Intake Survey

You can build survey questionnaires from Intake, which can be sent to the participants. Based on the response from the participants, you will now be able to make a better decision on whether to accept the Intake or not.

Creating an Intake Survey

To create an intake survey, follow the steps below:

• From the Manage Intake page, select the Intake for which you want to create the survey.
• Click the icon on the top navigation bar, and then select Survey.
  
  The Survey page will be displayed. If there are any surveys already created, it will be displayed here.
• Click Create New Survey. The Create Survey pop-up appears. 
  
• Enter a name for the survey (required).
• By default, scoring will be enabled for the survey. You can turn it off, if required.
• Specify the lowest possible and highest possible score.
  Note: These are the lowest and highest scores that can be assigned to the individual questions in the survey.
• Click Create. You will be navigated to the page where you can either upload sections/questions or manually add sections/questions.
  Note: 
  -Survey thus created will now be displayed in the Draft tab.
  -Users with the role Project Requestor cannot create a survey.

Manually adding sections

8. To build your Survey by adding sections/questions manually, click Add Sections/Questions. The Add Sections pop-up will be displayed. 
9. Add the section name, line by line.
10. Click Add to create and add the sections. Once the sections are added, you will be navigated to the Sections page, where you can add new sections/questions.
    Note: To add a new section, click New Section. 
11. To add multiple questions to the section, click Add Questions. The Add Questions pop-up will be displayed. 
12. You can add each new question in a new line. Specify the Answer Header, select the Answer Type, and mark if the question is mandatory.
13. Click Add to add questions to the section.
14. To add a single question to the section, click Add New Question. The question fields will be displayed.

Uploading Sections

1. To upload sections and questions through a file, select Upload Documents. The Import File pop-up will be displayed.
2. You can either upload a standard format file or any file of your choice and then follow the standard upload procedures, by configuring the sections and questions.
3. Once the section and questions are added/configured, click Next on the top navigation bar. The Total scores page will be displayed.
4. You can turn off the scoring for a question by turning off the scoring toggle.
   Note: This page will appear only if scoring is enabled for the survey.
5. Click Next. The Participants page will be displayed.
6. Click Add Participants to add new participants. The Add Participants pop-up will be displayed. 
7. Specify the username or email address of the user whom you want to add as a participant and then click Confirm.
   Note: 

• You can add multiple participants.
• To remove a participant, click the icon. 

22. Click Send to send the survey for the participants to respond. A confirmation pop-up will be displayed.
23. Enter the message for the participants and click Send.

Note: 

• Once the survey is sent successfully, it would appear in the sent tab. 
• Only one copy of the Survey will be sent and all participants will be collaborating on the same copy.
• To delete a survey, click the associated delete icon.

Responding to Survey

Once the survey is sent, participants will receive an email notification intimating them about the survey. 

To respond to survey, follow the steps below:

1. Click RESPOND NOW from the email. You will be navigated to the survey answering page.
   Note: 

• To view any associated documents, click View Documents.
•  To view the intake’s details, click View Intake Details.

2. You can respond to the questions and click save to save your answers.
3. Click Review to review the responses.
4. Once reviewed, if you wish to make any changes, click Back.
5. To complete the survey, click Complete.
6. A confirmation pop-up will be displayed. Click Complete.
   
   Note:

• Once the participants respond to the survey, it would appear in the Completed tab.
• Users can also respond to the Surveys under the Sent tab in Intake Survey page as well.
  
• Participants can participate in a survey, however, cannot create a new survey.
• You can retake the survey by clicking the three-dot menu, and then selecting Retake Survey.
• You can delete the survey by clicking the three-dot menu, and then selecting Delete Survey.