Assign a Survey to a Facility

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This article explains how to assign a Survey Template to a facility. It also shows you how to set the number of days before or after a rental when the survey will be sent to users.

Instructions

  1. Navigate to Facilities, then to Facility ListUse the Left Menu to click the Facility List under the Facility Tab.

  2. Expand a Location Use the Plus icon to expand the location options.

  3. Edit a Facility Use the pencil icon to edit a facility.

  4. On the Basics tab, specify the Survey settings Survey settings fields under the basics tab.

    • Survey Template: Select the survey template

    • Survey Timing: Indicate the number of days and whether you would like the survey to be sent before or after the session ends

      Note:

      If you enter 0 or leave the Days field blank, that defaults the survey to send the day that the session ends.

      Surveys currently ask the following:

      1. How would you rate {program}?

      2. How would you rate {organization}?

      3. How would you rate your instructor(s)?

      4. How would you rate the online technology used in the registration process?

      5. Do you have any additional feedback that will help us better serve the community?

        Note: Numbers 1-4 are a rating out of 5; Number 5 provides a text entry box for comments.

  5. Select Save FacilitySave facility button.

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