Configure Survey Questions

Configure survey questions and answers, by engagement type, for a client organization's location. You must enable the survey option for a client manager, a worker, or both, in order to configure a survey. For more information about enabling surveys, see Survey.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. In the Countries area, click the text for a country in the Country column.
    The left navigation menu displays the client location settings.
  4. From the left navigation menu, select Settings > Survey.
  5. In the Survey Option section, click .
  6. Select the check box for a survey type to enable it for the engagement type. If you have already enabled a survey for a client manager or worker, skip to the next step.
  7. In the Questions List section, click the tab for an enabled survey type.
  8. Click . If you have not configured a list for an engagement type, this action starts a new list for the survey.
  9. In the Question Text field, enter text for the question.
  10. From the Response Type drop down, select the answer format. Choose from the following:
    • Radio Button
    • Single Select
  11. Select the Active check box to make the question available for a survey.
  12. Select the Omit Rating check box to remove the rating.
  13. From the Sort Order drop down, select the sort order for the question. This is the order that the question appears on the survey.
  14. In the Response List section, in the Response Option fields, enter text for your answers. Each question displays two fields by default.
  15. From the Sort Order drop down in the answer row, select the sort order. This is the order that the answer appears for a question.
  16. In the field in the Rating column, enter the rating for the question. This field is required if you do not select the Omit Rating check box.
  17. Click .