Survey Builder

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aXcelerate allows you to create and customise a range of standalone or training-related surveys to send to contacts in the system.

Quality

 

Survey List

Who can use this feature?

  • Administration Users
  • Users with Survey System permissions

The survey builder area allows you to:

  • Create stand-alone surveys, for example customer satisfaction, market research, internal service quality, or employee opinion surveys
  • Create Pre-Training surveys to establish the learning needs of students prior to commencing training
  • Create Post-Training-related surveys are used to complement the outcomes of the training or to obtain feedback regarding all aspects of the learning experience.

Add a new survey

When adding a survey you are able to choose the type of survey to be created: Standalone or Pre/Post-Training. Internal comments are able to be set against the survey. Start and end blurbs can be entered which will display above or below the survey questions respectively.

  1. Click the Create Survey tab
  2. Enter the Survey Name
  3. Select the Survey Type
  4. Click Save Survey Details
  5. Add Survey Questions

The various types of surveys available in the system are listed below:

Standalone Survey - Anonymous

Standalone surveys do not need to be linked to any past or future training and can be sent to any contacts in the system. The responses to these surveys are anonymous with the option to provide a name.

Standalone Survey - Enforce Identify

Standalone surveys do not need to be linked to any past or future training and can be sent to any contacts in the system. The responses to these surveys will always show the name of the responder.

Pre-Training Survey

A pre-training survey is sent to trainers or students prior to the commencement of a class or workshop. This can be useful to gauge the knowledge of participants before training.

Post-Training Survey

A post-training survey is sent to trainers or students after completion of a class or workshop. This can be useful to gather feedback about the training or to compare the knowledge of students from before the training to after.

 

Note: If the survey is not ticked as 'active', it can still be viewed but cannot be deployed.

 

Warning: After making changes to the survey details, you will need to click Save Survey Details otherwise your changes will not be applied to the survey.

Update a survey

  1. Search for a survey from the Survey List and click the survey name
  2. Make changes to the Survey Details as required
  3. Click Save Survey Details

Delete a survey

  1. Search for a survey from the Survey List
  2. Click the Delete icon
  3. Click Ok when prompted to confirm deletion
 

Note: A survey can only be deleted if no responses have yet been submitted.

Add a new question

  1. Create or update a survey
  2. Click Add a New Question
  3. Enter the Question text
  4. Select the Question Type
  5. Click Create Question
  6. Set the Question Number to determine the order of the question in the survey
  7. Click Save Changes

The available types of questions that can be created are listed below:

Checkbox

Checkboxes are used to allow a user to make multiple selections from the available options. Any combination can be selected.

Radio

Radio buttons are used to display a range of options. A user can only select one option.

Select

A Select list is used to display a range of options. A user can only select one option. Select should be used instead of radio buttons when there are a large number of options.

Text - long

This is a free text field with plenty of space for entry.

Text - medium

This is a free text field with limited space for entry. A maximum of 255 characters will be accepted.

 

Tip: Allowing a question to be reported for quality will cause it to appear in the Quality Survey Results.

 

Note: When creating a Checkbox, Radio or Select question you will need to add Answer Options.

Add an existing question

Previously created questions from existing surveys can be searched for and reused in other surveys.

  1. Create or update a survey
  2. Click Add an Existing Question
  3. Use the available fields to search for the desired question
  4. Click Search
  5. Click Add to Survey

The fields available for searching are listed below:

From Survey

Select an available survey which the desired question appears in. You are also able to search for questions within all active or inactive surveys. By default, this will be set to No Particular Survey.

Answer Type

Select the answer type of the question you are searching for.

Match Question String

Enter a search term related to the name of the question you are searching for. This must be a minimum of 10 characters if no other search options are used.

 

Tip: If the 'Include global shared questions' checkbox is ticked, you will include all the ‘global’ questions that are pre-loaded into the database and that all clients are able to access in their search.

Update a question

  1. Search for a survey from the Survey List
  2. Select a question
  3. Make changes to the question as required
  4. Click Save Changes To This Question
 

Note: A question will only be able to be updated if no responses have yet been submitted.

Delete a question

  1. Search for a survey from the Survey List
  2. Select a question
  3. Click Delete Question
  4. Click Ok when prompted to confirm deletion
 

Note: A question will only be able to be deleted if no responses have yet been submitted.

