Skip to main content

Managing Program Surveys

Manage your program surveys, including viewing, filtering, duplicating, editing, and deleting survey content.

1. View Created Surveys

  1. Select Administration from the top menu bar

  2. Select Surveys from the dropdown menu

  3. The list of created surveys will display on the All Surveys page

Surveys are listed by Survey Name. The All Surveys page displays the following information for each survey:

  • Survey type

  • Event type

  • Anonymous status

  • Number of questions on the survey

  • Times sent

  • Responses

  • Response rate


2. Search and Filter Surveys

  1. Enter a keyword, such as a word in the survey title, in the search bar

  2. Select the magnifying glass icon to search

  3. To filter surveys by type, select the dropdown arrow in the All Survey Types box

  4. Select Reset to reset the survey list


3. View Survey Report

  1. Select the Go to Surveys Report icon

  2. You will be redirected to the Survey Reports page to view survey responses


4. Duplicate a Survey

When a survey is duplicated, all questions, answer types, and formatting are copied directly, and a new survey is created.

  1. Select the Duplicate Survey icon

  2. A copy of the selected survey will display in the list of surveys. The row will be highlighted light blue

  3. The duplicated survey will use the same name as the original, with the word Copy added to the beginning. We recommend editing the duplicated survey to update the name


5. Edit a Survey

  1. Select the Pencil icon next to the survey you want to edit
    ​

  2. The selected survey will open

  3. Select the Pencil icon at the top of the page, next to the survey name to edit the following fields:

    • Survey Name

    • Survey Type

    • Event Type

    • Anonymous Response (for post-interview or post-match surveys only)

  4. Select Save to save your edits

  5. Select Cancel to cancel your edits

Managing_8.png

6. Edit an Individual Survey Question

  1. Select the Pencil icon next to the question to edit an individual question
    ​

    Managing_9.png

  2. The Edit Survey Question window will open, allowing you to edit the following fields:

    • Question

    • Type

    • Answers list (if applicable)

  3. Select Save to save your edits

  4. Select Cancel to cancel your edits

    Managing_10.png

7. Delete an Individual Survey Question

Note: Survey questions that have already received a response cannot be deleted or edited.

  1. Select the red X icon within the survey question line

  2. A confirmation window will appear, asking you to confirm the question deletion

    • Select Confirm to delete the question

    • Select Cancel to cancel the question deletion


8. Delete a Survey

  1. Select the red X icon
    ​

    Managing_11.png

  2. A confirmation window will appear

    • Select Confirm to delete the survey

    • Select Cancel to cancel the survey deletion

      Managing_14.png

Note: Surveys that have already received a response cannot be deleted or edited.


For additional questions or support, please contact our team by emailing customercare@thalamusgme.com.

Did this answer your question?