When thinking about sending a survey to users or other people, it's best to plan the kind of questions you want to ask, and what type of answers you're looking for.
Before you create a survey, it is a good idea to map out the questions that you want to ask and the type of answers that you want to receive. For example, do you want someone to respond with their own words, enter a dollar amount, or choose from a list? You should also decide whether questions are required or optional.
For people to respond to the survey, they must have permission to contribute to the survey or to the site that contains the survey. If they don’t have the necessary permissions, see the person who owns or manages your site. You can also consult with APAN staff for assistance.
As you develop questions, consider how you will want to analyze the data. For example, fill-in choices allow users to enter their own information. This enables more flexibility, if the user’s answer doesn’t fall exactly within the choices provided, but it can be more challenging to review and compile a diverse set of answers.
You can add branching logic to specific questions, so that the remaining questions in the survey are relevant to the respondent. For example, you can specify that questions about Internet topics appear only for people who say they regularly use the Internet. To specify branching logic, you first create the survey, and then specify the logic for the questions in the survey settings.
After you create a survey, you can add questions right away. As you add each question, you are prompted to specify the text for the question, the type of answer that you expect to receive, and any other settings needed for the question and answer type. If you need to revise your survey, you can add more questions or change existing questions later.
Survey question types define how your users see the question and answer data.
After you create the survey, people can see a Respond to this Survey link that they can click to launch the survey.
You can let people know about the survey by sending out a link to it, adding an announcement about it, blogging about it, or linking to it from other sites. Once users start completing the survey, you can see their responses in a bar chart or as list items.
Note: You may have a choice of internal or third-party survey apps, if your company allows them. For advice on which to use, contact your SharePoint administrator .
You can also just enter a name, select Create, and then change settings and add questions later.
Note: There currently is no way to number questions for display, as you can't add additional columns to a Survey. If you want your questions number, put the number into the Question Name. Questions are added sequentially when you created them, however you can change the order of the questions from the settings page.
Questions are listed in sequence as you create them, but sometimes you need to change the order. For example, you are using Branching logic and want all questions pertaining to a subject to be asked before branching. To change order, follow these steps.
Once you've used and finished with a SharePoint survey, you can delete all the responses, but keep the questions for reuse.
Some locations in SharePoint don't always have /_layouts/ in the web address. If the line doesn't have /_layouts/ in the address, replace everything after the company or site name with /_layouts/sitemanager.aspx.
For example, if your site is the Contoso Mining site, your address line would look like this: http://contoso.com/sites/Contosomining/_layouts/sitemanager.aspx. SharePoint may automatically put a number that coincides with your version between /_layouts/ and sitemanager.aspx, you can ignore this.
If you want to delete some of the answers, just click the boxes you want to remove.
A SharePoint survey is part of your site, so anyone with that can see lists and libraries will be able to see the survey. Your users must have contribute permissions to be able to respond to the survey.
You can put the survey on your home page by inserting it as an App Part.
For more info, see Add an App Part to a page.
Once you've created and implemented your SharePoint survey, you need to view and manage the results you've gotten. Here's how to view one or more results in text or graphic format, and how to export to Excel to analyze further.
To see an overview of your survey and its responses, click the name of the survey on the Quick Launch. If the name of your survey does not appear, click View All Site Content or Site Content, and then click the name of your survey.
The overview page shows a description of the survey and the number of responses. From the overview page, if you have permissions, you can click links to see a graphical summary of responses or to view a list of all responses. If you are a survey respondent and you don't have permission to see other responses, you can click a link to see and edit the text of your own response, including a partial response.
If the name of your survey does not appear, click View All Site Content or Site Content, and then click the name of your survey.
To view your response, you must have permission to read content on the site. To view someone else's response, you must have permission. The person who set up your survey can specify whether people can view all responses or only their own responses. For more info see View permissions on a survey.
To view all responses, you must have permission. The person who set up your survey can specify whether people can view all responses or only their own.
To view your response, you must have permission to read content on the site. To view someone else's response, you must have permission. The person who set up your survey can specify whether people can view all responses or only their own responses.
You can quickly switch between an Overview, All Responses, or a Graphical Summary when looking at survey results.
The survey questions, number of responses, and percentages appear in the graphical view of summary responses.
Only the responses that are complete appear in the graphical summary. A survey response is considered complete after the respondent views every page and then clicks Finish on the last page.
To view all responses, you must have permission. The person who set up your survey can specify whether people can view all responses or only their own responses.
To export responses, you need a spreadsheet program installed that is compatible with Windows SharePoint Services.
Note: You may be prompted by your spreadsheet program to specify how you want to view the data, such as in an existing spreadsheet or in a new spreadsheet.
SharePoint and then open the file in Excel, or just open it and save it as a standard .xlsx or .xls format. You can also save it as any other Excel compatible format.