Adding Surveys to Paths

Adding Surveys to Paths

Adding Surveys to Paths

Once primary admins have enabled surveys for the organization, admins will then have the ability to include them in learning paths.

How to Add Surveys in a Path

Admins will see Surveys as a step during the creation and editing flows for all learning paths. Here's what you need to do to set it up for a path. Once you reach the 'Surveys' step on the respective flows you can either:

  1. Add questions to the survey one at a time on the platform, or
  2. Import the survey questions from a file

Adding Survey Questions one at a time on the platform

Here's how you can set up the survey on the platform:

  • Click on 'Add Survey'.
    A section will be added automatically to the path and you'll be prompted to add a question to the survey.
    • You can type in the question and configure it to have the following response types:
      • Single Select
      • Multi Select
      • Likert Scale
      • Ratings
      • Free Text 
    • Each question can be configured as mandatory by turning on the 'Required' toggle on it.
    • Click on 'Done' once you've added the question to add it.
    • Once added, you can continue adding questions. You can add up to 25 questions in a section.
    • You can also change the sequence of the questions by dragging and dropping the question by the handle on its left.
  • You can add multiple sections to the survey by clicking on the '+ Add Section' CTA at the top right of the survey form.
    • You can add up to 10 sections in a survey. A section is added horizontally like a tab and you can open a section by clicking on the section title.
    • You can change the title of the section by clicking on the pencil icon next to the default section title.
    • You can also add a description to each section by clicking on the '+ Add Description' button under the section title.
    • Once multiple sections have been added, you can rearrange the sections as well by dragging and dropping the question by the handle on the left of the section title.
  • You can configure the survey to be mandatory by turning on the 'Mandatory' toggle at the top of the survey creation page.
  • Click on 'Save & Continue' to confirm the addition of the survey to the path. Once you click on it, the survey will be available to all the enrollments to the path who have not yet completed the path.

Importing Survey Questions from a Template File

Here's how you can import the survey to the learning path from a file:

Caution: This operation will remove any questions that have already been added
to the survey and replace them with the ones from the uploaded file.
  • From the 'Survey' step of the path creation flow, click on '+ Bulk Upload'. 
    A popup will prompt you to upload a file in a specific format.
  • In order to determine the correct format, you will have the option to also 'Download sample XLSX Template'. Click on it and open the downloaded file with an application on your system that allows viewing and editing .xlsx format files. The file will have the data validations and formatting to help make it easier for you to add questions, define the response type, the options in a question, and much more.
Notes to fill in the template file:
- Do not delete, add or re-arrange the rows and columns in the file.
- Cells that have data validaition should only be filled in with
the values that are available.
- Fill in the file with questions in the appropriate sections, options,
- A section will not be created if no questions are added to it.
- A question will not be created if any of the required fields in a row
are empty.
- Section title & description will always have to be manually added
on the platform.
  • Once the file has been set up, save it and upload it to the platform from the same popup.
    All the sections and questions, with their respective configurations, will be added to the survey.
  • Once the import is completed -
    • You can customize the section titles and add the section descriptions directly on the platform.
    • You can configure the survey to be mandatory by turning on the 'Mandatory' toggle at the top of the survey creation page.
  • Click on 'Save & Continue' to update the learning path with the survey.

Using Bulk Upload to replicate a survey from another path

The Bulk Upload method of adding surveys can be especially useful if you already have a survey added to one path that you want to duplicate to another path. Here's how you can import the survey questions from another path:

  • Open the learning path that already has the survey added.
  • Click on the 'Surveys' tab on the details page. 
  • You'll see a 'Download Template' button on the top right of the Surveys section. Click on it.
    The downloaded file will contain the contents of the survey in a format that is directly useable as a bulk upload.
  • Open the path in which you want to add the survey file. Click to edit it and reach the 'Surveys' step of the creation flow.
  • Click on the 'Bulk Upload' button at the top of the page and select the file that you downloaded earlier.
  • Once the import is completed, the survey will be replicated as intended.
- You will have to manually add the titles and the descriptions for each section.
- You will have to manually configure the survey as mandatory, if intended.
  • Click on 'Save and Continue' to update the learning path with the survey.

Once a survey has been added to the learning path, all enrollments who have not completed the path will be prompted to complete the survey. Admins will additionally be able to view the submissions that users have made. 

Impact of Editing a Survey

If you edit the survey and save it, you will see the latest version of the survey for all the users who have submitted it. That is:

  • Questions that were added after a user's submission will be depicted when viewing their responses, however, the user's response to such questions will be left as blank.
  • Questions that get removed after a user submits and responds to such questions will be deleted from the user response sheets as well.
  • Addition and removal of options will follow the same principles as above, that is, removed options will be omitted from all the response sheets, and added options will be depicted but left blank.

 

Read more:
- Enabling Surveys for your Organiziation
- Viewing Survey Responses


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