Create or modify survey questions

You can create and administer survey questions.

Before you begin

Role required: admin or survey_admin

About this task

Changes to a survey, such as the addition of questions or the modification of question templates, do not apply immediately to the existing survey instances. However, the changes apply immediately to any new survey instances that are created after the changes are saved.

Procedure

  1. Navigate to Survey > View Surveys.
  2. Open a survey definition.
  3. In the Metric Categories related list, open a category.
  4. In the Assessment Metrics related list, open an existing question or click New.
    Each survey question is stored as a record on the Assessment Metric [asmt_metric] table with a modified view for survey use.
  5. Complete the Survey Question form..
    The fields that appear depend on the selected Data type.
    Table 1. Survey Question form
    Field Description
    Name Name of the question. When you create a survey, the question name is the same as the text in the Question field.
    Question Text to use for the question, which appears on survey questionnaires.
    Data type Data type of the question. The fields for the response depend on the data type.
    Note: You cannot change the data type if another question depends on this question.
    Template Question template to use for the answer options.

    This field is visible and required only if the data type is Template.

    Note: You cannot change the template if another question depends on this question.
    Scale definition Setting that determines whether smaller or larger numerical values equate to a good score in result calculations. Select Low if smaller numerical values are better, such as for a question that measures the number of incidents for a vendor. Select High if larger numerical values are better, such as for a question that measures user satisfaction on a scale of one to five.

    This field is visible and required only when certain data types are selected.

    Randomize answers Check box that determines whether to present the answer options for this question in a random order each time a user opens the survey. Answer preference is sometimes influenced by the order in which answer options appear, which can result in biased results. Randomize answer options to help prevent this bias.

    This field is visible only if the data type is Choice or Likert Scale.

    Note: Randomizing answer options may make a question confusing. In general, only randomize answer options that do not follow a logical order.
    Mandatory Check box that makes the question mandatory (selected) or optional (cleared) on survey questionnaires. Users cannot submit questionnaires until they provide valid responses to all mandatory questions, which are denoted by a red field status indicator.

    This field is visible only when the Depends on field is empty and the data type is not Checkbox. Questions that depend on other questions and check box questions cannot be mandatory.

    Allow not applicable Check box that determines whether to include a Not Applicable answer option for this question on survey questionnaires. User responses of Not Applicable are excluded from results calculations.

    This field is visible only if the data type is Choice, Likert Scale, Template, or Yes/No.

    Depends on Setting used to make this a conditional question, meaning that it only appears when users answer another question a certain way.

    To make a question depend on another question, select an existing question from the list, which displays Checkbox, Choice, Template, and Yes/No questions of the same category as this question. Then, use the Displayed when field to set the conditions that cause this question to appear on surveys.

    The system prevents the creation of recursive dependencies between questions. For example, if Question A depends on Question B, Question B cannot depend on Question A.

    Displayed when Answer options for the selected Depends on question which, when chosen on surveys, display this question. This field is visible and required only when the Depends on field is set.
    Min Smallest numerical value to be used as an answer option for this question. This field is visible and required only if the data type is Choice, Likert Scale, Number, or Percentage.
    Max Largest numerical value to be used as an answer option for this question. This field is visible and required only if the data type is Choice, Likert Scale, Number, or Percentage.
    String option Selection that determines what kind of response text box appears for this question on survey questionnaires. This field is visible and required only if the data type is String.
    Related Lists
    Assessment Metric Definitions Answer options for this question.

    This related list is available only if the Data type is Choice or Likert Scale.

  6. Save the record.
    Be sure to create answer options if you select the Choice or Likert Scale data type.