Generate a derived survey with unique questions

You can add a survey model that poses a unique set of questions to each of the surveyed. In the survey model, select the one survey per surveyee check box. Using this approach, you add the employees or persons to be surveyed to the survey using a selection.

This is not possible in the case of an anonymous survey. The employees have to use InSite to complete the survey. That is why only employees that are defined as users in Profit can take part in a survey by name. If an employee is not yet defined as a user, you add a user and link the user to the employee.

Add a survey

1. Go to: General / Survey / Configuration / Survey model.
2. Open the properties of the survey model.
3. Go to the tab: Surveys.
4. Click on: New. 
5. Enter the description.
6. Select Define in the Status field.
7. Select the Subject.

   Your options depend on the properties of the survey model.

8. Click on: Finish. 

Add respondents (persons to be surveyed) to a survey

You add respondents using a selection by contacts.

To add a selection to a survey:

1. Open the properties of the survey.
2. Go to the tab: Selections.
3. Click on: New. 
4. Select the desired selection.
5. Click on: Finish. 

   Use the Display selection action to check who is part of the selection.

For example, you can display a preview of the survey using Actions (F8) /Survey example. For informational purposes, you can record the start and end date, but they do not affect when the survey is conducted.