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Platform Usage

Articles in this section are for general users of Platform.

Platform Administration
Articles in this section may be useful to technical staff maintaining the infrastructure of the Platform.

Platform FAQ
Articles in this section provide answers to frequently asked questions on the Platform appliance.

Platform Release Info and Roadmap
Articles in this section give release notes and links to see the product roadmap.

Platform Resource Centre

Platform Ideas Portal

Option > Administration > Survey Templates

When you click on the Add Survey Template button, the following screen is displayed.

  1. Enter a name for the new template.

  2. Enter a meaningful description for the template.

  3. Click Save.

You will then see a screen similar to the one below;

Surveys use Groups to divide questions into different areas. As a minimum, a survey must have one group. When you click on the Add Group button the following screen is displayed.

  1. Enter a title for the group.

  2. Enter a meaningful description for the group.

  3. Click Save.

You will then see a screen similar to the one below.

  1. To add questions to the group click on the hyperlink. The following screen is displayed;

  1. Expand the Survey Questions accordion.

  2. Click Add Question.

The following screen is displayed.

  1. Tick if you do not want to include in the participant's email.

  2. Enter the question. You can insert images and format the text using the tools above the box.

  3. Select the Answer Type.

  4. Select the Response Template.

  5. Specify the minimum and the maximum number of response that they can make. O means that they do not need to answer the question.

  6. Click Save.

  1. Click on the ‘breadcrumb’ to go back and add more questions.

  1. When you have added the required questions for the group click the ‘breadcrumb’ to go back to the survey.

You can then repeat the process adding as many groups and questions as you require.

  1. Use the sliders to reposition the groups if required.

  2. Edit the group.

  3. Delete the group.


Publishing the Survey

  1. When you have added the required groups and questions you should select Publish Draft. The following message will be displayed.

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