How to Create a Survey in SF Learning
Purpose: This job aid will explain how to create a survey within SF Learning.
Step 1: Click on the navigator at the top-right hand side of your screen.
Step 2: Click on Set Up ELM.
Step 3: Click on Catalog.
Step 4: Click on Survey Definition.
Step 5: Click on “Add a New Value”
Step 6: Enter the ID for your new Survey and click on the Add button.
Step 7: Here is where you can develop your own survey. Use the Plus/Minus buttons on the right-hand side to add/remove questions. Also please make sure to not make any questions required. Questions that are marked as required will not be visible to the users, so they will not know they are required to answer a question, causing confusion and frustration for the user.
Step 8: As you go along creating the survey, click on the Test Survey button to see how the survey works for the user.
Step 9: This is what the screen looks like after clicking on the Test Survey button. Notice how I made question #2 required but nothing to the user says that the question is required.
Step 10: Click save to save your survey to be used as a Learning Component for classes.