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Procedure documentationCreating Surveys Locate this document in the navigation structure

Prerequisites

See Surveys.

Procedure

To create a survey:

  1. Choose   Assessments   Surveys   Survey Library  .

  2. Choose Create. The Create Survey dialog box appears.

  3. On the General tab, select a survey category, a title for the survey, and a description (optional).

  4. If necessary, specify the valuation type. The entries defined here are used for surveys, question categories, and answer types.

    Note Note

    Using valuation for risk analyses requires additional settings through the Customizing activities. Complete the activities listed under   Governance, Risk, and Compliance   Common Component Settings   Surveys  .

    End of the note.

  5. Specify whether the survey is to be activated or not.

    Note Note

    You cannot activate a survey without first creating one or more questions for it.

    End of the note.

  6. In the lower screen section, you can add questions as follows:

    • Choose Add to add questions that were previously defined.

    • Under the Actions menu, you can navigate within the questions (if there are many) or create a new question.

  7. Set the valuation or scoring, if used, for the survey questions. For more information, see Valuation and Scoring for Surveys and Questions.

    • Answer types Yes/No/NA, Rating and Choice support reconfiguring user-defined scores. If you select score based valuation for Valuation, you can view and change the predefined scores for each question. Select the Set Score link in the Set Score column.

    • The total score of one survey is the sum of scores for each question.

      Example Example

      Survey A has two questions (Q1 and Q2). The answers and scores are defined as following:

      • Question 1: Answers: 1.1 = 50; Answer 1.2 = 0

      • Question 2: Answers: 2.1 = 0; Answer 2.2 = 0; Answer 2.3 = 50

      The total score of the survey is the sum of all the answers. In the example, a submission with answers Q1 – Answer 1.1 + Q2 – Answer 2.1 = 50 as a total score. The highest possible score for this survey would be 100.

      End of the example.

  8. Save the survey. Your survey can now be included in a plan when you call up the Planner.

    Note Note

    • Your survey becomes visible on the Survey tab of the Risk or Activity screen after you create a plan in the Planner and have sent out the survey.

    • You can display the results of the survey by running the Survey Results report under   Reports and Analytics   Compliance  .

    End of the note.

More Information

Creating Questions for Surveys