How to manage survey templates and assignments

Surveys / Types of Assessment (Administration › Customisations) lists the survey templates available on your account.

Steps

  1. Filter the cards by name. Click a card for its options.

    The Types of Assessment page showing survey template cards
    Types of Assessment.
  2. Open takes you into the survey’s question set. Companies lets you choose which companies that survey type is assigned to.

Per-company answers and recommendations

To change the standard answers or recommendations a survey offers for one company, go to Survey Downloads, open a survey’s View Questions, and edit its answers / recommendations there.