If enabled on your site, the survey functionality in Centrik allows you to send out survey type questions both internally, and externally. It stores the information in Centrik, where it can be downloaded for analysis.
1. After selecting the relevant survey type from the landing screen you are directed to a creation of Template area Step 2.
2. The Template creation area is also your overview landing page of ay Surveys that have been created or set to recipients. This area allow allows you to Edit existing surveys, manage surveys through distribution as well as download the survey data in Excel or pdf format.
3. The creation of a new survey is achieved through the ‘+Add Survey’ button.
4. As with previous Checklists you can select.
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- Checklist Number & Checklist Name
- Checklist Style (fixed to survey)
- Possible Answers (Text, Yes/No, Yes/No/Maybe, Satisfaction score (1-9), Agreement (1-9), likelihood (1-7), Scale (1-10), Scale (1-5))
- Audit Editability
- Introductory Text, the chance to type the purpose of your survey.
5. Clicking on the Save’ button above after all the other information has been entered enabled the Sections and Contents area where you can enter in the questions for the survey. It is mandatory to enter introductory text for each section.
6. For the questions you can ‘Add Heading’ , the ability to break up the questions without requiring an answer or ‘Add Item’, the ability to add in your specific questions whilst choosing how you would like the response to be answered from the possible answers list (Step 4)
Using the ‘Renumber’ button will number your items.
Using the double ended arrow will allow you to move that line using your move (click and hold)
Selecting the ‘X’ at the end of a heading or item will remove that line
Making a question mandatory is enabled by checking the box marked ‘Required’
7. Once your survey has its framework and contents created you are able to use it, this occurs on the survey overview page and utilises the ‘Manage’ button.
8. Enter in your details alongside an e-mail message to the recipient. Then by using the ‘Add’ button you can enter in information for the recipients of this survey including, their organisation, their E-mail address, and their name.
9. When all fields have been created and completed pressing on the ‘send’ button will send the survey to that individual recipient or the ‘Send All’ button will send to all in the above list.
10. The survey landing page will provide details of surveys set (Open) as well as surveys Done (Completed).
You can send reminders to recipients through the ‘manage’ button.