Create a new survey

The Board Evaluation module is accessible from the top menu. If you need this module added to your portal, please contact your account manager.

Steps to Create a New Survey

1. Access the Survey Creation

- Click the "Add a New Survey" button at the top right, or navigate to the Board Evaluation home page and select "Add a New Survey" there. You can also view previous surveys in this section.

2. Set Up Survey Details

- Enter the survey name and due date. These details can be edited later if necessary.

3. Edit Survey Introduction

- In the Introduction area, you can edit the survey title, description, and due date by hovering over and clicking the text section. Changes are autosaved automatically.

- To view the survey as recipients will see it, click "Preview."

Adding Custom Questions

Add New Sections
- Select "+ Add New Section" to incorporate your own questions into the survey. The evaluation survey will include both the existing survey content and your custom entries.
- Note: The custom section appears separately in the report and will not be included in the summary with other sections or in the year-over-year summary.

Design Your Section
- Start by adding a section title, then add your questions. You can choose between scale questions and open questions.
- You can add up to 10 scale questions and 3 open questions. For each, decide if you want them to be required.

Ongoing Edits
- You can continue to edit and change your custom questions any time before sending out the survey.