Overview

A site-wide survey presents the user with a set of questions that they can answer online. This feature allows you to give a survey to a targeted audience of your users, and it works outside of the scope of a course. To get started with this tool, first install the "Site-wide surveys" app from the App Center. 

After the app is installed, click the cog icon.

You will be redirected to the new Surveys tab from the left bar. To add a new survey, click on the Add button in the top right corner of the Surveys/Catalog area.

Enter the name of the survey and the description. If you want to make the survey anonymous, click the checkbox, then click Save.

After the survey is added, you can click on Edit in the Overview tab and add the instructions.

To copy or delete the survey, click on Admin from the left bar, then select the appropriate option.

Questions

When the survey is created, it's initialized with a single empty private question bank that has the same name as the survey.  A private bank is "owned" by the survey, and no one else can see it, and when you delete the survey, the question bank is also deleted. To associate questions banks and questions with a survey, go to its "Questions" tab. Here you can add multiple question banks to the survey by clicking "Add question bank".

You can select to add a new question bank or one from the library.

If you add a new question bank, you can specify if it's a private or shared bank.

If you select Shared, then you can specify its description and which library it is placed in the Resources Catalog, just as if you were adding the question bank via the Resources Catalog.

After the question banks are added, you can edit and remove them by clicking the appropriate icons, and you can reorder them using drag and drop. Please note that you can only remove a private bank from the list of banks once you've explicitly deleted all its questions. Also, note that when editing a bank, you can only switch it from Shared to Private if you have editing privileges for the bank and the survey is the only one that is using the question bank.

Adding questions to private question banks

To add questions to a private question bank, click "Add questions".

Select the kind of question to add.

Fill in the question's fields, then click "Save and return to question bank", "Save and add another of the same type", or "Save and add another".

Some questions can be entered in "Text mode" (the default) or "HTML mode", in which case this option appears at the top of the form. Use HTML mode for entering questions that require images, links, or audio.

You can add survey questions whose answers are stored directly into specific account fields. To add one of these new question types into a survey, select "Account field" when selecting a survey question type.

Enter the question, then select the account field from the drop-down where the answer will be saved. The fields that are listed in the drop-down are those from Admin/Accounts/Fields that are visible to learners, editable by learners, and exclude "user id", "password", and "organization".

When the user takes the survey, the editor associated with each account field type is displayed. The displayed editor will contain the current value in the user's profile.

Users can update the current value, then click Finished.

When a user submits the survey, their profile is updated with the new values.

You can use questions from the library by clicking Library when adding questions.

Adding questions to shared question banks

To add questions to a shared question bank, click on "View question bank".

Here you can choose to add questions manually or import QTI.

To learn how to import a question bank, click here.

Giving the survey

To give the survey, click the Give button in the upper right.

When giving the survey, there are two filters that you can set:

You can also choose to send the survey immediately or schedule it.

If you want to schedule the survey, select the date and time, then click Give.

If you schedule the survey, the date and time will appear in the Scheduled tab. You can cancel the survey by selecting it and clicking the Cancel button.

Once the survey has been given, you'll receive a notification where you can click the "Given survey history" button.

If you click the button, it takes you to the History tab for that site survey which lists all the times that the survey has been given.

Here, you will see how many users have completed the survey so far. To see the survey details, click Details.

If more than one course matches the Course filter, you'll see one row per course. To see the results for a particular course, click its Results icon.

Here, you will see one tab for the results summary and one tab for each user in the survey audience.

In the Audience tab, you will see the users that matched the Users filter and if they completed the survey.

If the survey is not anonymous, you can see the user's individual submissions by clicking their Submissions icon.

Submissions

When you give the survey, users will receive a notification where they can click on "Take survey".

Users will be redirected to the surveys Instructions page, where they can click on "Take survey".

Users can navigate between questions using the Previous and Continue buttons.

After entering all the answers, they can click the Finished button to submit the survey.

Exporting results

To export a CSV file of the survey results, click the Export button from the Results tab.

Please note that we have lots of improvements planned already for this area, including: