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    Home New York Now Platform Capabilities Now Platform capabilities Survey Management Survey administration

    Survey administration

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    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 Portal

      If 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 surveys

      Use this homepage to view various survey reports such as results by metric type and state.

    • Survey designer

      Users 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 instance

      A 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 groups

      Survey users and survey user groups help survey administrators control who can take a survey.

    • Copy a survey

      Create a copy of a survey with at least one category to reduce the effort of creating another survey with similar data.

    • Publish a survey

      You must publish a survey to enable people to receive and complete survey instances.

    • Customize the appearance of a survey

      Assessment and survey administrators can set properties to customize the color of various elements on the questionnaires.

    • Survey definitions

      A survey definition is the root record upon which a survey is built.

    • Create a survey designer template question

      You can create a question that uses choice lists from a template.

    • Survey questions

      Survey questions appear on survey questionnaires for the associated survey definition.

    • Survey trigger conditions

      Trigger conditions specify when to send a particular survey and the persons to send it to.

    • Survey distribution

      There are several ways for survey administrators to distribute surveys to users.

    • Sentiment analysis for surveys

      You can use sentiment analysis to determine whether user responses for a survey are considered positive, negative, or neutral.

    • Quick start tests for Assessments and Surveys

      Validate that Assessments and Surveys still work after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

    • Legacy survey migration

      Users 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.

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    Release version
    Choose your release version

      Survey administration

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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 Portal

        If 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 surveys

        Use this homepage to view various survey reports such as results by metric type and state.

      • Survey designer

        Users 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 instance

        A 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 groups

        Survey users and survey user groups help survey administrators control who can take a survey.

      • Copy a survey

        Create a copy of a survey with at least one category to reduce the effort of creating another survey with similar data.

      • Publish a survey

        You must publish a survey to enable people to receive and complete survey instances.

      • Customize the appearance of a survey

        Assessment and survey administrators can set properties to customize the color of various elements on the questionnaires.

      • Survey definitions

        A survey definition is the root record upon which a survey is built.

      • Create a survey designer template question

        You can create a question that uses choice lists from a template.

      • Survey questions

        Survey questions appear on survey questionnaires for the associated survey definition.

      • Survey trigger conditions

        Trigger conditions specify when to send a particular survey and the persons to send it to.

      • Survey distribution

        There are several ways for survey administrators to distribute surveys to users.

      • Sentiment analysis for surveys

        You can use sentiment analysis to determine whether user responses for a survey are considered positive, negative, or neutral.

      • Quick start tests for Assessments and Surveys

        Validate that Assessments and Surveys still work after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

      • Legacy survey migration

        Users 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.

      Tags:

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