---
title: "Surveys & Questionnaires"
slug: "surveys-amp-questionnaires-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/surveys-amp-questionnaires-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.

# Surveys & Questionnaires

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Surveys & Questionnaires**

*Module: Vendor/Client Gateway › Users: Using the Vendor/Client Gateway › Surveys & Questionnaires*

**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

**Surveys** & Questionnaires, as a category, is represented in the live application by the **Surveys** item in the main left navigation, which expands to five tools: **Survey Templates** (reusable survey definitions scoped by "For Area"), **Question Library** (a shared bank of reusable questions), **Bulk Surveys** (assigning one survey across many records at once), **Survey Results** (every survey instance actually attached to records, with response tracking), and **Decision Matrices** (branching question trees with their own Designer and a "Try it out" preview mode). Individual records elsewhere in the application connect back into this module via a per-record **Surveys** tab and an "**Attach Survey**" action. Together these tools cover the full lifecycle described in the legacy wiki's category: building reusable question content, assembling it into a survey, attaching that survey to one or many records, assigning/tracking respondents, and reviewing collected responses and scores.

# 2. Key Elements

- The **Surveys** left-navigation item is the live home for this entire category, expanding to **Survey Templates**, **Question Library**, **Bulk Surveys**, **Survey Results**, and **Decision Matrices**.
- **Survey Templates** and **Question Library** together cover building reusable survey content: templates define the survey (scoped to a For Area), while the **Question Library** supplies reusable questions.
- **Bulk Surveys** and each record's own **Attach Survey** action cover getting a survey onto records, whether one at a time or across a large batch.
- **Survey Results** is where collected responses are reviewed, per record and per respondent, with optional score visibility.
- **Decision Matrices** is a related but distinct concept — branching question trees with their own Designer and a non-recording "Try it out" preview mode — grouped under the same **Surveys** navigation area.

# 3. Opening the Surveys Menu

1. From the Contract Insight homepage, click the **Surveys** icon in the left navigation bar.
2. Select the tool you need: **Survey Templates**, **Bulk Surveys**, **Survey Results** or **Decision Matrices**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-surveys-menu(1).png)

**Note:** In the current build the Question Library is not a separate menu item. It opens from inside the Survey Builder with **Add from library** (see Section 4d).

# 4. Building a Survey Template

## 4a. Finding or Adding a Template

1. Open **Surveys** → **Survey Templates**.
2. Use **Search** to find a template, or check the **For Area** column to see which record type each template is built for.
3. Click **+ Add** to create a new template, or **Manage** to open an existing one.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-survey-templates.png)

## 4b. Reviewing the Template Settings

1. The template record shows its **Name**, **For Area** and **Active** status, the welcome and attestation messages, **Can Respondents See Scores**, and the notification email settings.
2. Click **Edit All** to change these settings.
3. To work on the questions, click **Actions** and select **Build Survey**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-template-record.png)

## 4c. Using the Survey Builder

1. In **Reminders**, enter the number of days before the due date, choose who receives the reminder, and click **Add reminder**. Reminders apply to every survey created from this template.
2. Each section lists its questions. Use the section icons to rename, move up or down, or delete the section.
3. For **Drop Down** and other choice questions, enter a **pts** value next to each option to score answers, and click **Add option** to add another choice.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-survey-builder.png)

## 4d. Adding Questions and Sections

1. At the bottom of a section, click **Add from library** to reuse an existing question, or **Write a new question** to create one.
2. Click **Add Section** at the bottom of the builder to start a new section.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-add-questions.png)

1. In the **Add from the library** panel, filter by **Bank** or type in **Find a question**, then click **+ Add** next to the question. Its wording stays in step everywhere it is used, while the scores you set apply only to this survey.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-question-library.png)

# 5. Attaching a Survey to a Single Record

1. Open the record (for example, a contract) and click **Actions**.
2. Select **Attach Survey**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/12-attach-survey.png)

1. In **Select a Survey**, choose the template and enter a unique **Survey Title**.
2. Set the **Response Open Date** (leave blank to open immediately) and the **Response Due Date**.
3. Choose the **Respondent Type** and whether to **Allow Re-taking**.
4. Click **Add Survey**, or **Cancel** to leave without attaching.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/13-attach-survey-form.png)

**Note:** An assigned survey cannot be deleted once a respondent has begun it. On solicitations, surveys are attached from the **Ratings & Surveys** tab with **+ Add survey**.

# 6. Sending a Survey to Many Records (Bulk Surveys)

1. Open **Surveys** → **Bulk Surveys**. Each existing bulk survey shows its **Completion** count; click **Dashboard** to track it.
2. Click **+ Add bulk survey** to start a new one.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-bulk-surveys.png)

1. Select the **Area**. The rest of the form appears once an area is chosen.
2. Choose the **Survey template**, enter a **Survey title**, and set the open and due dates, **Respondent type** and **Allow re-taking**.
3. Under **Records to survey**, search for and tick each record that should receive the survey.
4. Click **Create bulk survey**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08-add-bulk-survey.png)

# 7. Reviewing Survey Results

1. Open **Surveys** → **Survey Results**. The list shows every survey attached to a record, with its **On record** link, due date and **Responses** count.
2. Use **Search** to find a survey, then click **View results**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/14-survey-results-list.png)

1. The results screen shows one column per respondent and one row per question. Tick **Show scores** to add each answer's score, or click **Show questions as columns** to flip the grid.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/15-survey-results-view.png)

# 8. Working with Decision Matrices

1. Open **Surveys** → **Decision Matrices**.
2. Click **+ Add** to create a matrix, **Manage** to open its record, or the tree icon (**Open the designer**) to edit its questions.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/09-decision-matrices.png)

1. In the **Decision Matrix Designer**, switch between the **Map** and **List & edit** views. Use the zoom, **Fit**, **Arrange** and **Snap** tools, or export the map as a **PNG** or **SVG**.
2. Select a question, answer or ending on the map to change it in the panel on the right.
3. Click **Try it out** to preview the matrix.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/10-dm-designer.png)

1. In the preview, choose answers to walk through the tree. Nothing you choose is recorded. Click **Start over** to restart, or **Back to matrix** / **Designer** to leave the preview.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/11-dm-try-it-out.png)