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On this page
  • On this page
  • Adding existing surveys to collections
  • Adding a collection to a schedule

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  1. Staff
  2. Sign in
  3. Survey Management

Setting Up Surveys

How to set up and initiate surveys

PreviousSurvey ManagementNextUsing Assigned Surveys

Last updated 2 years ago

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On this page

  • Creating a survey

Adding existing surveys to collections

Steps:

  1. From the home page under Every Activity, press the Collections icon on the left side bar.

  2. Select any collection name from the list view (ex. March Break Camp Activities).

  3. Click the drop down icon in the top right corner.

  4. After navigating to collections page, select the Surveys option in the drop down menu.

  5. In the Collection Surveys pop-up box, search for a survey by name in the Find a survey by name... search bar.

  6. Select the survey.

The selected survey will now be linked as a survey required for completion for any schedules running this collection of activities

Adding a collection to a schedule

Existing collections can be added to staff schedules as surveys are already added to the collection.

Steps:

  1. Select any schedule from the list view of created schedules to enter the schedule details page

    1. Alternatively, you may under the schedules title, click on the Filter Here... search bar.

    2. Scroll through the drop down menu options and select one of the filtering categories to locate the correct schedule by ID, Collection, Type, Location, Program Collection, etc.

  2. Under Schedule Information on the right side panel, click Edit.

  3. Select Schedule Information from the Edit drop down menu.

  4. In the pop-up dialogue box, click the Select Collections... drop down menu.

  5. Select one or more collections from the drop down menu.

  6. Click Save to add the selected collections to the existing schedule.

    • Alternatively, click the Close button to the left side of the save button to discard linking the collections to the schedule.

The surveys added to the collections will successfully be linked to the schedule along with the collection.

From the OutStem home page, select the Registration icon.

From the home page under Registration, press the icon on the left side bar.

Adding existing surveys to collections
Adding a collection to a schedule