How to Assign a Survey

This article briefly describes how to assign a Survey.

Nick Thayer avatar
Written by Nick Thayer
Updated over a week ago

Assigning a Survey


Assigning a survey follows the same process as assigning other learning to the user. In the top right of the screen in the edit window, you will see the Assign option.
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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, Playlists, 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.
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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 Users or Groups.

In the next step, you can set a deadline for your survey, and once assigned, the users will automatically be notified about the survey.

Keep in mind that when the Survey is assigned, it will then send an email to the users assigned where they can access the Survey.


Assigning a Survey to a course, a playlist, or an event


You can link surveys to courses, playlists, 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, playlist, 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, playlists, 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. You can read about that here: (insert link here for Survey Reporting when its all published)

If you have any questions or concerns, please don't hesitate to reach out to our support team via: The Support Hub

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