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Surveys

The Surveys module is where you create and manage Survey Workspaces to design surveys and collect participant responses. Each workspace acts as a central place to design your survey, add participants, schedule data collection, configure notifications and rules, and track survey activity.

To create a survey and start collecting responses, you must first create a Survey Workspace. Survey responses are used to define relationships between nodes and update node attributes, supporting the creation of network data within the platform.

Navigation

Open a Project → Select a Panel → Click Surveys

Access the Surveys Module​

From the Surveys module, you can view all survey workspaces and create, rename, delete, or clone them. See Survey Workspace Management for details.

Steps​

  1. Open a Project.
  2. If the project has multiple panels, select a Panel from the left sidebar.
  3. Click Surveys in the left sidebar — the Surveys module page is displayed.