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Creating and Distributing Surveys

This section provides an overview of survey distribution and discusses how to:

Use the Survey Setup page (EO_PE_SV_DEFN) to establish a survey definition and identify survey questions.

Use the Survey Setup - Recipients page (EO_PE_SV_RC) to specify survey recipients using defined distribution lists and individual user IDs.

Pages Used to Create and Distribute Surveys

Page Name

Definition Name

Navigation

Usage

Survey Setup

EO_PE_SV_DEFN

select Portal Administration, then select Survey, then select Maintain Surveys, then select Survey Setup

Establish a survey definition and identify survey questions.

Survey Setup - Recipients

EO_PE_SV_RC

select Portal Administration, then select Survey, then select Maintain Surveys, then select Recipients

Specify survey recipients using defined distribution lists and individual user IDs.

Understanding Survey Distribution

Once a survey is distributed, it becomes locked and no new questions can be added; however, you can still add new recipients and send them the survey, or copy the survey to create a new survey.

When surveys are distributed, the system sends recipients an email informing them that there is a survey that they need to complete, with a link to their survey. A blind carbon copy (BCC) option is available, to prevent the system from displaying the recipient names in the email that is generated. Recipients can click the link to access the survey and complete their responses to each question. Survey questions appear in ascending order based on the sequence number that was specified for each question when the survey was defined. The survey can be saved and edited by the recipients as needed while it is being worked on. After it is complete, the recipient submits it. Once submitted, the survey can't be modified. During this procedure, the system updates the survey status accordingly, assigning one of the following values:

  • Not Started.

    The initial value for a survey when it is distributed.

  • In Progress.

    The assigned value once a recipient saves a distributed survey.

  • Completed.

    The assigned value once a recipient completes and submits a distributed survey.

Survey Setup Page

Image: Creating Surveys Page

The following example illustrates the Survey Setup page. Access the Survey Setup page (Portal Administration, Survey, Maintain Surveys, Survey Setup) as shown below.

Survey Setup page

To set up a survey:

  1. Specify the survey ID, description, and requested completion date.

  2. Define the survey questions.

    For each question, indicate the associated response type and the expected response. These fields are unavailable for entry once the survey is sent.

    For each survey question, complete the following fields:

  3. Indicate who will receive the survey.

    You can use distribution lists and user IDs to define the survey recipients.

  4. Save and distribute the survey.

Survey Setup - Recipients Page

Image: Survey Setup - Recipients Page

The following example illustrates the Survey Setup - Recipients page. Access the Survey Setup - Recipients page (Portal Administration, Survey, Maintain Surveys, Recipients) as shown below.

Survey Setup - Recipients page

You can specify survey recipients by individual user ID and by defined distribution lists.