---
title: "4. Add/View a Survey on a Record"
slug: "4-addview-a-survey-on-a-record-1"
updated: 2026-10-08T18:50:48Z
published: 2026-10-29T16:48:09Z
canonical: "wiki.cobblestonesoftware.com/4-addview-a-survey-on-a-record-1"
---

> ## 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.

# 4. Add/View a Survey on a Record

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**4. Add/View a Survey on a Record**

*12. Surveys & Decision Trees › 2. Surveys/Questionnaires › 4. Add/View a Survey on a Record*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Individual records — contracts, requests, and others — have their own **Surveys** tab (labeled **Ratings & Surveys** on contract records) for viewing any **surveys** already attached to that record. A survey template is added to a specific record via the "**Attach Survey**" action in that record's **Actions** dropdown menu, under **Record Actions** alongside other record-level operations like Update with VISDOM and Print / PDF. Once attached and completed, the resulting **responses** surface centrally in **Surveys** > **Survey Results**, where each row shows the Survey name, the specific record it's On, a Due date, and a **Responses** completion count (e.g. "5/5 completed"); "**View results**" opens the full response grid for that survey instance, with respondents as columns and questions grouped by section, and an optional "Show scores" view.

# 2. Key Elements

- A record's own **Surveys** tab (**Ratings & Surveys** on contracts) lists the **surveys** already attached to that specific record, with each survey's **Participants**, **Complete** count, **Date Due**, and **Status**.
- The "**Attach Survey**" action, found in a record's **Actions** dropdown under **Record Actions**, is how a survey template gets added to that individual record. The **+ Add survey** button on the record's Surveys tab does the same.
- The **Attach a Survey** page sets the survey template, a unique **Survey Title**, open and due dates, who responds (**Respondent Type**), and whether respondents may re-take it.
- **Surveys > Survey Results** centralizes every survey instance attached to any record, showing the **Survey** name, the **On record** it belongs to, a **Due** date, and a **Responses** completion count.
- "**View results**" on a Survey Results row (or **Review results** on the record) opens the full response grid for that instance, with respondents as columns and questions grouped by their Section.
- A "**Show questions as columns**" toggle and a "**Show scores**" checkbox in the results grid offer alternate views of the same response data.

# 3. Navigating to a Record

1. From the Contract Insight homepage, click the **Requests/Contracts** icon in the left navigation bar.
2. Select **Contracts** (or **Requests**, depending on the record type).

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-01.jpg)

1. Locate the record in the list (use the **Search** box or column filters if needed).
2. Click **Manage** on the record's row to open it.

![Contracts list with the Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-02.jpg)

# 4. Attaching a Survey to a Record

## 4a. Opening Attach Survey

1. Open the record (see Section 3).
2. Click the **Actions** dropdown in the upper-right corner of the record.
3. Under **Record Actions**, select **Attach Survey**.

![Record Actions dropdown with Attach Survey highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-03.jpg)

**Tip:** You can also click **+ Add survey** on the record's **Surveys** / **Ratings & Surveys** tab (see Section 5).

## 4b. Completing the Attach a Survey Form

The **Attach a Survey** page opens, showing the record type and record name beneath the title.

1. **Select a Survey** (required): choose the survey template to send.
2. **Survey Title** (required): enter a unique name for this record's survey.
3. **Response Open Date**: optionally set when responses open. Leave blank to open immediately.
4. **Response Due Date** (required): set the date and time responses are due.
5. **Respondent Type** (required): choose **Assigned Vendors** or **Internal Employees**.
6. If you chose **Internal Employees**, select **Which internal employees?** should respond: **Employee Assigned**, **Additionally Assigned Employees**, **Employees Assigned to Record's Department(s)**, and/or **Pick Specific**.
7. **Allow Re-taking**: choose **Yes** or **No**.
8. Click **Add Survey**. Click **Cancel** to return to the record without attaching the survey.

![Attach a Survey form with all fields and the Add Survey button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-04.jpg)

**Note:** An assigned survey cannot be deleted once a respondent has begun it.

# 5. Viewing Surveys on a Record

1. Open the record (see Section 3).
2. Click the **Surveys** tab (**Ratings & Surveys** on contract records). Use the arrows at either end of the tab bar if the tab is not visible.
3. Review the **Surveys** list, which shows each attached survey's **Title**, **Participants**, **Complete** count, **Date Due**, and **Status**. Click **+ Add survey** to attach another survey.

![Ratings & Surveys tab with Add survey, Manage, and Review results highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-05.jpg)

1. Click **Manage** on a survey's row to expand its respondents, showing each **Respondent**, whether they have **Attested**, and their percent **Complete**. Click **View** next to a respondent to open their individual response.

![Expanded survey row showing respondent, attested, and complete columns](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-06.jpg)

1. Click **Review results** to open the survey's full response grid (see Section 6c).

# 6. Viewing Survey Results

## 6a. Navigating to Survey Results

1. From the Contract Insight homepage, click the **Surveys** icon in the left navigation bar.
2. Select **Survey Results**.

![Surveys menu with Survey Results highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-07.jpg)

## 6b. Using the Survey Results List

The **Survey Results** page lists every survey attached to a record, with the **Survey** name, the **On record** it belongs to (click the record name to open it), the **Due** date, and the **Responses** completion count.

1. Use the **Search** box or the column filters to find a survey.
2. Click **View results** on the survey's row.

![Survey Results list with Search, column headers, and View results highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-08.jpg)

## 6c. Reading the Results Grid

The results page shows the responses to that survey, per record and per respondent. By default, each respondent is a column and questions are listed as rows, grouped under their section heading.

![Survey results grid with Show questions as columns, Show scores, respondent column, and section row highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-09.jpg)

## 6d. Changing the Results View

1. Click **Show questions as columns** to flip the grid so each respondent is a row and each question is a column. The button then reads **Show respondents as columns**; click it to switch back.
2. Check **Show scores** to display each answer's score in parentheses next to the response.

![Results grid with questions as columns and Show scores checked](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/survey-record-10.jpg)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a record | Requests/Contracts → Contracts (or Requests) → **Manage** on the record's row. |
| Attach a survey to a record | Record → **Actions** → **Attach Survey** (or **+ Add survey** on the Surveys tab) → complete the form → **Add Survey**. |
| View surveys on a record | Record → **Surveys** tab (**Ratings & Surveys** on contracts). |
| See who has responded | Record's Surveys tab → **Manage** on the survey's row. |
| View all survey results | Surveys → **Survey Results**. |
| Open a survey's responses | Survey Results → **View results**, or record's Surveys tab → **Review results**. |
| Change the results layout or show scores | Results page → **Show questions as columns** / **Show scores**. |