Publishing Surveys

Once a survey is created to gather feedback or information, it can be published so that relevant users can access and respond to it. KREDO supports publishing surveys for Course-related and General surveys.

Course-Related Surveys

Publish a survey for a specific course to the relevant users who must respond to it.

Publish a Course-Related Survey

1. Under Menu, click Surveys.
2. Against the relevant survey, hover over the three-dot menu under the ACTIONS column.
3. Click General.
4. Select the required course from the Select Course dropdown.
   • Select Course is a mandatory field.
   • This option is applicable when the survey Type is set to Course.
5. Click Publish.
6. To change the selected course, select another course from the Select Course dropdown.
7. A success message confirms that the course-related survey has been published successfully.

General Surveys

Publish a survey for the platform or general feedback to the relevant users.

Set Survey Reminders

1. Against the relevant survey, hover over the three-dot menu under the ACTIONS column.
2. Click General.
3. To set reminders for assigned users before the survey ends, click Add Reminders.
4. Enter the required Days, Hours, and Description.
5. To add multiple reminders, repeat the process.
6. Click the tick icon to save the reminder.
7. To delete a reminder, click the bin icon.
8. A success message confirms that the survey reminder has been created successfully.

Select Users

When the survey Type is set to General, you can publish the survey to users based on the following options:

• Users – Publish the survey to one or more users.
• Groups – Publish the survey to one or more groups.
• Job Levels – Publish the survey to one or more job levels.
• Job Role – Publish the survey to one or more job roles.
• Role – Publish the survey to one or more roles.
• By Excel – Upload user details using an Excel file.

Publish by Excel

1. Under By Excel, click Download Sample Format.
2. Download the Excel template in .XLS, .XLSM, or .XLSX format.
3. Open the downloaded template.
4. Enter the required user details and save the file.
5. Click Choose File and select the completed Excel file.
6. Click the relevant action button to upload the file.

Note: The downloaded template does not contain any data.

When uploading the Excel file:

• New rows can be uploaded using existing values in the email/username column.
• Existing values may be overridden when new rows are uploaded.
• If existing data is updated along with new rows, both the updated data and new rows are uploaded successfully.

Apply Filters

Use the AND/OR Filters to refine the list of users based on multiple criteria. Filters can be applied to fields such as First Name, Joined, Last Login, Reporting Manager, DOJ, and other available fields.

AND Filter

The AND Filter displays records that meet all selected conditions.

Example:
If you select First Name = "John" AND Joined = "2023", the results display users named John who joined in 2023.

OR Filter

The OR Filter displays records that meet at least one of the selected conditions.

Example:
If you select First Name = "John" OR First Name = "Sarah", the results display users named either John or Sarah.

Combine AND and OR Filters

You can combine AND and OR conditions to refine the results further.

Example:
If you select:

• First Name = "John" AND Joined = "2023"
• OR
• Last Login = "Last 7 days" AND Reporting Manager = "David Smith"

The results display users who meet either of the specified condition groups.

After setting the required filters, click Apply to view the filtered results.

Publish to All Users

To publish the survey to all users on the platform:

1. Enable All Users.
2. Click Schedule.

Publish to All Filtered Users

To publish the survey to all users who match the applied filters:

1. Apply the required filters.
2. Click Publish All Filtered Users.
3. Click Schedule.

Schedule a Survey

1. Enter the Start Date. This is a mandatory field.
2. Enter the End Date, Start Time, and End Time.
3. Click Enroll.
4. A success message confirms that the survey has been published successfully.
5. The admin is redirected to the Assigned Users option.

Reschedule a Survey

For assigned users, follow the same process used for publishing a survey to reschedule the survey.

Unpublish a Survey

To unpublish a survey after completing the required actions, click Unpublish.

Related Topics

• Creating Surveys
• Unpublishing Surveys
• Editing Surveys
• Viewing Surveys
• Deleting Surveys