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User Guide: How to Build Your Own Surveys in Question Bank

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1. How to Build Your Own Surveys in Question Bank (Admins or managers with access only)

1.1 Navigate to Question Bank within Surveys & Happiness, and click Get Started

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1.2 Populate ‘Survey Title’, ‘Survey Description’, and anonymity settings

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1.3 Choose manager visibility rights, and Automate (if applicable)

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1.4 Scroll to Question Bank to review topics. Topics in Question Bank are linked to key pillars for measurement/scores within the Management Dashboard

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1.5 Select the questions you would like to add to the survey, then click ‘Add to survey’

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1.6 Your question will now be populated in Survey with measurement pillars attached

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1.7 Either select ‘Choose recipients’, ‘Save draft’, ‘Preview’ or ‘Save and Publish’. To see how preview works click HERE

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2. Adding Additional Questions

2.1 To add additional questions, scroll back up to Question Bank and repeat step 1.5 (above)

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2.2 Your questions will now be populated in the Survey with measurement pillars attached

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2.3 Either select ‘Choose recipients’, ‘Save draft’, ‘Preview’ or ‘Save and Publish’. To see how preview works click HERE

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3. Adding Custom Questions

3.1 To Add custom questions select ‘+Add Custom Question’

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3.2 Populate your question and select Answer type from the drop down box

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3.3 Either select ‘Choose recipients’, ‘Save draft’, ‘Preview’ or ‘Save and Publish’. To see how preview works click HERE

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4. How to Build Custom Surveys. Only custom made questions will be editable

4.1 To build a custom survey follow steps 1.1 through to 1.3 (above)

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4.2 Scroll past Question Bank to Survey, and click ‘+Add Custom Question’

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4.3 Populate your question and select Answer type from the drop down menu

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To learn how to preview, reorder all survey types and send surveys using our pre-made organizational scientist backed templates click HERE

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