New: Enhanced Survey Functionality

Wish you could do more with your survey responses? Now you can! By popular demand, we’ve added more ways to report on surveys. Each survey now includes a new tab called "Individual Reporting", which lets you sort, filter, and export the list of responses. We’ve also added more ways to share survey feedback. Last but certainly not least, end users can now save a draft of their survey and finish it later. Read on to learn about the details!

The Old Ways

Previously, the survey tool had two features: the Questions section, and the Responses section. This allowed you to build custom surveys, track total responses, and see a bar-chart report of aggregate responses. You could also export the responses to a 2-tab csv file, which showed aggregate responses on one tab, and individual responses in the other. While this was a good start, we’ve heard your feedback that the response rate is hard to track, and you don’t get to easily publish and share the data you collect.

End users will have a new experience, too! Previously, they had to complete a survey in one sitting. For those of you that use long surveys, or re-purpose surveys into quizzes or testing tools, this was a challenge.

What's Changed For Admins

The "Questions" section remains as it was. We have renamed the "Responses" tab to "Data Trends", with one small addition: Now, along with aggregated trends, we’ll also show you if any of the responses are new this week!

The big improvement is the new tab: "Individual Responses". Here’s what you'll find there:

  • A report of all individual responses with most recent on top, and columns for survey submission date and individual question responses.

  • You can filter this view by any column, and bulk-select or select a subset of your responders.

  • Selected responses can be exported to Excel, or shared directly by emailing the report to your stakeholders.  

  • Click on an individual response to see an easy-to-read response sheet that mimics a user profile view.  

What's Changed For Users

Finally, for end users, we've added the ability for them to save a draft of their answers, and return to finish it later. If a user saves a draft of a Connection-type survey, their survey task prompt will be labeled "draft" in their Connection Plan as a reminder. For both survey types, a reminder widget will also appear on their home page directing them to finish the survey. This widget will be removed once they user completes the survey, or, for Program-type surveys only, if the survey closes due to expiration. An example of the widget is shown in the image below. For more about the difference between the two types of surveys, read the Back to Basics article

Survey draft widget

How this will help you

These upgrades can help you run your program more effectively in the following ways: 

  • You can quickly see any new responses you received this week.

  • The filters allow you to isolate any subset of responses, and only export that data. Hurray for inline data manipulation!

  • The “email” features allows you to send a custom report to any stakeholder. For example, one Chronus customer collects progress reports via survey for a training program, and uses this feature to pop off private updates to each coachee's manager. Hurray for fewer clicks!

  • You can easily dive into an individual's survey responses (and enjoy the process, thanks to an attractive display design).

  • End users will have the flexibility to take their surveys in chunks. This will be especially helpful for programs that use longer surveys, or those that have repurposed surveys into assessment or testing tools. For example, if you needed a quick status update from your trainers every week for a series of 8 weeks, you could use a single survey with 8 questions total - one for each week. You'd have the trainer update it weekly and submit the final survey at the completion of the training series.

Step-by-step

To view and use these new features, follow the steps below. As usual, access the surveys tool by going to your "Manage" page, and clicking on "Surveys".

  1. You’ll notice an updated view on the summary page, showing you total responses, as well as any new ones that were submitted this week. See the image below for an example.

    Summary

  2.  Click a link in the "Analyze" column, e.g. where it says "9 responses," to go to the "Individual Responses" report for that survey.

  3. From the "Individual Responses" tab you'll notice several things, numbered in the image below. 
         1.   You can click on this icon to view individual responses. The icon next to it will allow you to export that one individual’s response.
         2.   You can filter the columns to isolate people that responded in a specific timeframe, or that selected a particular response to a survey question.
         3.   You can edit the columns in this report to select only the survey questions of interest. 

  4. Let's say you want to update your senior leaders on all survey responses from last month. You would use the "Date of Response" filter to drill down to the desired date range, then you would use the top-left checkbox to bulk-select, just like in the "All Users" or "Mentoring Connections" tools. Then, you would simply use the Actions button to email the report. A popup box will appear where you can enter multiple email addresses and craft a custom message to be sent with the report. Another option under "Actions" is to export to .xls.

  5. Next, explore the "Data Trends" tab. You’ll see this is very similar to the old “Responses” tab. No major change here: Data trends

FAQ

Has any functionality been revoked with this update?

None! Along with the existing tools, you now have a few new options for tracking and exporting response data.

How does the exported report look compared to the old tool?

Format-wise, it’s very similar: an xls report with the data separated into columns. However, you can customize which columns appear, and which user records are included in the report, rather than exporting the entire data set (though you can still do that too)

Do recipients of the “Email Report” feature have to have access to Chronus?

Nope! You can select any email address, and the report, along with your custom message, will be sent to them. So, if you have confidentiality requirements at your organization, be sure not to select any identifying information in your report!

 

Also, check out the additional resources we have on surveys: 

 

 

 

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