How to create a SharePoint Survey in under 5 minutes

This post will discuss how to create a Survey in SharePoint using out of the box functionality and nothing else! The example we will use is to create a survey that asks employees to answer questions about their previous training in the organisation.

Step 1: Ensure the ‘Team Collaboration Lists’ Features is activated.

As an administrator, navigate to ‘Site Settings’ -> ‘Site Features’. Scroll down the list and ensure that the ‘team collaboration lists’ feature says ‘Active’. If it doesn’t click ‘Activate’. If you aren’t an administrator, you need to find one to get them to activate this feature. (It usually is though on collaboration / team sites).

teamcollaborationlistsfeature

Step 2 : Create a new Survey list from the ‘create’ menu.

Now that the relevant feature is activated, you should now be able to navigate to the ‘Create’ menu which is accessible from the ‘view all site content’ menu item. Once on the menu select ‘Survey’ list and call the list ‘Training Survey’.

create-survey-list

Step 3 : Add questions to your survey

It’s time to add some questions about the employees training needs, so lets ask away! You can obviously select your own questions and choose the relevant answer type (e.g yes/no, text, number, radio list, etc). My questions were :

  • Have you been trained in SharePoint?
  • Have you received Agile training?
  • Do you know how to raise a Change Request?
  • Do you know how to fill in a risk assessment form?

Step 4 : Configure your survey

As this stage you may be totally happy with the survey and it’s ready to go! however, there may be a few things you want to do from here.

survey-list-settings-picture

Navigate to the survey settings page and lets deal with permissions and branching logic.

Branching Logic

Branching enables you to do some simple conditional testing of an answer. For example, if you ask “Are you male or female”, based on a “male” answer you can take the them straight to question 3 and skip the “Do you like make-up” question. Although …. 😉

To set-up branching select the question you want to branch from in the ‘Survey settings’ page. From there it’s fairly straight-forward. My example below, illustrates it.

survey-list-branching-picture

Advanced Settings

One final groups of settings that you may want to make is around who can edit and view the answers when they are input. This can be quite important if you do not want a user who has responded to be able to see all the other users answers. The settings below illustrate this. You may also want to turn of search crawling if you don’t want the answers to appear in search results.

survey-list-advanced-settings-picture

Thats it! All you need to do now is ask your users to fill in the survey and voila!

Want to know how we have improved SharePoint Survey ?

If you are interested in seeing how our new product, DocSurvey, enhances the SharePoint Survey by offering the following features, please get in touch :

  • Quizzes – with pass marks and scores.
  • Quizzes – configure whether answers, marks are shown.
  • E-Learning – create questions that are information only, ideal for creating an E-Learning Module.
  • Tight Integration with DocRead, so you can send a quiz/survey to any group of users and request that they complete it.
  • Reports – analyse which questions people are struggling on.
  • Reports – A/B testing. (assign 1 quiz to multiple docs and see which is the most effective training method).
  • Assign a Quiz / Survey to a document to gather feedback.
  • Ability to embed video, images and html questions.
  • and many more features.

Read more about DocSurvey

Leave a Reply 2 comments

Tev - August 3, 2016 Reply

Unnecessary heteronormativity in your branching logic section there 😛

Subbu - February 22, 2017 Reply

This worked. Thank you.

Leave a Reply: