Feedback / Surveys
Use the Feedback pages to design surveys and gather results.
Screenshot
Adding a Survey
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Select Collaboration from the main menu.
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Select the Feedback tab.
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Select Add or Surveys > Add.
Add >> Survey window displays. -
To use a copy of a previous survey, select the previous survey name.
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Type the Name of the Survey.
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Select Save.
New survey displays in list. -
Select Survey.
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If desired, make changes to the Name.
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Type or change Header (help).
Example: Give instructions on filling out the survey, i.e., select the best day for the holiday party. -
Type or change Footer (help).
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Select check boxes to provide Access: Employees and/or Managers who receive the survey.
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Select Timestamp: automatic (real time log) or manual (date/time entered). If manual, survey recipient enters a date.
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Select Options: Link to Employee and Allow Comments
Explanation: Link to Employee - records the employee internal id when they respond to the survey.
Allow Comments - allows comments in addition to choosing a multiple choice answer.
Enabled - posts the Survey so it is active and can be used. -
Select Save.
Items entry area displays below Survey. -
Select Add to add a question.
Question window displays. -
Select Order.
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Type Question (up to 30 characters).
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Select Type of question using the drop-down list.
Explanation: If you choose Single or Multi Select values, use the Values box to enter the value choices recipients will select from. You enter one value per line. -
Type Pattern. Optionally used for validating input. For assistance with this, pleaseĀ open a new support ticket.
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Type any additional Help instructions.
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Select Required (if recipient must complete the Survey) and Enabled (so the question is active and can be used).
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Repeat the previous steps for as many Questions as you desire and when done, select Save.
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Select Save to save the survey.
Note: The Survey is delivered to Manager and/or Employee accounts in the TeamWork portal they log in to. Results display in your Feedback tab under Results. See Adding a Survey Result.
Example:
Reviewing Survey Results
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Select Collaboration from the main menu.
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Select the Feedback tab.
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Select Results.
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Use the Menu Button to select the survey with the results you want to view.
Results display. -
Select Summary to display the summary of results.
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Change the date information.
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Select Details to display details. Use filters to search information.
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Select Comments to display comments.
Adding a Survey Result
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Select Collaboration from the main menu.
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Select the Feedback tab.
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Select Results.
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Select Add.
Feedback window displays the survey. -
Select answers to survey questions.
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Select Save.