Create a survey
View video
- From the navigation bar, click Content>Authoring>Surveys.
The Surveys page opens.
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On the Surveys page, you can search for and view existing surveys. You can also:
- Add (create) a survey
- View the properties for a survey
- Copy a survey
- Delete a survey
- Click Add.
The Survey Properties page opens.
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On the Survey Properties page, you define the properties for a survey.
Fields
Title: Type a title for the survey.
Description: Type a description for the survey.
Questions: Click Add to add questions to the survey. On the Survey Question Properties page, type the question and select the question type.
Links: Click View Links to see any associated links to training activities or content objects.
- Enter a title for the survey
- Enter a description for the survey.
- From the Questions box, click Add to add questions to the survey.
The Survey Question Properties page opens.
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The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Add questions to the survey. Do any of the following:
Add a rating question- On the
Survey Question Properties page, in the Question box, type the question.
The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Select the Required check box if the question is required.
- In the Type drop-down list, select Rating.
The rating type fields appear.
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Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
- Complete the fields.
- Click Add.
Add a multiple choice question- On the
Survey Question Properties page, in the Question box, type the question.
The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Select the Required check box if the question is required.
- In the Type drop-down list, select Multiple Choice.
The multiple choice fields appear.
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Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
- Complete the fields.
- Click Add.
Add a multiple response question- On the
Survey Question Properties page, in the Question box, type the question.
The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Select the Required check box if the question is required.
- In the Type drop-down list, select Multiple Response.
The multiple response fields appear.

Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
- Complete the fields.
- Click Add.
Add a checkbox question- On the
Survey Question Properties page, in the Question box, type the question.
The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Select the Required check box if the question is required.
- In the Type drop-down list, select Checkbox (Yes/No).
The checkbox (yes/no) fields appear.
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Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
- Complete the fields.
- Click Add.
Add a date question- On the
Survey Question Properties page, in the Question box, type the question.
The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Select the Required check box if the question is required.
- In the Type drop-down list, select Date.
The date fields appear.

Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
- Complete the fields.
- Click Add.
Add a short answer question- On the
Survey Question Properties page, in the Question box, type the question.
The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Select the Required check box if the question is required.
- In the Type drop-down list, select Short Answer.
The short answer fields appear.

Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
- Complete the fields.
- Click Add.
Add a long answer question- On the
Survey Question Properties page, in the Question box, type the question.
The Survey Question Properties page is where you define a question for a survey and select its type. Based on the type that you select, additional fields appear.
Fields
Question: Type the question.
Required: If the question is required (must be answered), select this check box.
Type: Select one of the following types:
Rating
Fields
Min Label: Type the label for the minimum or low end of the scale.
Max Label: Type the label for the maximum or high end of the scale.
Start Value: Type the start value for the rating scale.
End Value: Type the end value for the rating scale.
Multiple Choice
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Multiple Response
Fields
Choices: Click Add to access the Survey Questions Options Properties page where you can add a choice. Repeat to add more choices.
Add Other Choice: When selected, this check box allows you to add additional choices.
Checkbox (Yes/No)
Fields
Default: Select the default state for the question. Select either Not Checked or Checked.
Date
Fields
Start Year: Type the starting year for the date range.
End Year: Type the end year for the date range.
Short Answer
Fields
Text displayed before user input: Type the text to display before the user input box.
Text display after user input: Type the text to display after the user input box.
Size of input: Type the number of characters of input per line (width of input area).
Maximum characters allowed: Type the maximum number of characters acceptable.
Long Answer
No additional fields when question is Long Answer type.
- Select the Required check box if the question is required.
- In the Type drop-down list, select Long Answer.
The long answer fields appear.

No additional fields when question is Long Answer type.
- Complete the fields.
- Click Add.
- Repeat step 6 until done.
- On the Survey Properties page, click Add.
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