survey will be a General or Learning Survey. General Surveys are sent out and can be more broad. Learning Surveys will only be able to be linked to Learning items. Courses, Learning Plans, Events, etc..
Keep in mind that once it is set to Learning or General, it cannot be changed.
After you choose your Survey type, it will have you create the Survey. You can read more in-depth about Survey Creations here.
Once the Survey is created, you will then be given the option to assign the Survey in the top right of the screen. Clicking it will bring up this page:
Here you can assign via People or Groups.
In the next step, you can set a deadline for your survey, and once assigned, the people will automatically be notified about the survey.
Keep in mind that when the Survey is assigned, it will then send an email to the people assigned where they can access the Survey.
Assigning a Survey to a course, a learning plan, or an event
You can link surveys to courses, learning plans, and events if it is created as a Learning Survey.
Once a Survey is created as a Learning Survey, you can navigate to any course, learning plan, or event, and link a Survey in the settings for that learning type. You can select any Survey that is a Learning Survey, however, you cannot select the same Survey for multiple courses, learning plans, or events. Once a Survey is assigned, it cannot be assigned to any other learning items.
It is important to note that the Surveys will be sent out after the completion of the learning item. They will receive the Survey via email as described above.
Anonymous Answers
You also have the option to keep answers Anonymous. You can do this by navigating to Admin > Surveys > selecting the Survey you want to edit > Settings at the bottom of the screen > Turn on Anonymous answer
Doing this will keep all answers for this Survey anonymous. When they are anonymous, this will also affect the reporting data for that survey.
Survey Reminders
Similar to reminders for Courses, you are also able to set up Deadline Reminders for Surveys. To do this, navigate to Admin > Learning > Surveys > Then edit the survey.
Click the three dots, here you can see the toggle for Deadline Reminders. Turn it on and you will be presented with the following menu:
In the menu, you will see three fields.
Send Reminder - Choose the number of days before the deadline to send this reminder.
Subject Line - The subject line for the email that will be sent.
Optional Message - An optional choice, you can choose to send a custom message with the reminder.
Up to 5 reminders can be sent via email ahead of the deadlines. You can add more Reminders by clicking the + button above "Save changes".
It is important to keep in mind that these emails are separate from the normal reminder emails they will receive.
If you have any questions or concerns, please don't hesitate to reach out to our support team via: The Support Hub