Create Survey Templates
Create Survey Templates
Design feedback and survey templates for course evaluations, faculty reviews, and general feedback collection.
Time required: 15-20 minutes per template
Module: openeducat_survey_enterprise, survey
User role: System Administrator, Academic Admin
Prerequisites
- System Administrator or Academic Admin role
- Survey module installed
- Understanding of survey requirements
Steps
Step 1: Navigate to Survey Templates
- Go to Surveys -> Surveys
- Or OpenEduCat -> Feedback -> Templates
- Click Create
Step 2: Enter Survey Information
| Field | Required | Description | Example |
|---|---|---|---|
| Title | Yes | Survey name | ”Course Evaluation Form” |
| Description | No | Survey purpose | ”Please rate your course experience” |
| Type | Yes | Survey type | ”Feedback” |
Step 3: Configure Survey Settings
| Setting | Description | Recommended |
|---|---|---|
| Authentication | Require login | Based on need |
| Anonymous | Hide respondent | Yes for feedback |
| Time Limit | Response time | None for feedback |
| Attempts | Number allowed | 1 |
Step 4: Create Question Pages
Organize questions into sections:
- Click Add a section
- Name the section (e.g., “Course Content”)
- Add questions within section
Step 5: Add Questions
For each question:
| Setting | Description |
|---|---|
| Question | The question text |
| Type | Response type |
| Required | Mandatory response |
| Conditional | Show based on answer |
Step 6: Choose Question Types
| Type | Use Case | Example |
|---|---|---|
| Multiple Choice | Select one | ”Rate overall quality” |
| Checkboxes | Select many | ”Select topics covered” |
| Single Line Text | Short answer | ”Course name” |
| Multiple Lines | Long answer | ”Suggestions for improvement” |
| Matrix | Rating grid | ”Rate aspects 1-5” |
| Numerical | Number input | ”Hours spent weekly” |
| Date | Date selection | ”When did you complete?” |
Step 7: Configure Scoring (Optional)
For graded surveys:
- Enable Scoring option
- Assign points to answers
- Set passing score
Step 8: Design Layout
| Option | Description |
|---|---|
| One page | All questions together |
| Multi-page | Questions in pages |
| Progress bar | Show completion |
| Question numbering | Auto-number questions |
Step 9: Save Template
Click Save to create the survey template.
Common Survey Templates
Course Evaluation
| Section | Questions |
|---|---|
| Course Content | Quality, Relevance, Difficulty |
| Instructor | Knowledge, Communication, Availability |
| Resources | Materials, Technology, Support |
| Overall | Satisfaction, Recommendation |
Faculty Feedback
| Section | Questions |
|---|---|
| Teaching | Delivery, Engagement, Preparation |
| Assessment | Fairness, Timeliness, Feedback |
| Availability | Office hours, Responsiveness |
Field Reference
Survey
| Technical Field | UI Label | Type | Notes |
|---|---|---|---|
title | Title | Char | Survey name |
description | Description | Text | Survey purpose |
survey_type | Type | Selection | Type category |
users_login_required | Login Required | Boolean | Authentication |
is_attempts_limited | Limited Attempts | Boolean | Restrict retakes |
scoring_type | Scoring | Selection | none/with_answers |
Question
| Technical Field | UI Label | Type | Notes |
|---|---|---|---|
title | Question | Char | Question text |
question_type | Type | Selection | Response type |
is_mandatory | Required | Boolean | Must answer |
sequence | Sequence | Integer | Display order |
Troubleshooting
Survey not accessible
Check survey state is In Progress and access settings are correct.
Responses not saving
Verify required questions are answered and form validation passes.
Cannot see results
Ensure user has Survey User or Manager access rights.
Related: Configure Event Types | Configure Email Templates