SOP- Administrative – Manage Survey Types

 Standard Operating Procedures

Manage Survey Types SOP



The Survey Type Setup Screen is a bulk-entry screen comprised of a survey type code, description, and active yes/no flag.

Although the survey type code is not a required element of the Survey Definition Screen, it does provide a mechanism for identifying different types of surveys based on customer needs.




1. Navigate to the System Administration module on the main menu.
2. Navigate to the System Administration screen and click the link to Survey Types.  
3. Click New to add survey types.  
4. Enter survey type, description and set active to Yes.


5. Click Save to save the Survey Type.







  1. System Administrator:

System Administrator is responsible for configuring and managing Surveys Types.


Return to System Administration Module SOP