---
title: "3. Survey List"
slug: "3-survey-list"
updated: 2024-01-25T20:47:51Z
published: 2024-01-25T20:47:51Z
canonical: "wiki.cobblestonesoftware.com/3-survey-list"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 3. Survey List

### **Survey List**

**Surveys/Questionnaires: Survey List**

Surveys/Questionnaires are essentially envelopes for questions. To use the questions, a survey/questionnaire must first be built to house them. The survey itself is then associated with a record.

**Create Surveys**

1. To work with surveys, navigate to **Manage/Setup** – **Surveys& Questionnaires** – **Survey List**.

![Survey List on Main Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Main%20menu%20to%20Survey%20List%20with%20Red%20Box.png)

2. On the side menu, click **Add New Survey**.

![Add New Survey in Events List](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Survey%20List%20Add%20New%20Survey%20with%20red%20box.png)

3. Give the survey a **Name**, select the **For Area**, toggle **Can Respondents See Scores**, and mark the survey as **Active**. Optionally, fill out the desired messages. To reference fields (e.g. Title, ID, etc.) in the Notification Subject or Notification Body, select them from the **Merge Fields** dropdown menu in the text editor. Click **Save Survey/Questionnaire**.

**![Survey Add](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20new%20Survey%20Body.png)**

**Add Survey Sections**

1. Enter a name for your section in the **New Section Name** textbox.

**Note:** Each survey/questionnaire must contain at least one section.

![Survey Form Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/New%20Survey%20adding%20sections.png)

2. After giving the section a name, decide if you want to assign the section to a specific role, then click **Add**

![New Section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Adding%20Sections%20zoomed%20marked%20up.png)

**Add/Remove Questions to Survey Sections**

1. Click **Manage** for the section to which to add questions. The section displays at the bottom of the screen.

2. Click **Add Question** to open the **Add Question** pop-up window.

![Manage Section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Manage%20Survey%20Section%20with%20red%20boxes.png)

3. Click the folder containing the question(s) desired.

4. Click the **plus icon** (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Plus%20Icon(1).png)) to add a question.

![Add Question ](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Question%20Window%20marked%20up.png)

5. Remove an existing question by clicking the X icon in the side of that question.

![Remove Question](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Section%20With%20Questions%20with%20red%20box.png)

**Scoring**

Surveys can be scored using the following question types: Drop Down, Checkbox, or Multiple-Choice

**Add Scoring to Survey Question**

1. **Click the pencil icon** next to an available response

![Edit Score](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Question%20for%20scoring%20with%20red%20box.png)

2. **Enter the numeric value** of the response

![Edit Score Value](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Edit%20Answer%20Score.png)

3. Click **Save**

![Save Button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Save%20Answer%20Score.png)

4. **Repeat** for each available response

**Setting the Scoring Key**

1. Click the **pencil icon** on the question's Scoring Key.

![Scoring Key](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Question%20for%20scoring%20highlighting%20scoring%20key.png)

2. **Set the calculation** for the Good Scores and click on **Save**.

![Good Score](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Edit%20Scoring%20Key%20-%20Good.png)

3. **Set the calculation** for the Bad Scores and click **Save**.

![Bad Score](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Edit%20Scoring%20Key%20-%20Bad.png)

4. **Click the X** in the top right of the pop-up window to close.

![Close Window](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Scoring%20Key%20With%20Scores%20with%20red%20boxes.png)

5. The **Scoring Key** will be updated to show what determines a good/bad score for that question.

![Updated Scoring Key](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Updated%20Question%20with%20updated%20key.png)

6. Repeat for each survey question to be scored.