Create a survey type
Go to Pulse → Survey types → Create survey type, name it, then choose which of your company's questions admins can use in its templates.
A survey type groups templates that share a purpose, such as manager feedback. It also decides which questions admins can choose when they build a template of that type. Templates then decide which questions employees get.
The prebuilt survey types, in the Pulse and Lifecycle groups, come with Pulse. Survey types you create go in the Custom group.
Before you start
A survey type you create can only offer questions your company wrote. Vantage Circle questions are shared by all companies and can’t be added. So add your own questions first.
Steps
- Go to Pulse → Survey types and select Create survey type.
- Type details. Enter a Survey type name of up to 120 characters. Add a Description of up to 400 characters. Admins see it when they choose a survey template. Select Continue.
- Available questions. In the Question library, open a topic and select the questions you want, or select Add all. Your choices appear in the list beside it. Add at least one question.
- Select Create survey type. You’ll see Survey type created.
Each of your questions belongs to one survey type at a time. Adding a question here moves it out of the survey type it was in, so admins can no longer pick it for templates of that other type.
What happens next
The new type appears under Custom. Admins can choose it when they create a survey template. Changing a survey type’s questions later doesn’t change templates or surveys that already exist.
You can’t delete a survey type.
Change a survey type
Open the row’s menu:
- Edit changes the name, description and available questions of a type you created. For a prebuilt type, the name and group are fixed, but you can change its available questions.
- View available questions shows the questions without changing anything.
- Duplicate starts a new survey type from this one. A copy of one of your own types starts with the same questions. A copy of a prebuilt type starts with none.
If something goes wrong
“A survey type named … already exists for this company” Each name has to be different. Choose another.
“Some question changes were not saved. Review the current questions before trying again.” Part of the save failed. Check the available questions and save again.