Administering Surveys


Surveys are used to create processes, marketing and quality control scorecards.  Data is collected and reported on individually or for a time period.  Questions can be created to record and compare data against acceptable ranges, yes or no compliance and creating weighted scorecards as in operations reviews.  Surveys are comprised of three elements - subjects, categories and questions.   You must create at least one subject, category and questions to take a survey.


  • Subjects - viewed as department or a similiar process across multiple categories of process or products.
  • Category - used to group questions within a subject matter.   Questions must be assigned to a category.
  • Question - specific data you are looking to capture


Location Console > Administration > Surveys

Building Surveys

(Please reference Tips & Tricks below before creating your Survey)


  • Subject - enter name and if needed a brief description of the subject matter.
    • Disregard option to add questions at this time.
  • Categories - use these as titles to organizing/group questions that have shared characteristics.
  • Questions:
    • Name - enter a brief description of the question topic
    • Description - enter body of the question
    • Category - topic you wish the question to appear under
    • Time Periods - if you wish to have the question answered at specific(s) time of the day enter those values here
      • e.g. 6:30AM or e.g. 6:30AM, 1:00PM, 10:00PM


  • Any - to record a data point and report on its value or average value
  • Values by Range - to assign a range that your data point MUST fit enter both the Min and Max values.  The survey will not accept a value outside of this range.  To assign an acceptable range for the recorded data point/value use Expected Values.  Assign Expected. 
    •  Typically used to avoid a typo i.e. entering 1000 instead of 100
  • Fixed Options - Creates a drop down or radio button list.  Each answer will need a value for evaluation.
    • Weighted Response is a value given to a data point to assign it a lighter or heavier importance in a group.  Yes could have a weight of 4 points  vs No having a weight of 0 points or Good, Better and Best could have values of 0,2 and 4 points.  Choose this option to set up questions with graded answers that are weighted by importance.
      • Expected Values are optional here.
      • For a two answer question you can add a level of evaluation to a cumulative score by placing the maximum value in both the Expected Minimum and Maximum Value.
      • For 3 or more possible outcome questions, you may place the optimum value or value range here to add a layer of evaluation.  e.g. in the example of Good, Better and Best where Better and Best are the desired outcome you would use an Expected Minimum of 2 and Expected Maximum of 4.
    • Non-weighted questions a Yes would have a weight of 1 point vs No having a weight of 0 points. Choose this option to set up yes/no questions that you would like to view a percentage correct result. 
      • Expected Values are used for reporting.  Enter the value of the answer to yes for both the Minimum and Maximum value.  In the example above both would by 1.
    • Multiple Drop Down entries typically would not be scored but do require a value.
  • Associate Questions to Subjects- once you have completed adding all of the categories and questions needed for your Survey you will need to add the questions to the Survey Subject.  Use the category filter to select the correct questions.

Tips & Tricks

  • Survey subjects, categories and questions will display in alphnumeric when created and when the survey is added.
    • Use combination of letters and number to achieve ordering.
    • Once you select a survey subject it will render category then questions in order of the first letter or number value.
    • To order categories and questions reference the following examples:
      • Category - 01 Food Safety (FS)
        • FS01 Question
        • FS02 Question
      • Category - 02 Receiving (R)
        • R01 Question
        • R02 Question
  • Keep formatting consistent when using caps, colons, abbreviations, categories etc.
  • Surveys can be copied from one location to other locations.
    • Type can be either between or within a location
    • Level can be Soft (allows user to edit the Survey and make changes to it) Hard (keeps the survey in sync with the Source location.  As changes are made they are updated in all of the destination locations.
    • Copying should be done in this order; Subjects, Categories and then Questions.

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