Contents Now Platform Capabilities Previous Topic Next Topic Survey administration ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Survey administration Survey administrators, users with the survey_admin role, create and maintain surveys and configure how they are distributed and published. Survey administration includes the following procedures. Create, customize, and publish surveys. Write and maintain survey questions. Define trigger conditions for when surveys are sent to users, such as when an incident closes. Maintain surveys and survey questions as the organization's needs change. Survey designerUsers with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups.View a survey instanceA survey instance represents one questionnaire assigned to one user. You view an instance to verify that survey instances were created, to check the state of a survey instance, or to reassign a survey instance.Survey users and groupsSurvey users and survey user groups help survey administrators control who can take a survey.Publish a surveyYou must publish a survey to enable people to receive and complete survey instances.Customize the appearance of a surveyAssessment and survey administrators can set properties to customize the color of various elements on the questionnaires.Survey definitionsA survey definition is the root record upon which a survey is built.Create a survey designer template questionYou can create a question that uses choice lists from a template.Survey questionsSurvey questions appear on survey questionnaires for the associated survey definition.Survey trigger conditionsTrigger conditions specify when to send a particular survey and the persons to send it to.Survey distributionThere are several ways for survey administrators to distribute surveys to users. Legacy survey migrationUsers with the survey_admin role can migrate legacy survey data to create copies of legacy surveys and their related records in assessment tables. The Survey Management application, which is built on the assessment engine, is available as an alternative to legacy surveys.Related ConceptsKey survey termsSurvey responses and resultsSurvey questionnairesRelated ReferenceSurvey Management roles On this page Send Feedback Previous Topic Next Topic
Survey administration Survey administrators, users with the survey_admin role, create and maintain surveys and configure how they are distributed and published. Survey administration includes the following procedures. Create, customize, and publish surveys. Write and maintain survey questions. Define trigger conditions for when surveys are sent to users, such as when an incident closes. Maintain surveys and survey questions as the organization's needs change. Survey designerUsers with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups.View a survey instanceA survey instance represents one questionnaire assigned to one user. You view an instance to verify that survey instances were created, to check the state of a survey instance, or to reassign a survey instance.Survey users and groupsSurvey users and survey user groups help survey administrators control who can take a survey.Publish a surveyYou must publish a survey to enable people to receive and complete survey instances.Customize the appearance of a surveyAssessment and survey administrators can set properties to customize the color of various elements on the questionnaires.Survey definitionsA survey definition is the root record upon which a survey is built.Create a survey designer template questionYou can create a question that uses choice lists from a template.Survey questionsSurvey questions appear on survey questionnaires for the associated survey definition.Survey trigger conditionsTrigger conditions specify when to send a particular survey and the persons to send it to.Survey distributionThere are several ways for survey administrators to distribute surveys to users. Legacy survey migrationUsers with the survey_admin role can migrate legacy survey data to create copies of legacy surveys and their related records in assessment tables. The Survey Management application, which is built on the assessment engine, is available as an alternative to legacy surveys.Related ConceptsKey survey termsSurvey responses and resultsSurvey questionnairesRelated ReferenceSurvey Management roles
Survey administration Survey administrators, users with the survey_admin role, create and maintain surveys and configure how they are distributed and published. Survey administration includes the following procedures. Create, customize, and publish surveys. Write and maintain survey questions. Define trigger conditions for when surveys are sent to users, such as when an incident closes. Maintain surveys and survey questions as the organization's needs change. Survey designerUsers with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups.View a survey instanceA survey instance represents one questionnaire assigned to one user. You view an instance to verify that survey instances were created, to check the state of a survey instance, or to reassign a survey instance.Survey users and groupsSurvey users and survey user groups help survey administrators control who can take a survey.Publish a surveyYou must publish a survey to enable people to receive and complete survey instances.Customize the appearance of a surveyAssessment and survey administrators can set properties to customize the color of various elements on the questionnaires.Survey definitionsA survey definition is the root record upon which a survey is built.Create a survey designer template questionYou can create a question that uses choice lists from a template.Survey questionsSurvey questions appear on survey questionnaires for the associated survey definition.Survey trigger conditionsTrigger conditions specify when to send a particular survey and the persons to send it to.Survey distributionThere are several ways for survey administrators to distribute surveys to users. Legacy survey migrationUsers with the survey_admin role can migrate legacy survey data to create copies of legacy surveys and their related records in assessment tables. The Survey Management application, which is built on the assessment engine, is available as an alternative to legacy surveys.Related ConceptsKey survey termsSurvey responses and resultsSurvey questionnairesRelated ReferenceSurvey Management roles
