Create a survey and allow people vote on it (single or multiple votes per person). For example, create a survey for “What type of call did you just finish?” and use multiple votes per person to get a sense of the types of calls coming in today.

Surveys may be targeted to everyone, a supervisor group, custom user group, or activity.

Reminders:

• The five (5) most recently created active surveys are visible on the Today page.
• Once closed or archived, the survey cannot be re-opened and no additional voting allowed. 
• You cannot edit or copy an existing survey.
• Response totals are visible to all who can view the survey, but who responded is anonymous.
• You can set an effective date to schedule a future survey, and schedule an end date for the survey to close.

Creating a survey

Creating surveys is available to the role of scheduler and above.

In the survey module of the home page, click the pencil icon to view existing surveys or create a new one. 

Step 1: Basic properties

Type your survey question, then select the effective (start) date and close (end) date for this survey.

Allow multiple votes? May users reply more than once? 

Allow multiple selections? May users select more than one response option (i.e., check all that apply)?

After completing your selections, click Next.

Step 2: Add responses for this survey.

Click Add a response to create the first response option. Repeat to add additional response options.

After adding all response options, click Next.

Step 3: Choose people to participate in this survey.

Default is everyone (global), or click the drop-down to select an Activity, Supervisor tree, or Custom user group. If not everyone, select the target group.

When finished, click Create survey. Your survey will be visible to the selected group for the specified dates.

To review survey responses, navigate to the list of surveys and click the name of the survey.