Creating a New Survey (EFS)

Document created by 2261974 Administrator on Mar 5, 2015Last modified by 2261986 on Mar 19, 2018
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Creating a New Employee Feedback Survey

If you are unfamiliar with our Employee Feedback tool, please view the Employee Feedback Survey article to get a brief overview.


The first step to creating a new survey is to click on the Surveys tab at the top of the screen, and then select the Author and Edit Surveys button on the left side of the screen.



Selecting the Author and Edit Surveys button will open a new tab of your web browser. 



From here, you can click on the Create New Survey in the upper right corner.


A title and description page will appear.



Enter a title and description, then click Save and Start Authoring


You can edit the title and description at any time.




Adding a Section to Your Survey

To add a new section, hover over Add Content and click Add Section



A pop up window will appear. Enter the title and description of the section. The purpose of a section is to put questions into groups by category. Click Save.



The new section will appear in the survey. Click the red plus sign to open the section.




Adding Questions to Your Survey


To add survey questions, hover over Add Content. You can choose one of 5 question types. A pop up window will appear to input your question.


See Types of Survey Questions for definitions of each question type.



Previewing Your Survey

When you are done entering your questions for Section 1, you can view the questions by clicking on the red plus sign next to the section title. From here, you can edit, delete, move, or preview the questions.


Clicking Preview will bring up a new window with all questions listed as the learner will see them.



Continue to create sections and questions until the survey is complete. If you need to come back to it later, click Save. If you want someone else to be able to edit it, click Check In.  Do not click Publish until you are completely done with the survey.




Publishing Your Survey

Once you click Publish, you will not be able to edit the survey. This is to ensure valid results in the reporting. You can copy the survey and edit it prior to assigning it necessary. After clicking Publish, a confirmation window will appear. Click Close Survey Authoring to go back to the main surveys page, or click Return to Survey Authoring Home to add/edit another survey.



Your survey will now be under the Custom Surveys tab in the Published Surveys section.



To learn how to assign your survey to staff, please view the Survey Assignments - How to Assign an Employee Feedback Survey article.


To get back to the Knowledge Base and the master list of topics, please click here: RLMS Knowledge Base