Publishing Training Surveys

Once a survey has been created, it is important to preview the draft survey before publishing and making it available for use. Ensure the structure, grammar, spelling and established options are working as intended.

From the Questions tab, select the Preview button and select Draft for an option to preview the draft version of the survey.

After reviewing your questions and layout, close the preview and return to the Questions tab.

Select the Publish button to officially publish and make this survey available. Once a survey is published, it can be associated with one or more items.

Surveys can be associated with multiple item entities. Upon completion of the item, the user will be prompted to launch the survey. If a survey is required for course completion, learning history credit will not be granted to the user until the survey is completed.

This association can be made from the survey entity’s Item Usage tab. It is only possible to associate one survey of each type per item. Therefore, if a survey is already associated with an item, you will receive a warning message while attempting to associate another survey. You are given the option to remove the previous survey with the current one or cancel the association process.

The administrator has the ability to remove course evaluations and follow-up surveys from user entities, which is especially useful for overdue surveys. This can be done by accessing the Surveys tab of the user entity or using the Manage Assignments tool.

Surveys can be launched from the Survey link after course completion or directly from the user’s learning plan. The survey can be launched from the learning mobile app as well.

When the survey is launched, a clear indication of whether it is anonymous or not will be prominently displayed at the top. Additionally, if the survey has been set to be mandatory for item completion, a warning message will alert users if they have missed or skipped any questions upon submission.

For optional surveys, users have the flexibility to skip questions as they see fit before submitting. This means that the questions within the survey are also considered optional, giving users the freedom to omit any that they prefer not to answer.

Users can remove optional surveys from their learning plan, like a self- assigned item.

When the user gets to the last page of the survey, a Submit button will be available to submit the completed survey. As a user completes the survey, there is an option to save the survey. This allows the user to complete a lengthy survey later.

Once a survey has been submitted, it is automatically removed from the learning plan. There is no completion status recorded in the learning history for surveys.