6.10 Working with Survey Folders

Survey folders store surveys that you or other Teaming users have created. Surveys enable you to poll team members, or any other Teaming users, about issues that are important to you, your team, or your entire organization.

6.10.1 Participating in a Survey

  1. Navigate to the Survey folder that contains the survey that you want to participate in.

  2. Click the entry title of the survey.

  3. Provide answers to the survey questions, then click Vote.

6.10.2 Creating a Survey

  1. Navigate to the Survey folder where you want to create the survey.

  2. Click Add Survey in the Folder Entry toolbar.

    The Survey page is launched.

  3. Fill in the Title, Description, and Attachments sections as described in Section 7.1.1, Filling In the Add Entry Form.

  4. In the Due Date section, specify the date when you want to stop all voting on the survey. After the date that you specify, users cannot cast a vote.

  5. Specify the following access control settings:

    Who Can See Vote Results Before Due Time: When users have access to view the vote results before the survey is due, they can see how other participants have voted so far. You can enable all users to have this ability, the moderator and those users who have already voted, or only the moderator.

    Who Can See Vote Results After Due Time: When users have access to view the vote results after the survey is due, they can see how other participants have voted, but only after they have cast a vote and the voting is closed. You can enable all users to have this ability, the moderator and those users who have voted, or only the moderator.

    Who Can See Who Has Voted and How: When users have access to see who has voted and how, they can see how other individual users have voted. Using this option is not recommended if your users want their votes to remain confidential. You can enable all users to have this ability, the moderator and those users who have voted, or only the moderator.

    Allow Voters to Change/Remove Their Votes: Select this option if you want to grant users the ability to change or remove their votes before the survey is due. Users who are logged in as Guest cannot have this ability.

  6. Select one of the following options for the first question of your survey:

    • Multiple Choice: Multiple Answers: Adds a multiple-choice question, and enables users to select more than one answer.

    • Multiple Choice: Single Answer: Adds a multiple-choice question, and restricts users to only one answer.

    • Written Reply: Adds a written reply question, and provides users with a field where they can specify their written response.

  7. (Optional) Select Answer to this question is required, if you want to require users to answer the question.

  8. (Optional) Click Add More Answers, if you want to add more answer possibilities for a multiple-choice question. (This option does not exist for Written Reply questions.)

  9. Repeat Step 6 through Step 8 to add additional questions to your survey.

  10. Click OK.

6.10.3 Checking the Results of a Survey

After you have voted, you can check the results by viewing the entry again.

  1. Navigate to and open the survey where you want to check the voting results.

  2. Click View Voting Details, located near the bottom of the survey entry.

    Teaming displays the percentage of votes cast for each survey question.