This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
Edit a Survey
To edit a survey, go to Surveys > Edit.
Edit a section name
To edit a section name, go to Surveys > Edit > Edit Section Name. Enter in name and click Update Section Name to save.
Edit a question
You can edit a question directly within the survey. Once edited, click out of the question and the question will be automatically saved.
Note: You will see a blue loading bar at the top of your screen indicating the edit has saved.
Delete a question
To delete a question:
Go to Surveys > Edit
Ensure you are on the correct section
Under the question and answer type, select Delete
Delete a section
To delete a section:
Go to Surveys > Edit
Ensure you are on the correct section
Select the down arrow next to Edit Section Name and select Delete
Duplicate a survey
You can duplicate a survey for quick creation.
Go to Surveys > 3 Dot Icon > Duplicate
Confirm by selecting Duplicate Survey Template
The duplicate survey will have the same title and 'Copy' included
Select Edit to configure the duplicate survey (optional)
Rearrange sections or questions
You can rearrange sections or questions in a survey by clicking and dragging. To so so:
Go to Surveys > Edit
Hover over the section or question until you see a 6 dot icon at the top
Click, hold, and drag up or down
Delete a Survey
🚀 What's next?