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      How do I create a survey on Sociants?

      Surveys are a method of gathering information about a particular population or topic by asking questions. 

      At Sociants, the survey tool can be used to capture information for various purposes, such as identifying the social needs of the individuals that the organizations serve.

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      Step 1: Create the survey

      1. In the Settings section, find the Surveys tab.​
      2. Click Add Survey.​
      3. Set the name and primary social determinant, add a brief description, and the start and end date of your survey.​
      4. Press Create.

       

      Step 2: Add the questions

      1. Press Add Question.
      2. Write your question and select the type of question:
        1. Single selection - The individual will be able to choose one answer from the options.
        2. Multiple Choice - The individual will be able to choose multiple answers from the options.
      3. Click Create.
      4. Repeat steps 1-3 to create each question in your survey.

       

      Step 3: Add the answers

      1. Find the first question of your survey.
      2. Click the Add option button that corresponds to the first question.
      3. A pop-up window will appear where you can write the first answer to the question. 
        1. It is optional to assign a category (SDoH), a subcategory and keywords to an answer. 
        2. It is also optional to activate the functions to ask if the individual needs help and to establish the urgency and recurrence in which their need must be attended.
      4. Once you've set up your response, click Create.
      5. Repeat steps 1-4 with each of the other responses to your question.
      6. Once you've set up all your answers to your first question, repeat steps 1-5 with the next questions in your survey.

       

      Step 4: Add conditional questions

      When answering a survey, conditional questions are dynamically activated based on the user’s answer.

      1. To create a conditional question, identify the answer to which you want to add a follow-up question.
      2. Click Add Conditional Question.
      3. Write your question, select the type of question (single or multiple choice) and click Create.
      4. To add the responses to the conditional question, click the green Add Option button.
      5. Write the answer and click Create.
      6. Repeat steps 4 and 5 to create the other responses.

       

      Step 5: Publish your survey

      1. Once you have configured all of the questions and answers, you must publish your survey so that it appears in the Case Management Portal.
      2. Scroll to the bottom of the page, and click the Publish Survey button.

       

      All set! You have successfully created and published your survey. Now you can use it to collect information about the social needs of your clients.