The Survey Manager has two primary access points within CE Zoom. While core functionality remains similar, some tools and layout options differ depending on how you access it. Use the quick links below to jump to the version that matches your screen.
Quick Links:
• Survey Manager from the Navigation Menu
• Survey Manager from Inside the Course Wizard
Survey Manager from the Navigation Menu
1. Add Course Survey
Click Add Course Survey to create a new survey template that can be stored and reused across multiple courses.
2. Search Surveys
Use the search bar to quickly locate surveys by survey name or keyword.
3. Active / Inactive Tabs
Switch between viewing surveys currently available for use and surveys marked as inactive. By default, the Survey Manager displays active surveys.
4. Manage Survey
Select Manage Survey to access available management options, including editing survey questions, changing statuses, or deleting unused surveys.
5. Survey Name Column
Displays the names of all stored surveys to help identify and organize your survey library.
6. Survey Status
Displays the current status of each survey record so you can quickly determine whether the survey is active and available for use.
The Course Evaluation Survey Manager screen displays all the course evaluation surveys you have created, organized alphabetically. Surveys are filtered by active or inactive status to streamline management.
Survey Manager from Inside the Course Wizard
1. CE Zoom Survey Management Selection
Controls whether surveys will be managed and issued through CE Zoom for this course. Selecting Yes displays the Survey Manager where surveys can be selected or created.
2. Survey Requirement Selection
Choose whether survey completion is Required or Optional for attendees. Required surveys must be completed prior to CE Certificates being issued, while optional surveys allow attendees to skip completion.
3. Add Course Survey
Click Add Course Survey to create a new survey template that can be stored and reused across multiple courses.
4. Search Surveys
Use the search bar to quickly locate stored surveys by survey name or keyword.
5. Active / Inactive Tabs
Switch between viewing surveys currently available for selection and surveys marked as inactive. By default, active surveys are displayed.
Please note, inactive surveys can still be selected and used if needed. The Active and Inactive tabs are primarily designed as an organizational tool to help filter which surveys you actively use versus surveys you no longer frequently use.
6. Currently Selected Survey Banner
Displays which survey is currently selected and will be associated with the course when saved.
7. Survey Selection Radio Button
Use the radio button to select which survey should be attached to the course. Only one survey can be selected at a time.
8. Manage Survey
Select Manage Survey to access management options such as editing survey questions, changing survey status, or deleting unused surveys.
9. Survey Name Column
Displays the names of stored survey templates to help identify and organize your survey library.
10. Survey Status
Displays whether a survey is currently Active or Inactive and available for course selection.
Creating & Managing Surveys:
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When adding a course, only active surveys are shown for selection, making it easier and faster to identify the most relevant options. Additionally, we provide four survey template types to help you quickly create a course survey.
- To maintain consistency, we recommend creating a master survey for each unique set of questions you need answered.
- Once created, a survey can be attached to multiple courses, with results tracked separately for each course.
- Once a user completes a survey, it becomes locked and cannot be edited. If changes are needed, you must create a new survey and deactivate the outdated one.
- Each survey requires a unique name for easy identification and accurate result tracking.
Start Using the Survey Manager:
- How to create a new course survey on CE Zoom
- How to edit a course survey on CE Zoom (before responses have been collected)
- How to change the status of a course survey on CE Zoom (Active/Inactive)