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"
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3. Click "Files"
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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.
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Adding a survey
1. Click "File Actions"
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2. Click "Quick edit"
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3. Scroll down to Survey Questions and click "click here"
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- 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
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3. Choose 'Multiple choice'
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4. Optional: Allow multiple checked options
- If you allow multiple checked options, users are able to choose more than one option.
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5. Provide an answer option
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6. Add another answer option
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7. Click "+ Add another answer option"
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8. Add another answer option
- Repeat steps 7 and 8 to add as many question options as needed.
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9. Click "Create survey question"
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Adding a scale survey question
1. Click "Add a survey question" or "Add another survey question"
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2. Provide the survey question
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3. Choose the 'Scale' question type
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4. Select a scale range
- The scale ranges from 1 to 10 by default but feel free to change it to fit your needs.
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5. Click "Create survey question"
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6. Click "Next →"
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How to view your survey report
1. Click "Admin"
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2. Click "Files"
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3. Click on the file
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4. Click "Reports"
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5. Scroll down to the 'Survey Report'
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6. Click 'See results' to view the results for multiple choice and free text questions
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7. Scale questions will show the average
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How to download your survey report
1. Scroll down to the 'Static Survey Reports'
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2. Click "Generate New Static Survey Report"
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3. A green notification banner will appear, indicating that the report is being generated
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4. Wait for the survey report to finish generating
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5. Click here to download the report
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