How to work with the Survey Builder tool to adapt an existing template from the Survey Library
Step 1: Create a copy of an existing survey template
- Navigate to Surveys section
- Click Create new survey
- Choose Use template
- Scroll through the our template bank and click on the template you want
- Click the grey icon Duplicate survey
- Confirm by clicking Clone (NB: it may take a while for your copy to be ready!)
Step 2: Edit the survey title
- Click on the Edit symbol next to the title of the survey
- Edit the title (you can leave the original title and just remove "Copy of")
- Click Save
Step 3: Edit the survey content
How to add a new module?
- Click Add new module
- Type the name of your module
- Click Save
How to add a new question?
- Click on the module you want to add the question to
- Click Add question
How to edit an existing question?
- Click on the question you want to edit
- Edit the question text
Questions with national benchmarks.
Questions that have a national benchmark will have a warning "Question has a benchmark. This question has a national benchmark, making changes to it will remove it". For these, we suggest keeping the original - this will allow you to benchmark your organisation against others. If you decide to proceed with editing the question, that will create a new custom question for you that won't have the National benchmark applicable.
Step 4: Review the final survey
- Click Preview to click through the survey as a respondent without having your test answers saved
- Click Download questions in pdf to review the questions in a pdf and to share with a team member for proofreading