This guide explains how to create a new `Survey`. Surveys can be independent or attached to other features such as `News Announcements` or `Tasks`. For information on attached surveys, see [[Attaching Surveys to News and Tasks]] For a general overview of the feature, see [[Surveys Overview]]. --- ## Prerequisites - You must belong to a **User Group** that has permission to manage `Surveys`. - Receiving user groups and buildings must be configured. --- ## Steps to Create an Independent Survey Follow these steps to create a standalone survey that is not attached to a news announcement or task: 1. Navigate to the **Surveys** page. 2. Click the **Add a Survey** button. 3. In the attachment section, leave the default selection as independent (do **not** select `News` or `Tasks`). 4. Enter a **Title** for the survey. 5. Set a **Due Date** — the deadline by which respondents must submit their votes. 6. Configure result visibility: - Toggle **Make Results Public** if you want anyone with access to the survey to see results after submitting. - Toggle **Anonymous Results** if you want to hide voter identities in the results. 7. In the **Access** section: - Select the **Receiving Buildings** that the survey applies to. - Select the **Receiving Groups** — the user groups assigned to respond to the survey. 1. Add your questions (see [Adding Questions](#adding-questions) below). 2. Click the **Create** button to publish the survey. --- ## Adding Questions For each question in the survey: 1. Click **Add Question**. 2. Select a **Question Type**: - **Multiple Choice** — Respondents select more than one option. - **Single Choice** — Respondents select only one option. - **Short Answer** — Respondents enter a free-text response. 3. Enter the question text and, if applicable, the answer options. 4. Optionally, attach any relevant **files** to the question (e.g., supporting documents, images, PDFs). 5. Repeat to add additional questions as needed. --- ## What Happens After Creation Once the survey is created: - All users in the **Receiving User Group** will receive an **email notification** with a button linking them directly to the survey. - Recipients can click the button in the email to open the survey and submit their votes. - Administrators and users with survey management permissions can view results at any time. See [[Viewing Survey Results]]. --- ## Important Notes - After the first submission, the survey can **no longer be edited**. Plan your questions and settings carefully before saving. See [[Editing a Survey]]. - Surveys cannot be deleted — only archived. See [[Archiving a Survey]]. - If the due date passes, the survey remains visible. It must be archived manually. --- ## Related Guides - [[Creating a Survey]] - [[Editing a Survey]] - [[Archiving a Survey]] - [[Viewing Survey Results]] - [[Attaching Surveys to News and Tasks]] - [[Filtering Surveys]]