Creating and Editing Surveys
Click the New Survey button at the top right to create a new survey from scratch or click the edit button (pencil) next to an existing survey to edit it.
From here, you can edit every aspect of the survey: it's title, survey type, whether or not the results are shared back to participating students and the content of the questions themselves.
Any questions marked as required will be highlighted red, as in the example above, to make it easy when scrolling through a long list of questions to identify which are required and which are optional.
Questions can be reordered by clicking the up and down arrows or deleted with the trash button.
Surveys can be broken into sections. It is recommended that 360 surveys are broken into sections, which you can think of as a skill or trait (e.g. Teamwork or Competency) since this will create a powerful report for the survey results, breaking down student progress across specific traits. This article explains how 360 survey reporting works.
The following question types require you to enter options that users will select when completing the survey: Dropdown List (selected above), Radio Buttons and Checkboxes. In the above example, this is the Strongly Agree, Somewhat Agree, etc. list. Each option has a point value that can be assigned to it, which is used for charting the results and averaging in the reporting if you select that this question should be averaged.
Single Line Text and Multiple Line Text are just that: use single line when you want to constrain the students response to a single line of text and multiple line when you want a paragraph or more.
- Required: setting a question to required means the survey cannot be submitted until this question is answered.
- Included in Average: includes the value entered for this question in the averages for 360 Survey Reports and the Survey Dashboard.
- Results Release: option only available in 360 peer evaluations. The response will be released back to the user targeted by the question. For example, in a 360 peer review, the student being reviewed can see the results of their peers' feedback. These results can be set to be anonymous (select Anonymize on release, as pictured below).
- Note that anonymous settings apply to the entire survey, not a single question.
Click the Edit/Send Surveys button from Surveys Dashboard or click Settings > Surveys.
To preview a survey, click the survey name or Eye button.
This page explains how to send surveys. For how to set when the results should be released back to students, click here.
Surveys can be triggered to send immediately. When sending a survey, you can optionally set a due date and you select some of all of your projects to include in this survey. In the Survey Editor, find the survey you want to send, click the Send Now button and follow the prompt to immediately distribute this survey to your selected project teams.
You can select a due date to close the survey out and prevent students from completing the survey late (or leave it blank to leave the survey open) and add a custom notification message.
Schedule by Date
Click the Schedule by Date to send your survey on a specific date or dates. This is useful if you need to match a schedule laid out in your syllabus. Simply click the plus button to create a new instance and set the date to ensure your survey will go out on the appropriate days. Each new line is an additional instance of the survey and in the example below, the peer evaluation will be sent on 11/09/2022 and with no additional dates set. A due date can be selected as well, or you can click the x to clear it and have no due date.
Schedule with Automation
This feature is useful for setting a regular cadence to your surveys, save time, and ensure all of your teams are surveyed uniformly.
To use Automation, click Edit Schedule
Most commonly, surveys are scheduled x number of weeks into a project and set to recur until the project ends. You can add more scheduled instances of this survey with the plus button at the bottom or click the X next to any survey item.
Click Add due date if you would like to set one to this scheduled survey.
A simple way to automate your surveys, is to set it to repeat a number of days/weeks/months into or after the project. You can set this to end repeat after a particular number of times or you can have it repeat indefinitely until you archive the project. In the above example, this survey is sent every 7 weeks, up to 2 times. So it sends on week 7 and again on week 14.
You can even schedule surveys to distribute after a project ends. The example below has a survey scheduled for 1 day after the project is archived (ended). Scheduling a survey after archive is especially useful client surveys, to check in with them after a project is completed and get their feedback.