Inserting a survey

FELIX 30-170

What you need to know

Surveys can be used to evaluate events both as a final assessment (evaluation at the end) and as formative feedback.

By means of the "Survey" course element a questionnaire can be added to a course and subsequently filled out by participants. FELIX ensures that each course participant can fill out the questionnaire only once. Survey results are by default stored anonymously but one question type also allows the collection of personal data (automatically, mandatory or even voluntary).
Surveys can be opened to guests (people without an HFU account), as long as the course is "open" in the share and allowed for "guest users". More information on this can be found on Helpcard Internal link opens in the same window:10-030, Step 3.

However, if you would like to be able to allow certain people to edit the questionnaire again at different points in a process, then build the created questionnaire into the "Form" course element (see Helpcard Internal link opens in the same window:30-175). Please keep in mind that data is not anonymised when using the "form" course element.

Information on creating a questionnaire with the associated question formats can be found on Helpcard Internal link opens in the same window:40-210

What you have to do

  1. In your course, click on "Course editor" under "Administration" (top left).

    • The course editor will open.

  2. In the course structure (left), activate the course element under which the new element is to be inserted.
    Under "Insert course elements" (above) in the category "Assessment" select the element "Survey". Alternatively, you can use the "Quick-Add" search function.

    • You can also move the element later by dragging and dropping.

  3. To rename the course element, in the "Title" field enter the title you want to be displayed in the course. If necessary, abbreviate the title in the "Title in course menu" field. "Save" your entries.

    • The "Title in course menu" will be displayed in the menu on the left. Since the menu has a fixed width, a maximum of 25 characters is recommended.

    • Under "Insert additional information" below, you can enter, for example, learning objectives and instructions for learners.

  4. Click on the "Survey" tab and "Choose, create or import" a questionnaire (see Helpcard 40-210).

    • At "Participation by" you can define which roles in the course can fill out the questionnaire. It is also possible to allow guests to fill out a questionnaire.
      At "Results visible for" you can define for which group of people the results should be visible. If necessary, activate "Owners" to be able to access the survey results as the owner.

    • If the same roles are specified for both options "Participation by" and "Results visible for" (e.g. owners should participate in the survey and view the results), the questionnaire must first be completed before the results are visible.
      Therefore, consider in advance which roles should actually participate in the survey and which should "only" view the results.

  5. Click the red cross (top right) to close the course editor. Select the "Publish automatically" option to publish the change. 

    • The new element is not displayed in the course view until it has been published.

    • If you want to test the survey, then collect data on the "Survey" course element regardless of whether you have registered as a "Participant" in Member Management or are using the "Participant View".
      After testing the course element, remember to reset your data via the "three-point menu" (top right).

    • Participants can now fill out, store temporarily, or "Save and finish" the survey.

    • Depending on the settings in the course editor, the results of the survey can be viewed by course owners, coaches and/or participants directly in the course element, exported as an Excel table or reset for all those who have already participated.

Problems or questions?