⚙ > General > Survey Management

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⚙ > /FlowFitSurvey/

It is possible to create Task-level or Project-level surveys, evaluation grids or checklists to rate the quality of a FlowFit task or project.

• Step 1: Build a FlowFit survey questionnaire

• Step 2: Choose a General or Checklist Survey type for the questionnaire

• Step 3: Attach the FlowFit survey to a service or a project template.

How to build the FlowFit survey questionnaire

⚙ > /FlowFitSurvey/

To create or modify a survey, go to ⚙ > General > Survey Management

Pro-tip:
Check out https://surveyjs.io/create-survey and https://www.youtube.com/watch?v=Klo5b3d7Qfo for more videos and documentation about the survey questionnaire builder SurveyJS.

1. Click on the ‘’Create survey’’ blue button and a ‘’NewSurvey’’ will appear at the bottom of the survey list.

2. Click on the pencil icon to edit the survey with the Survey Creator.
   

   

3. Name (1) and Design your survey with a couple of sample questions (3, 4) which you can drag and drop from the Toolbox.

4. Save (2) your work in progress on a regular basis (wait until ‘’✓ Saved’’ appears before closing the survey) and use the Test Survey tab to run it.

How to translate the FlowFit survey questionnaire

How to convert your questionnaire into a checklist, survey or evaluation grid

1. Once your questionnaire is built, go under ⚙ > General > Survey Management

2. Select Checklist Survey type to use your questionnaire as a project or a task checklist.

3. Select General Survey type to use your questionnaire as a task survey. or evaluation grid.

 How to attach a FlowFit survey to a project template

If you’d like to have a project-level checklist a survey, which will be attached to a project and not only a task:

1. Go to ⚙ > Administration > Project templates

2. Select the FlowFit Survey you wish to link to the project template as your checklist
   

   

3. Create a new FlowFit project, go to the Checklist tab, and test the survey.

How to attach a FlowFit survey to a task

If you’d like to have a task-level checklist, evaluation grid or survey which will be attached to a specific task within a workflow:

1. Link the evaluation grid to the service to evaluate under ⚙ > Administration > Services
   

   

2. Add the service to evaluate within your workflow under ⚙ > Administration > Workflows
   

   

3. Create a new FlowFit project, assign and complete the evaluated service, and test the survey.