The portal contains a library of surveys and survey groups that can be imported into your local list of surveys where they can be sent as part of schedules. To move surveys or survey groups from the library into your local survey list:
- Go to the “Define surveys” section:
- Select the “LIBRARY” tab:
- Click the “IMPORT” button located on the survey or survey group you would like to import:
- Deselect the box labelled “IMPORT ASSOCIATED RISKS” if you would not like for the imported survey(s) to be pre-associated with risk(s) and then click the “IMPORT” button to finalise the move:
You will now see this survey group appear under the “SURVEYS” tab in the “Define surveys” section.
Note: If the survey you are importing is Archived in your local instance, the survey you are importing will be imported into Archive.