Create a survey category

Survey administrators can create and administer survey categories.

Before you begin

Role required: admin or survey_admin

About this task

Only one category is required for each survey, but you can create as many as you like.


  1. Navigate to Survey Management > View Surveys.
  2. Open a survey definition.
  3. In the Metric Categories related list, open a category or click New.
    Each survey category is stored as a record on the Metric Category [asmt_metric_category] table with a modified view for survey use.
  4. Complete the Survey Category form.
    Table 1. Survey Category form
    Field Description
    Name Name of the category. The category name appears on questionnaires when:
    • There is more than one category for the survey.
    • There is only one category and its name is different than the survey definition name. If you create a survey using the survey creator, the category name is the same as the survey definition name.
    Description Helpful information about the category.
    Related Lists
    Assessment Metrics All survey questions in this category.
    Users All survey users for this survey.
  5. Save the record.