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. Surveys can be viewed from the landing screen
2. Click on the View surveys link
3. Surveys that have already been created can be seen, to create a new survey click on the ‘+ Add survey’ button
4. Enter in a Checklist Number
5. Enter a Checklist Name
6. The Checklist Style is fixed to Survey
7. The Possible Answers section has a dropdown list of options to choose from
8. Enter in an introductory text within the Introduction section
9. Click on the ‘Save’ button
10. In the Sections and Contents area click on the ‘+ Add New section’ button
11. Enter in a Section Name
12. Enter in a Description (if required)
13. Enter in Introductory Text
14. Within the Contents section use the ‘+ Add Heading’ or ‘+ Add Item’ buttons to add your survey content
15. Use the ‘Renumber’ button to place a number value in the check box
16. Click on the ‘Save’ button
Add in as many sections as you require.
Managing Surveys
1. Head back to the Survey Template area (via the dashboard and clicking the view survey link)
2. Click on the ‘Manage’ button of the survey you are sending out
3. Click on the ‘+ Add’ button, this will display an area for Sender details (Sender E-mail address, E-mail subject and an E-mail message).
There is also a section for the recipients, this contains Organisation, E-mail address for the recipients and their name. Clicking on the ‘+ Add’ button creates additional recipient areas
4. When you have added all recipients click on the ‘Save’ button
5. Click on the ‘Send’ button or a ‘Send All’ button to send your survey
You can remind staff who haven’t replied through the ‘Remind All’ button or individually through the ‘Send Reminder’ button
The summary screen displays the surveys sent; surveys answered alongside download options.
Surveys can be edited through the ‘Edit’ button for each survey and reminders are sent via the ‘Manage’ button for each created survey.
Surveys can also be tracked via the dashboard screen.