Survey administration Survey administrators—users with the survey_admin role—create and maintain surveys and configure how they are distributed and published. Surveys on Service Portal are also supported. 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. To set up surveys in Service Portal, you must first install Service Portal and then configure the Survey widget on the page. The base systemincludes the Survey widget. Surveys in Service PortalIf Service Portal is installed, you can use the Survey widget to set up surveys, quizzes, assessments, risk assessments, and attestations in Service Portal. Surveys for users on mobile devices are fully supported in Service Portal.View the overview of all surveysUse this homepage to view various survey reports such as results by metric type and state. You can refresh, add, delete, and rearrange widgets. All reports on the Survey Overview page have demo data.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.Copy a surveyCreate a copy of a survey with at least one category. All associated questions (type), configurations, categories, metrics, domain separation rules, and role-based categories are copied. Assigned users, category users, instances, and trigger conditions are not copied.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.