Create and edit survey

Create your first survey with 10xPeople in less than a minutes with the following easy steps.

Create a Survey

Note: Please make sure the hierarchy is correct and functions are assigned to all the L1 leaders. If not, then the tool won't allow creating a survey.

Step1: Go to the survey management tab (3rd icon in the left panel)

Step2: Click on "Create Survey" from the center or top-right most corner of the screen

Note: Create Survey button would only be enabled for the subscription users. For non-subscription users, please contact us at [email protected].

Step3: Find the relevant template that you want to roll out or create your own survey using the Create Custom Survey option

Step4: Select the Create survey option in the pop-up if the org-hierarchy is correct

Step5: Select the audience, add/remove questions, add the name, select start, & end date. Preview the details and hit Schedule.

https://youtu.be/m8O4K205Jo4youtu.be

States of the survey

Status	Description
Not activated	Survey creation started but not scheduled yet
Not yet live	Survey is scheduled to go live at the start date
In-progress	Survey is live
Closed	Survey has been closed and the results are ready
Published	Survey results have been published with the L1 leaders (L1 leaders will only be able to their org report unless they are super-HR)

Edit a survey

Select the survey from the survey management dashboard that you wish to edit.

Delete Survey

Note: A survey with only Not yet live status can be deleted. Once the survey goes live, a survey can't be deleted.

Delete the survey by clicking on 3-dots menu

Change the start/end date

The start/end date can be changed from the details page of the survey. Click on the survey from the survey management dashboard and change the start/end date.

Note: The End date can only be changed when the survey is in the "In Progress" state (before the survey ends). Once the survey ends, the end date field won't be editable.

Edit the audience

If new people have been added to the tool or a few people have been removed or managers have been changed for a few existing people, then the user can sync the hierarchy and update the new hierarchy for a survey from the audience tab on the details page of the survey.

Step1: Click on the Sync Changes button on the audience tab

Step2: Confirm the Sync Changes in the confirmation pop up and hierarchy update is done

https://youtu.be/lVb8LorAcmoyoutu.be

Note: The audience can be only updated before the survey start. Post survey start, changes on the audience page won't be allowed.

Publish Report

Once the survey is closed, the report can be published to the L1 leaders. L1 leaders will get access to view their org report.

The report can be published in 2 ways:

• Publish Report button on the dashboard

• Publish Report button on the details page