---
title: "4. Add/View a Survey on a Record"
slug: "4-addview-a-survey-on-a-record"
updated: 2024-01-25T20:47:45Z
published: 2024-01-25T20:47:45Z
canonical: "wiki.cobblestonesoftware.com/4-addview-a-survey-on-a-record"
---

> ## 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

### **Add/View a Survey on a Record**

**Surveys/Questionnaires: Add/View a Survey on a Record**

Once a survey/questionnaire has been created, it needs to be applied to a record for the appropriate parties to complete.

**Add/Edit a Survey**

1. Navigate to the record in question and scroll down to the **Surveys & Responses** area.

2. Click **Add New Survey** to add a new survey/questionnaire to the record. Click **Manage** **Survey** for the line item to edit an existing survey/questionnaire.

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

3. Provide or edit the Respondent Type*, the Survey selected, the Survey Title, the date on which answers are due, and if required by the organization, the date upon which responses are viewable, the Response Open Date, as applicable.

*Note that Respondent Type cannot be changed if the Survey is being added to an Employee record.

4. Click **Add Survey** (if editing, click **Save Survey**).

5. The record’s details screen displays with the survey added/edited. An email will automatically be sent to the selected respondents when adding a survey.

**View Respondents**

1. To determine who has/has not responded, click the **arrow** on the left of the survey line item.

![Open Respondents](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Arrow%20Example%20with%20box.png)

2. A line item for each respondent opens displaying the **vendor name**, the **percentage complete**, and **completed** indicator.

3. Click **View** to review the respondent’s answers to the survey/questionnaire questions.

![Survey Response Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Survey%20Responses%20Full%20with%20box.png)

**Note:** If the survey/questionnaire has not been completed, the answers are not available for that respondent.

Scroll down to view the answers for the selected section.

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

Click **Generate Bid Tabulation Report for Pricing Line Items** to generate a report specifically for line item questions.

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

The line items display.

Click **Back to Survey** answers to return to the fill list of questions and answers.

Click **Export to Excel** to export the results into an Excel file.

**Note:** The example above has only one line item question, so only one section displays. If more line item questions are a part of the survey, additional sections display.

**Add Survey Section Rating/Comment**

Users may scroll to the bottom of a given survey and leave ratings and comments on each survey section. The ratings have simple permission systems to remove any chance at bias within reviews. The user reviewing cannot see other section’s reviews until they have submitted their own. Once a review is submitted, it cannot be edited or altered.