Creating a survey

Use this page to create a new survey.

  1. Select Surveys > Survey Setup. The List of Surveys page is displayed.
  2. Click New. The Add/Edit Survey page is displayed.
  3. Specify this information:
    Survey Type
    The type of survey.

    See Adding or modifying a survey type

    Survey Name
    The name of the survey.
    Version
    The version number of the survey. When you revise the survey, the version number is incremented.
    Status
    The status of the survey. Possible values:
    • Open
    • Editing
    • Published
    Note: This option is displayed only after the survey is saved.
    Description
    The description for the survey.
    Response Expiry
    The expiration period of the survey responses. Possible values:
    • No Expiry
    • Days
    • Months
    • Years
    Note: This field is enabled only when the expiration period is set to Days, Months or Years. You must specify the number of days, months or years for the response expiry.
    For Onboarding
    Select this check box to use the survey for onboarding.
    Auto Survey Reissue
    Select this check box to reissue expired surveys automatically.
    Evaluation Required
    Select this check box to send this survey for evaluation.
    Instructions
    The additional information of the survey.
  4. Click the Setup option to define the automatic acceptance criteria.
    Note: 
    • When the selected response type is text, auto acceptance in not accurate . The status of the survey is set to pending.
    • The customer can override the automatic accepted surveys.
  5. Click Save Survey. The Questions option is displayed to create survey questions.
    Note: You can perform these actions on this page:
    • Click Publish to publish the surveys. You can only view this option after creating the survey questions.
    • Click Questions to create survey questions on the List of Questions page that is displayed. You can view this option after creating the survey.
    • Click Preview to view and take the survey before publishing.
    • Click Issue Survey to send the survey questions to the existing suppliers on the List of Suppliers page that is displayed. This option is displayed only for the surveys that are published.
    • Click Edit Survey to modify the survey details. This option is displayed only for the surveys that are published.