Where is the surveys tool located in the software?
- You can locate the surveys module if you navigate to Data Management-Surveys
2. How do you create a new survey?
Step 1: To create a new survey click '+ Add New Survey' as shown below
Step 2 In the below settings page that appears fill in Survey title (Item B below) with a survey name Eg. Commuter Survey 2019
Step 3: In the optional survey description (Item C below) box you can enter a brief description of the Survey
Step 4: Fill in the various optional items within Item D highlighted below:
- Survey Commencement Date: The date you wish for the survey to begin
- Survey Closure Date: The date you wish the survey to end
- Survey Notification Date: The date you wish survey recipients to receive an initial email asking them to complete the survey
- Survey Reminder Date: The date you wish survey recipients who have not completed the survey receive a reminder email
- Survey Escalated Reminder Date: The date you wish the managers of survey recipients who have not completed the survey receive an email to encourage their subordinates complete the survey
- Survey From Email: What email address do you wish the survey to come from
- Survey Quota: Leave at 0 unless you wish to limit the number of responses you receive
- Survey Logo: Add your company logo to the survey if you wish by uploading it here
- Post Survey Image: Add a post survey image if you wish by uploading it here
- Survey Color Theme: Should you wish the survey color theme to match your logo you can choose this here
- Post Survey Description: Should you wish to send a post survey thank you message to be sent you can add this here
3. How do you add new survey pages?
Step 1: Once you have completed the items in the settings page above, click on New Page (Item A below) to create your survey question
Step 2: Fill out Page Name and Description.
Step 3: Page Calculations:
- For calculating a result based on a survey participant’s responses in multiple questions you can create a formula as explained below.
As this can be quite complicated, feel free to contact support@accuvio.com for assistance with this.
The symbols or operators to use in the calculation are:
To Sum: +
To Multiply: *
To Subtract: -
To Divide by: /
Step 1: Specify the question ID which is a numeric question type.
Step 2: Use an appropriate operator from the above list.
Step 3: Specify the next question ID which is a numeric question type after the operator.
Step 4: Insert the “=” symbol, followed by the textual answer explanation. This will appear at the top of the survey results page.
Step 5: If you would like to divide the result by 2, or add an actual number into the formula, put that number into brackets before the equals operator
Each calculation should be on a separate line.
Surround constants by brackets.
Example 1:To add the numeric answer from Question ID 1.2 and the numeric Question from ID 2.3 together you would write:
3.2+2.3=Total
Example 2:To add the numeric answer from Question ID 1.2 and divide it by the number 2, and to sum the result with the numeric answer from Question ID 2.3 you would write:
1.2/(2) + 2.3 = Total
Example 3:To group a textual answer like currency (using question id 1.1) with a numeric answer like currency amount (using question id 1.2) you would write:
1.2=groupby(1.1)
Step 4: Page Logic:
- To display a question only when a specific answer is provided in an earlier question, we use logic statement. Each statement should be on a separate line.
The symbols and operators to use are as follows:
Format ('QuestionID' '=' 'Answer' '=>' 'Show Question')
Example 1: If you want Question 1.2 to be displayed to the user only if the answer the user selects from the drop down in Question 1.1 is “Yes”, then you would use the following logic statement:
1.1=Yes=>1.2
This can be read as IF Answer to 1.1 is “Yes” then show the user question 1.2
Example 2: If you want Question 2.5 to be displayed to the user only if the answer the user selects from the drop down in Question 1.5 is not equals to “5 Weeks”, then you would use the following logic statement:
1.5!=5 Weeks=>2.5
This can be read as IF Answer to 1.5 is NOT “5 Weeks” then show the user question 2.5
Step 5: You have the option to enable activity data capture with each page of the survey. For example for a commuter survey if you wish to associate the mileage etc date to a certain building activity you can do this here. Activity data is numerical data which is normally input into specific data entry forms.
Activity data to be allocated to the correct building or asset, the respondant must first select the building the data should be allocated to. To do this, create an "Actity Data Question" below for "List of Company Building" before adding the activity data question.
Step 6: Enter Question and any guide information (item D below) for this question in the boxes provided
Step 7: Using the tick boxes you can select if certain questions are mandatory or a key question
Step 8: Select Question type from the list provided
Step 9: Ensure to press 'Save Page' (Item C below)
Step 10: For any additional pages/questions select Item B
4. How do I select recipients for the survey?
Step 1: To create/select recipients for a survey please select 'Recipients' from the survey main menu as per below
Step 2: In the below screen you will see two tabs-'Survey Recipients' and 'Create Recipients List'.
- Please navigate to 'Create Recipients List'.You can either select one of the 'Recipient Groups' (Item A) and add additional users to this group. Alternatively you can create a new list/recipient group list but entering the list name in the box (item B) provided and clicking 'Add New List'.As you will see from below you can either manually add recipients one by one by entering their email and name in the boxes highlighted below and then clicking 'Add Recipient' Alternatively you can add all survey recipients to an excel file and upload them all at once using the 'Upload Recipients' button below.
Step 3: Please now select the 'Survey Recipients' tab per below.
Step 4: Select the list you have just created from the drop down menu and click 'Add List to Survey'
Step 5: Click 'Finished'
5. How do I notify recipients to respond to the survey?
Step 1: To send reminders/initial notification please click the 'Remind' tab as shown below
Step 2: In the below screen you will see two tabs-'Recipients List' and 'Email Template'. Please navigate to 'Email Template'
Step 3: In the drop down menu you will see 'Notification' When you select 'Notifications' the default email template will appear in the box below it. You can edit the text for the notification email by editing the template. When complete click 'Save template'.
Step 4: Please now navigate to 'Recipients List' (item A) select the recipient list to receive the survey (item B). Then select 'Notification' from the drop down menu (Item C) and then click 'Send reminder Now' (Item D)
6. How do you view Responses?
Step 1: To view responses please click the 'Responses' tab as shown below
Step 2: When the below screen appears please click 'Search' to view all responses
Step 3: Alternatively using the 'Select Question' drop down menu below you can view responses for a particular question
6. How do I remind recipients to answer the survey?
Step 1: To send reminders/initial notification please click the 'Remind' tab as shown below
Step 2: In the below screen you will see two tabs-'Recipients List' and 'Email Template'. Please navigate to 'Email Template'
Step 3: In the drop down menu you will see 'Notification', 'Reminder' and 'Escalation Reminder'. 'Reminder' to send a gentle reminder and 'Escalation reminder' for more urgent reminder for users who have not responded. When you select each the default email template for each email will appear in the box below it. You can edit the text for each to your needs. When complete click 'Save template'.
Step 4: Please now navigate to 'Recipients List', select the recipient group, select the level of reminder from the drop down menu then press 'Send Reminder Now'
