> For the complete documentation index, see [llms.txt](https://docs.xto10x.com/getting-started/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xto10x.com/getting-started/quick-start-guide/create-survey.md).

# Create and edit survey

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

## **Create a Survey**

{% hint style="info" %}
**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.
{% endhint %}

**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

{% hint style="info" %}
**Note**: Create Survey button would only be enabled for the subscription users. For non-subscription users, please contact us at *<support-10xpeople@xto10x.com>*.
{% endhint %}

**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.

{% embed url="<https://youtu.be/m8O4K205Jo4>" %}

## 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     | <p>Survey results have been published with the L1 </p><p>leaders (L1 leaders will only be able to their org</p><p>report unless they are super-HR)</p> |

## Edit a survey

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

### **Delete Survey**

{% hint style="warning" %}
**Note**: A survey with only **Not yet live** status can be deleted. Once the survey goes live, a survey can't be deleted.
{% endhint %}

![Delete the survey by clicking on 3-dots menu](https://2012713663-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M56ah0Q6AQ4b5wRJeAE%2F-MOkgUT9mzhFpiS8PyKq%2F-MOkhkRYMtzj1djEIxFw%2FScreenshot%202020-12-17%20at%206.09.46%20PM.png?alt=media\&token=e6da7e5b-b221-40e7-81d2-4df82aed2eaf)

### **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.

![](https://2012713663-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M56ah0Q6AQ4b5wRJeAE%2F-MOkgUT9mzhFpiS8PyKq%2F-MOkidX7C4YajQfEsaAA%2FScreenshot%202020-12-17%20at%206.13.31%20PM.png?alt=media\&token=daf6eb31-e620-43e5-a325-77942b0a8afb)

{% hint style="warning" %}
**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.
{% endhint %}

### **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

{% embed url="<https://youtu.be/lVb8LorAcmo>" %}

{% hint style="warning" %}
**Note**: The audience can be only updated before the survey start. Post survey start,  changes on the audience page won't be allowed.
{% endhint %}

### 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

![](https://2012713663-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M56ah0Q6AQ4b5wRJeAE%2F-MOkgUT9mzhFpiS8PyKq%2F-MOknOcpKB8hwxiuzFjt%2FScreenshot%202020-12-17%20at%206.34.30%20PM.png?alt=media\&token=d00954f3-3fd5-496a-a4cf-74ee95ad4a2a)

* **Publish Report** button on the details page

![](https://2012713663-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M56ah0Q6AQ4b5wRJeAE%2F-MOkgUT9mzhFpiS8PyKq%2F-MOknWUpEdAzy9UgQ_Re%2FScreenshot%202020-12-17%20at%206.33.44%20PM.png?alt=media\&token=d84e3a88-e2b3-457a-b64e-3b8e89253739)