Creating a new survey

To add a Survey, select the Surveys Module and within the left-hand menu select Add Survey and follow the below steps;

1. Title – describe exactly what the survey will be used for, so other members of the team will be able to find the survey.
2. Sub Project - Link the survey to a specific project, consultation or engagement programme for reporting purposes.
3. Start / Close Date – Choose the date and time that you wish for the survey to be available for stakeholders to be able to submit a response.
4. Anonymous Responses – Choose whether to keep stakeholders details completely anonymous (selecting Yes), Optional or to always ask and capture this information (selecting No).
5. Default Stakeholder Category - If either 'Optional' or 'No' has been selected within the Anonymous Responses data field then the system will ask you to choose a Stakeholder Category that you wish to use as a default when saving stakeholders to the system.
6. Click SAVE to record the Survey within Tractivity which will take you to the View Survey screen so you can begin to build the survey questions required.

Please note that; your survey form may look different to the above example depending on the data fields that have been selected for your organisation to use and remember any information which has an * asterisk is mandatory and must be populated.