SOP- Administrative – Define Surveys

 Standard Operating Procedures

Define Surveys SOP



The Survey Definition screen defines the question type and survey questions required to capture the desired survey results.


The Questions Detail section morphs based on the question type. For the validated list and multiple choice question types, the Questions Screen morphs to include a Response Detail Section to define the validated responses and the multiple choice options.




1. Navigate to the System Administration module on the main menu.
2. Navigate to the System Administration screen and click the link to Survey Definition.  
3. Click New and enter survey name, set active to Yes.  
4. Select survey type and click Done.


5. Click Add to add questions to the survey.
6. Enter question, select type and set active to Yes. Then, click Add to add responses. 
7. Click Save to save the record.





  1. System Administrator:

System Administrator is responsible for configuring and managing Surveys.



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