A survey template is a set of questions that you can reuse and edit for different survey distributions. This saves you time and effort when you need to send the same survey to different groups of clinicians or events.
How this saves your time on weekly training feedback
Use the same feedback survey template for weekly Intern education session
Surveys groups all the distributions and responses that use the same template.
Automatically name each survey distribution based on the education session topic or title
Step 1: Create a survey template
To create a survey that can be distributed to clinicians, you must first create a 'survey template'.
Start by opening the 'Surveys' feature on the left navigation bar of the dashboard.
From the surveys homepage click on the 'Create Survey Template' button.
Step 2: Add Survey Template Details
Type the name of the template and a description for what the template is for.
These are for dashboard users only to help identify the template you want to use when distributing a survey or attaching it to an event.
The description will be viewable from hovering your mouse over the information icon on the Survey Template homepage, which can help you identify the one you need without having to click into the template
After you add the survey template details, you can configure your survey questions.
Step 3: Configure your Survey
Here you construct the survey itself, everything you enter in this configuration will be what is viewed by the clinician who receives the survey.
Write an introduction to be seen by the clinician each time the survey is distributed. Let the clinician know what the survey is for and if there is any guidance they need to help them complete it.
Add questions to your survey
Save your survey
Current survey question types available
Should this topic be kept for next years learning?
Long free text responses perfect for finding out more
Tell us more about why you responded X
Can be used for Likert scales to measure either positive or negative response to a statement.
For best results use an odd number of options
Select one of the following to describe how you felt about today's session:
Statement: The topic will help me in my day-to-day clinical work
Answers: Strongly disagree, disagree, neutral, agree, strongly agree
Step 4 Preview your Survey
See how your survey will look to clinicians.
To make any updates, go back by clicking on the previous step in the workflow progression
Once you preview your survey template, you can save it and use it for future survey distributions.
Step 5 Save your template
After you preview the survey, save it!
This will take you to the Survey Template Details page, from here you can:
See all your survey distributions for that particular template
Send new distributions
Preview and edit the survey template
Well done! You are now ready to distribute the survey to your clinicians.