How to Create a Survey

Overview

ShareVision comes with several built-in general surveys that can be used as-is or tailored to your requirements. Surveys are a special type of list and as such retain many of the same list features such as the list toolbar and List/Library Settings page.

Surveys can be set up as an Anonymous Form which allows them to be completed without having to login to ShareVision. This is a great way to share surveys with your clients or the people you support or their family members. 

Requirements/Dependencies

Before working with Surveys on your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 
• Have developed a plan for the information that you'd like to collect from a Survey on your ShareVision site. 

How to Access 

1. Login to ShareVision with a user account that has Site Administrator permissions. 
2. Select the gear in the upper right hand corner and then select Site Administration:
   
3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
4. In Site Administration, select Add a New Survey in the List and Libraries section:

Create a New Survey

1. Choose the Survey name.                                                                                                                                                                                                                       
2. Add a description (optional)
3. Decide if the responses should include the user names in the Survey responses or to keep responses anonymous
4. Choose if multiple responses from a single user is allowed
5. Click Next
6. Create the first question for your Survey                                                 
   1. Type your question into the box
   2. Select the type of question you would like it to be
   3. Decide if a response is required or optional
   4. Choose if all answers to the question must be unique values
   5. Select how you would like the choices to display for the question
   6. Choose if 'Fill-in' choices are allowed for the question
   7. Select if the Default Value should be a Choice column or Calculated Value
7. Once the Question information has been complete, select Next Question to create a new question following the directions in step 6
8. Once all questions have been created, select Finish

If certain questions require additional explanation, Form Help Configuration can be added to Surveys to aid users when completing the Survey.

Using the Survey

To display the newly created form, it must be added as a PagePart to a selected Page

1. Select the gear in the upper right hand corner and then select Site Administration:
   
   
   
2. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
   
   
3. In Site Administration, select Configure Portal Settings in the Portals and Pages section:
4. Select the Portal and Page you'd like the Survey to be on, then click New PagePart
5. Enter the PagePart Name                                                                                                               
6. For Type, select List
7. Under Data Source, select the Survey created in earlier steps
8. Complete the rest of the PagePart settings as desired
9. Press Save

The Survey will now be displayed on the selected Page for users to complete

View Survey Responses 

For privacy reasons, Survey responses will not be shown in the PagePart. Accessing the answers is done through Site Administration.

1. Click on the gear icon in the top right corner of the page, go to Site Administration.                                                                                 
2. Under Lists and Libraries, select View All Lists and Libraries                                                                                                                 
3. Use the search bar to search for your survey name, then click on it
4. From here, click Show All Responses                                                                                                                                            

Add Additional Questions to an Existing Survey 

1. Navigate to the survey and click on the gear icon to Edit Page Part
2. Expand the Data Source segment of the page part settings, and open the List Settings
3. Click Add a Question - use the Next Question option to continue to add more questions
4. Click Finish to save and exit

(Optional): You can add follow-up questions through branching. To do so create the main question and the follow up question(s) through step 3, then click on the main question to edit its settings. Scroll to the bottom of the page and use the Branching Logic section to arrange the questions.

Content Types

Unlike traditional lists on your ShareVision site, Surveys do not have the ability of adding Content Types. Each Survey will need to be created new from Step 1.

Edit/Delete a Survey Question 

1. Navigate to the survey and click on the gear icon to Edit Page Part
2. Expand the Data Source segment of the page part settings, and open the List Settings
3. Click on a question in the Questions section.                                                      
   • Edit: Make your changes. Specify branching logic, if applicable. Click OK to save.
   • Delete: Click Delete. Click OK on the pop-up confirmation window.                                                               

Delete a Survey 

1. Navigate to the survey and click on the gear icon to Edit Page Part
2. Expand the Data Source segment of the page part settings, and open the List Settings
3. Click Delete This Survey to delete it