Reorder survey questions

Reorder the available questions for a survey by clicking Re-order Questions and setting the New Order.

  1. Create or update a Survey
  2. Click Re-order Questions
  3. Set the New Order of the questions
  4. Click Save Changes

Add answer options

Checkbox, Radio and Select questions require selectable answers for users of a survey to choose.

  1. Add or update a Checkbox, Radio or Select question
  2. Enter the name of a New Option
  3. Click Add Option

Update answer options

  1. Add or update a Checkbox, Radio or Select question
  2. Change the name of any answer options as required
  3. Set the order of the answer options
  4. Click Update Options

Delete answer options

  1. Add or update a Checkbox, Radio or Select question
  2. Click the Delete icon next to a selectable option
  3. Click Ok when prompted to confirm deletion
 

Note: An answer option will only be able to be deleted if no responses have yet been submitted for the question.

Reorder answer options

Reorder the available answers for a question by changing the corresponding order values.

  1. Add or update a Checkbox, Radio or Select question
  2. Set the order of the answer options
  3. Click Update Options

Duplicate a survey

  1. Click Duplicate Survey
  2. Select a Survey to Duplicate
  3. Set the New Survey Name
  4. Click Continue
  5. Make changes to the Survey Details and questions as required
  6. Click Duplicate Survey
 

Note: When making changes to questions at Step 5, click 'Edit question and save'. Click 'Do Not include question' to remove the question from the survey.

Create a new survey version

Survey Versions allow you to publish the same standalone survey several times and identify the responses to each. For example, if you wanted to publish a Customer Satisfaction survey each year, you could create a single survey and then create a new version each year.

  1. Update a survey
  2. Click Create New Version
  3. Set the survey Start Date
  4. Add a Descriptor and Notes for the survey as required
  5. Click Save Version
 

Note: Alternate versions cannot be created for pre and post-training surveys. Program surveys have their versions automatically generated so that each version of a program survey corresponds to a particular public workshop or in-house program.

Add a question to multiple surveys

A question can be added in bulk to multiple surveys simultaneously. Rules are able to be set to control the order in which the question appears in each survey.

Quality

 

Questions List

  1. Select a survey which the desired question is from
  2. Select the Answer Type of the question
  3. Enter a search term into the Match Question String field
  4. Click Search
  5. Click Add to Surveys
  6. Tick the Surveys you would like to add the question to
  7. Select the order you would like the question to appear in each survey
  8. Click Add Question To Surveys
 

Tip: Selecting 'At question number' will set the question to be in a particular position in each survey. Setting this value as '1' will make it appear first in each survey.

Selecting '...Questions from the finish' will cause the question to appear a given number of places before last. Setting this value as '0' will cause it to be the last question in the survey.

Selecting 'Always before/after QuestionID Number' allows you to specify a particular question that will always precede or follow the question you are adding to the surveys. The question ID will appear in the URL when adding the question to multiple surveys. This ID is also shown on the page in the left-hand column next to the list of available surveys.

Create survey access points

Survey access points are used to generate links to surveys for participants or access to survey responses for administrator users. After generating the access point, the link can be opened immediately or copied and directly sent to participants of the survey.

  1. Add or update a survey
  2. Click Survey Access Points
  3. Select a Version of the survey to access
  4. Select whether you will be generating a link to the Survey or Results of the survey
  5. Click Show Access Point
  6. Copy the URL or click Go There Now
 

Tip: When accessing survey results, tick Preserve Anonymity to hide the names associated with each response.

Accredited Surveys Webinar

This webinar demonstrates:

  • Locating a Post-Training Survey
  • Creating a Template for Accredited Surveys and Marking as a Default
  • Sending an Accredited Survey
  • Viewing Survey Results

Non-Accredited Surveys Webinar

This webinar demonstrates:

  • Creating Pre and Post Training Surveys for Workshops
  • Creating Automated Tasks to send a Survey
  • Running Automated Tasks manually (as opposed to waiting for the trigger)

Standalone Surveys Webinar

This webinar demonstrates:

  • Creating a Survey
  • Adding Questions
  • Using Existing Questions
  • Duplicating Questions
  • Duplicating Surveys
  • Configuring Survey Versions
  • Generating Survey URLs
  • Viewing Survey Results

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