How do I create a survey?

Modified on Fri, 15 Nov at 12:55 PM

This guide will walk you through the steps to add a survey to an existing file and then view the results of the survey.

Video:

Steps:

Locating your file

1. Log in to Policy Passport

2. Click "Admin"

3. Click "Files"

4. Click on your file

You have two options when creating a survey:

Add survey questions to an existing file (we'll explain how to do this below).

Please Note: Users who have already completed the file won't need to do so again after adding the survey, but they can choose to complete the survey if they wish.

Create a new file with a survey. Click "+ Create a New File" and follow the steps until you reach the survey section.

Adding a survey

1. Click "File Actions"

2. Click "Quick edit"

3. Scroll down to Survey Questions and click "click here"

There are three question type options available:

Free text: Ideal for answers in sentences or paragraphs
Multiple choice: Great for selecting from pre-set options
Scale: Perfect for rating something

Adding a free text survey question

1. Click "Add a survey question"

2. Provide a survey question

3. Choose the 'Free Text' question type

4. Click "Create survey question"

Adding a multiple choice survey question

1. Click "Add a survey question" or "Add another survey question"

2. Provide the survey question

3. Choose 'Multiple choice'

4. Optional: Allow multiple checked options

If you allow multiple checked options, users are able to choose more than one option.

5. Provide an answer option

6. Add another answer option

7. Click "+ Add another answer option"

8. Add another answer option

Repeat steps 7 and 8 to add as many question options as needed.

9. Click "Create survey question"

Adding a scale survey question

1. Click "Add a survey question" or "Add another survey question"

2. Provide the survey question

3. Choose the 'Scale' question type

4. Select a scale range

The scale ranges from 1 to 10 by default but feel free to change it to fit your needs.

5. Click "Create survey question"

6. Click "Next →"

How to view your survey report

1. Click "Admin"

2. Click "Files"

3. Click on the file

4. Click "Reports"

5. Scroll down to the 'Survey Report'

6. Click 'See results' to view the results for multiple choice and free text questions

7. Scale questions will show the average

How to download your survey report

1. Scroll down to the 'Static Survey Reports'

2. Click "Generate New Static Survey Report"

3. A green notification banner will appear, indicating that the report is being generated

4. Wait for the survey report to finish generating

5. Click here to download the report

Click here to download the report