To fill out surveys that have been sent to you:
- Select the "Dashboard" tab:
- From there, click the “MY SURVEYS” tab which will take you to your surveys:
- Click the “START SURVEY” button: Make sure you have the current Entity selected on the left hand side and are in the Open Surveys
- To fill out responses, either click the “START SURVEY” button to start from the beginning or, to answer individual questions, click the “ANSWER” button next individual questions:
- For each question, click the box next to the response you wish to provide and click the “SAVE & NEXT” button to have the answer saved:
- At any time, you may click the “BACK TO SUMMARY” button if you would like to return to the survey’s list of questions.
- Click the “SAVE & REVIEW ANSWERS” button on the last question.
- You may now review and change answers if you like by clicking the “ANSWER” button on particular questions (see Step 4).
- To submit the completed survey, click the “COMPLETE SURVEY” button:
- You may also go back to your Survey's List to view all the other surveys to complete before submitting the survey you are working on incase multiple surveys tie into each other.
- You will now see the following text has replaced the “Start” button on the submitted survey:
WARNING: Once you have clicked “COMPLETE SURVEY” you will not be able to change your answers and these will be returned to the sender.
To finish filling out partially completed surveys:
- Select the "Dashboard" tab:
- From there you have the option of clicking either the “MY SURVEYS” tab or the “MY SURVEYS” button which will take you to your surveys:
- Click the “Resume” button on the unfinished survey you would like to complete:
- Unfinished survey questions will appear in red and you can complete these by clicking the “ANSWER” button:
- You will see a completion bar at the top of the survey that indicates what proportion of the survey answers have been completed. Already answered questions will appear in black and these responses can be changed by clicking the “ANSWER” button:
- To submit the completed survey, click the “COMPLETE SURVEY” button:
- You may also go back to your Survey's List to view all the other surveys to complete before submitting the survey you are working on incase multiple surveys tie into each other.
- You will now see the following text has replaced the “Resume” button on the submitted survey:
WARNING: Once you have clicked “
ter the survey has been completed. Completed surveys immediately become available to the sender.
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