1. Using Financial Reporting Compliance
  2. Distribute a Survey

Distribute a Survey

How you distribute a survey depends on whether it's assessment-based or stand-alone.

  • If users are to answer survey questions as they complete assessments, associate a survey template with an assessment activity as you create an assessment plan, or with an impromptu assessment as you create it.

  • If users are to respond to a stand-alone survey, initiate it. Initiation applies only to stand-alone surveys, not to those associated with assessments.

Initiate a Stand-Alone Survey

To initiate a stand-alone survey:

  1. Open the Initiate Survey page. Do one of the following:

    • Select the Create Risk Management Survey quick action from the Risk Management springboard. (Depending on the number of quick actions available to you, you may need to select a Show More option on the springboard.) In a Create Survey page, select a survey template and click OK.
    • In the Surveys work area, select the Surveys tab. In the Surveys page, click the Create icon. In the Create Survey page, select a survey template and click OK.
    • In the Surveys work area, select the Survey Templates tab. In the Survey Templates page, select the row for a survey template, then click the Initiate Survey button.

  2. In a General panel:

    • Name the survey, and use the Due Date field to set a due date. Optionally, write a description of the survey.

    • Optionally, use an Associated Object Type field to select a type of object the survey is to ask questions about. This may be Process, Risk, Control, or the name of a perspective hierarchy. Then use an Associated Object Name field to select a specific instance of that object. This may be the name of a process, risk, or control, or a value within a selected perspective hierarchy.

      Instead, you may leave the Associated Object Type field set to its default value, None. In that case the Associated Object Name field doesn't accept a value, and you can use the survey to ask questions that aren't focused on any particular object.

    • You may attach files to the survey.

  3. In a Participants panel, select people who are to respond to the survey.

    • You may select them individually. Click the Add icon and, in an Add Participants page, click check boxes next to the names of the people you want. Click the Done icon (it looks like a less-than symbol) to return to the Initiate Survey page.

    • You may select participant lists. Click the Add Participant List button and, in an Add Participant Lists page, click check boxes next to the names of the lists you want. Click the Done icon to return to the Initiate Survey page. Although you've selected lists, list members are displayed individually on the Initiate Survey page.

    • Remove unwanted participants: Select them in the Participants panel and click the deletion icon (×). Or, to remove everyone, click the Remove All Participants button.

  4. Select Submit.

You can secure the survey only after you create it. Save it, and the initiation page changes into the edit page. Or submit it, and the completed record of the survey becomes available in the Surveys tab. These pages display a Security Assignment button. Click it to authorize users as survey owners, editors, or viewers, or to assign user groups.

However, users you select as participants can respond to the survey without being authorized as survey owners, editors, or viewers.

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