The `Surveys` feature enables administrators, board members, and authorized users to collect feedback, gain insights, and allow owners to vote on various topics. Surveys can exist independently or be attached to other features such as `News Announcements` and `Tasks`, providing a flexible way to engage users and make collaborative decisions. Surveys help eliminate back-and-forth communication in emails or comments when making group decisions by centralizing questions, responses, and results in one place. --- ## Key Concepts ### Survey Types by Attachment - **Independent Survey** — A standalone survey not attached to any other feature. - **News-Attached Survey** — A survey embedded within a news announcement. - **Task-Attached Survey** — A survey embedded within a task for decision-making. ### Question Types Surveys support three question types: - **Multiple Choice** — Respondents can select more than one option. - **Single Choice** — Respondents can select only one option. - **Short Answer** — Respondents provide a written text response. ### Result Visibility - **Private Results** — Only administrators and authorized users can view results. - **Public Results** — Anyone with access to the survey can see results after submission. - **Anonymous Results** — When enabled, individual voter identities are hidden in the results. ### Access Controls - **Receiving Buildings** — Specifies which buildings the survey applies to. - **Receiving Groups** — Specifies which user groups will receive and respond to the survey. ### Survey Status - **Active** — A survey that is open for responses. - **Archived** — A survey that has been closed and removed from the default view. Surveys cannot be deleted — only archived. --- ## Prerequisites Before using the `Surveys` feature, ensure the following: - You must be part of a [[User Groups Overview|User Group]] that has access to manage Surveys. - For attaching surveys to other features, you need appropriate permissions to create `News Announcements` or `Tasks`. - Receiving user groups and buildings must be set up in advance to properly assign survey recipients. --- ## Wiki Contents Explore the following guides to learn how to use the `Surveys` feature: - [[Creating a Survey]] - [[Editing a Survey]] - [[Archiving a Survey]] - [[Viewing Survey Results]] - [[Attaching Surveys to News and Tasks]] - [[Filtering Surveys]] --- ## Common Use Cases - **Board Voting** — Board members vote on issues without long email threads. - **Budget Approval** — Owners vote on renovation budgets with attached supporting documents. - **Announcement Feedback** — Collect reactions to a news announcement (e.g., event RSVPs). - **Task Decisions** — Assign a survey to a task so assignees can vote on how to resolve an issue. - **Owner Polls** — Gauge owner sentiment on community topics with anonymous voting. --- ## Important Notes - Surveys **cannot be deleted**. Use the [[Archiving a Survey]] workflow to remove them from active view. - Once a survey receives its first submission, **editing is locked**. See [[Editing a Survey]] for details. - All surveys — independent, news-attached, and task-attached — always appear on the main **Surveys page**. - Recipients receive an email notification when a survey is created, with a direct button to fill out the survey. --- ## Related Features - [[News Announcements Overview|News announcements]] — Surveys can be embedded inside announcements. - [[Tasks Overview|Tasks]] — Surveys can be attached to tasks for voting on issue resolutions. - [[User Groups Overview|User Groups]] — Controls who can create, manage, and respond to surveys.