Quick surveys
Quick surveys allow users to start filling out a survey without creating any tasks or linking it to an organizational unit. Quick surveys are disabled by default. To use them in the system, contact personal manager.
In the Quick surveys tab, users can see all the quick surveys created by them. Filters can be used to find surveys that match specific criteria.
How to create a new quick survey template
There are two ways to create a new quick survey:
- Create a new template on the Survey settings tab.
- Allow using an already existing survey template for quick surveys.
Any user that has the right to create and edit surveys can also create a quick survey template.
To use the already existing survey template as a quick survey template, enter the Survey settings tab, open a folder containing the desired survey template and go to the editing menu by clicking the button opposite to the template. The editing menu will open, select the Quick survey checkbox and press the Save button.
How to create a quick survey
Go to the Quick surveys tab and click on the Create survey button.
The menu to create Quick surveys will open. Select a template and click on the Create button. A store can also be selected if needed.
Once created, the quick survey will appear in the list and a user will be able to start filling it.
How to fill out a quick survey
Only an author of a quick survey can fill it.. To fill out a survey, click on the icon.
To view a quick survey that has been filled, select the corresponding checkbox in the list. A menu will appear on top of the list, letting the user:
- View a report on the selected quick survey
- Download a report on the selected quick survey
- Delete the selected quick survey. Both completed and uncompleted surveys can be deleted. Delete function is available to the quick survey author or their supervisor..