Completing and Viewing Surveys

Modified on Thu, 10 Oct, 2024 at 3:18 PM

Get instant feedback from users with a simple pop-up on the assessment report screen or published document.



Contents


Introduction

Surveys are a built-in feature for assessments and documents, allowing users to provide feedback on their experience from an assessment pop-up on the report screen, or completed document screen.


Note: You can only see surveys if your organisation has enabled this feature on Work Author




How to complete a survey

Once you have completed an assessment or document, you will see a pulsing icon on the bottom right of your report screen/completed document screen.


Surveys on Assessment Report Screen
Surveys on Document Completion Screen


  1. The icon will pulse a few times before automatically opening the survey. You can also click on the icon to open the survey.
  2. Click on the stars to provide a star rating between 1-5. 
  3. Click on the blank text box to type qualitative feedback.



4. Click submit once you have finished completing the survey. The icon will change to a tick and then disappear.


You can only take one survey per assessment or document completion.



How to view and download survey responses


Note: Only Work Author users with certain roles can perform actions described in this section. 



1. From your dashboard, click on “Surveys” on the left-hand menu.

2. Click on the survey that you want to view the responses for.


You will be taken to the survey’s responses page. Here, you will be able to see the overall star rating for the survey, star ratings for all the individual questions, and a list of survey submissions from most recent to least.

 

3. Click into a survey submission on the list to view the individual responses and any qualitative feedback they may have provided. 


If you want to use data about completed surveys outside of Work Author, you can easily download it as a .csv file. The .csv download is only for completed surveys.


1.  From the survey responses page, if you want to download all the responses, simply click on the "Download CSV" button. You don't need to set a timeframe for the responses.


2. If you want to download a particular timeframe of responses, set the left calendar date to when you want the earliest response to appear in the download, and set the right calendar date to when you want the latest response to appear in the download.


Your file will download straight to the downloads folder on your computer.



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