Survey card

Language: Sets the language for navigation elements in the questionnaire (e.g. the Back and Forward buttons).

Title: The title on the questionnaire's title page. So, the title should be short but precise such as "Employee satisfaction".

Status: You can set 2 statuses:
Ready for publishing means that the survey is created and can be published now. You must set this status for automatic publishing on Publishing date.
Draft means that the survey is still work in progress. You don't even need to fill in mandatory fields.

Publishing date for the survey: If a date is entered, the survey is published automatically on this date (at night time between 2:00 and 4:00). If you don't enter a date, you can publish manually. This is especially useful if you want to publish the same day.

Scheduled reminder (days before Response deadline): You can define that recipients who haven't answered will receive an automatic email reminder. Enter the number of days before the date entered under Response deadline.

Response deadline: The latest date the recipients can respond to the survey. The user is informed about it on the survey's start page. You can adjust the response date also after publishing until 1 day before expiry.

Responsible employee: Your internal survey responsible.

Category: A survey can be added to a category for structuring purpose.

Company: The company this survey is related to.

Survey introduction: This text shall introduce the recipient to the survey, its intentions and purpose. The text is displayed after the user has selected the button in the email. Once the user has read this text, they can open the questions.

Attachments for the survey: Allows to add attachments, e.g. more information about the survey's purpose. This information is displayed on the start page of the questionnaire.

Logo: A picture that follows the survey, usually your company logo. The logo is displayed on the top of the questionnaire's title page.

Here you create the questionnaire itself.

Each questionnaire has at least one, but preferably several themes (a kind of title/subject for the questions). This helps you to structure the content; and for the recipients it's easier to interpret your questions correctly.

Tip! Grab the icon with your mouse to move a question in the list.

+ Theme: Creates a new "heading".

+ Question: Creates a new question for this theme. The Question card opens.

Number of questions: Displays the number of questions in this theme. To open the questions, click the theme's title.

Note!
Delete deletes the theme and all its questions. If you only want to delete questions, open the theme first.

Here you can find all recipients, their response status and their responses. Recipients who have answered, are highlighted with a green checkmark (). Those who didn't answer have a red cross (). In this case, you can send a reminder.

You can also add missing recipients after publishing.

+ Recipients: Opens the list of recipients from the partner register. Select the recipients you want to add. If you can't find the recipient in the register, go to Contracts - Partner and create the recipient there.

Show responses: Displays the answers from this recipient once the recipient has returned the survey. There, you can also download attachments added to the response, both to your PC and to the partner card (your contact person at House of Control AS can help you with setting up the related fields).

Send reminder: Sends an automatic email with a reminder do answer the survey. Once sent, the status changes to Reminder sent.

Export responses: Exports all answers to Microsoft Excel.

Subject: The subject of the email that shall inform users about this new survey.

Content: The body text of the email that shall inform users about this new survey.

PDF files, Excel files or similar following the survey. The recipient finds the file on the questionnaire's start page.

Delete: Surveys in status Draft can still be deleted. Once published, this is no longer possible.

Preview: You can check your survey before sending it to the recipients. This functionality is only available in view mode.

Publish: Publishes a survey immediately. The survey is sent to the selected recipients/suppliers.

Copy: You can always copy a survey and adjust it for re-use.

Edit: Most of the fields can't be changed after publishing. But you can add recipients and change the expiry date.