Overview

A survey assessment is a great way to get feedback from your learners. You can add surveys to courses and classes, track learner survey submissions, and assign points to surveys - helping to incentivize learner participation.

Please note the business platform uses the term 'course', and the academia platform uses the term 'class'. The terms 'course' and 'class' are interchangeable in this article.

Adding a survey to a course or a class

1. Access a course or class.
   
2. Click Assessments from the course navigation menu.
   
1. Click Assignments from the class navigation menu.
3. Click + Add.
   
4. Click Survey.
   

Please note the business platform uses the term 'assessment' and the academia platform uses the term 'assignment'. The terms 'assessment' and 'assignment' are interchangeable in this article.

1. Add a title for the survey.
   
2. In the Max score field, enter the number of points the survey is worth.
   
3. Select a module from the Module drop-down, if you would like to include the survey as a section at the end of a module.
4. Complete the remaining fields based on the specifics of your survey. For more information about assessment fields, visit the Assessments and assignments article.

If you would like to make the survey anonymous:

1. Click the Options tab in the Add Survey assessment poop-up.
   
2. Select the Anonymous checkbox. 
   
1. This setting prevents you from associating survey responses with particular learners, and cannot be reversed after learners respond to the survey. Learners are also notified that the survey is anonymous, which can encourage them to respond truthfully.
   

Questions

When a survey assessment is initially created, it includes a single empty private question bank that has the same name as the survey assessment. If you add questions directly to the survey assessment, they will be a part of the assessment's private question bank. A private bank is 'owned' by the assessment, and when you delete the assessment, the question bank is also deleted.

1. Access the survey assessment.
   
2. Click the Questions tab.
   
3. Click Add question bank.
   

The Add question bank pop-up displays.

1. Click New to add a new question bank.
   
2. Click Library to select an existing question bank.
   

If you add a new question bank, the Add question bank pop-up displays.

1. Name the new question bank.
   
2. Select the Shared? checkbox if you would like the question bank to be available for other assessments. 
   

If you select Shared, two new options display:

1. Description: Add a description for the shared question bank.
   
2. Library: Select which resource library the question bank will be saved in.
   

The new question bank will display along with the default private question bank associated with the survey assessment.

1. Use the reorder  icon to drag and drop question banks to change their order in the list.
   
2. Click Edit to edit the name or details of a question bank.
   
1. When editing a Shared question bank, it can only be set to Private if you have editing privileges for the bank and the survey assessment is the only assessment using the question bank.
3. Click Remove to remove a question bank from the assessment.
   
1. Note that you can only remove a private bank from the list of question banks if you have deleted all of its questions.
   

Adding questions to private question banks

To add questions to a private question bank:

1. Access the survey assessment.
   
2. Click the Questions tab.
   
3. Click the + Add questions button.
   

The Add questions pop-up displays.

1. Select a question format.
   

The question form displays.

1. Enter a question.
   
1. Many question types can be entered in 'Text mode' (the default) or 'HTML mode'. If you click HTML mode, the editor will display, allowing you to include images, link, or audio in the question.
   
2. Determine if the question should be required.
3. Select a save option:
   
1. Save and return to question bank: This option will save the question and you will return to the main question bank page.
   
2. Save and add another of the same type: This option will save the question and open a new question details page of the same question type. For example, if you are saving a True or false question, a new True or false question details page will open.
   
3. Save and add another: This option will save the question and open the Add questions pop-up so you can select another question type.  
   

Account field questions

1. Access the survey assessment.
   
2. Click the Questions tab.
   
3. Click the + Add questions button.
   
4. Click Account field.

The 'Add Account field question' form displays.

1. Enter the question using the text mode or HTML mode.
   
2. Select an Account field from the drop-down where the user's answer will be saved.
   
1. The fields that are listed in the drop-down are fields that are visible to learners, editable by learners, and exclude "user id", "password", and "organization".
   
3. Determine if the question should be required.
   
4. Click a save option.

When the learner takes the survey, if they have a current value for the account field, it will display as the answer to the survey question. 

1. Learners can update the answer to the question, and click Continue.
   
1. In the example below, the learner updated the account field of 'City' to New York.

To submit their completed survey, learners: 

1. Click Finished.

Once a learner submits the survey, their profile is updated with the new value for the account field. In the example below, the user's city was updated to New York.

The Add Scale question form displays.

1. Enter the question using the text mode or HTML mode.
2. Select the scale size.
   
3. Select Scale to add a low and high label, or select Star to use a star rating system.
4. Determine if the question should be required.
   
5. Click a save option.

The Add Matrix question form displays.

1. Enter the question using the text mode or HTML mode.
2. Select a Matrix style: Radio button or Checkbox.
   
3. Select the number of rows and columns.
   
4. Add a label for each row and column.
5. Determine if the question should be required.
   
6. Click a save option.

Add existing questions

Adding questions to shared question banks

To add questions to a shared question bank:

The shared question bank displays.

1. Click + Add questions to add questions to the shared question bank. 

Learner submissions

When learners click on a survey assessment page within a module, the Instructions page displays. To begin the survey, learners:

1. Click Take survey.
   

The survey questions display.

1. Learners can move between questions using the Continue and Previous buttons.
   
2. Learners can also jump straight to a question by clicking on the question in the Questions grid.
   

To submit a completed survey, learners:

1. Click Finished. 
   

If a learner wants to retake a survey, they:

1. Access the course or class with the survey.
   
2. Click Assessments on the course navigation menu.
   
1. Academia users will click Assignments on the class navigation menu.
3. Click the Survey assessment.
   
4. Click Retake survey.
   
1. Learners can retake the survey as long as they have not exceeded the maximum number of submissions.
   

Learners can view their previous submissions. To view previous survey submissions, learners:

1. Access the survey assessment.
   
2. Click the Submissions tab. The learners previous submission displays.
3. If learners have more than one submission, they can click the History button.
   

The History page displays. To access a particular submission, learners:

1. Click the Show icon for the submission.
   

Viewing activity time

1. Access the course or class.
   
2. Click Learners on the course navigation menu.
   
1. Academia platform users will click Students on the class navigation menu.
   
3. Click the More  icon for a learner.
   
4. Click Activity on the more menu.

All learner activity for the course displays.

1. Locate the learner's survey submission.
   
2. The time spent on the survey is included in the activity details.
   

Exporting results

You can export survey results to a CSV file. To export survey results:

1. Access the course or class.
   
2. Click Assessments on the course navigation menu.
   
1. Academia users will click Assignments on the class navigation menu.
   
3. Click the survey assessment.
   
4. Click the Analytics tab.
   
5. Click Export.