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How do I create a Survey in the LMS?

The Survey authoring tool is very similar to the Assessment tool but it incorporates a Rating (Likert Scale) question type. Surveys are a good way of obtaining feedback from your Learners after they have taken a course or assessment. Surveys have no correct or incorrect answers.

Surveys, like any Learning Element, can be added to any folder or course.

  • Ensure the proper Active Team is selected by using the associated dropdown menu; should more than one Active Team exist.
  • Navigate to LMS Admin tab.
  • Click on the Catalog tab.
  • Click on the folder you wish to add the new assessment to open it's context menu.
  • Select New Learning Element.
  • Click Survey.
  • Give the Survey a Name. This is required before proceeding to the quiz builder section.
  • Click/Tap the Question Builder button.
  • Group Name: Name this group. This will help organize and identify the type of questions included.
  • Questions to ask: You can show all questions or set a limited number of questions to be asked.
  • Question: Type in the question that will be presented to the Learner.
  • Required: If marked as required, this question will always be included in the question group even if there is a limited number of Questions to ask
  • Type: Multiple Choice: Learners will be shown all options and be able to select a single answer or multiple answers. True or False: Learners will have the option between either answer and be able to select only one. Yes/No: Learners will have the option between either answer and be able to select only one. Text: Learners will be asked to enter a text response which will be matched against a pre-set answer. Rating (Likert Scale): Scaling responses are shown to your Learners where they can choose the most appropriate one.
  • Hide Option Values: When checked it will hide the information included in the 'Option' field.
  • Option:
  • Label: Enter the option to be selected by the respondent. 

Optionally, label the option set in the field right above. You could add some description to the value input, for example; Strongly Disagree, Disagree, Agree, Disagree, etc.

Add all the options that you would like to include.

  • Click/Tap Add New Option.

You can reorganize the different options by using the control in the upper left corner of each Option box or you can delete any option by clicking/tapping the red cross on the upper right corner.

Additionally, you can include images for each question that helps exemplify the question or is necessary for the Learner to answer the question.

  • Click/Tap the Upload a File control.

Your survey can have different types of questions in the same group. In the example below we include a Yes or No question type which integrates perfectly within the same group.

You can also Import Questions from other surveys, either from an 'Existing Group' or from a previously saved comma dellimited (.csv) file.

  • Click/Tap Import Questions.

If importing questions from an 'Existing Group', select the group from the dropdown. If your questions are included in a CSV File, use the Browse button to locate and upload the file.

  • After the selection is made, click/tap the Import button to process the information.

A sample Survey .csv file can be found at the end of this article.

A confirmation message will display indicating the number of successful records imported.

  • Click/Tap OK.

The Question Group will populate with the imported data. You can add further questions, import more questions, add a new group of questions or proceed to create the assessment.

  • Once you have finished adding content, click/tap Update to save your changes.

Advanced Settings

The Advanced Settings section allows you to fully control the utilization tracking of your assessments and surveys, when to display question and answer feedback, select the completion behavior, and even randomize the order  in which the questions and answers are displayed across the different instances of the quiz.

To access the Advanced Settings section:

  • Click/Tap the down arrow.
  • Learning Element Type: Shows the Type of the Learning Element that is being edited. This field is automatically populated based on the option chosen in the initial step of the Learning Element creation. You can select another Learning Type from the drop-down but please notice that converting from Survey LE Type will result in the loss of the Questions (they will be deleted) and may result in the loss of the Learning Element Detail Settings.
  • Learning Element Format: Formats determine how your Learning Element is presented and processed. Please refer to the Learning Element Formats chapter of this guide for more information.
  • Utilization Tracking: Provides you with several options on how the utilization of this Learning Element should be tracked. Provided by Survey, will record the utilization status reported by the survey. None, will not record any utilization. None - Resource, will also not record any utilization but the Learning Element will be treated as any other Resource Learning Element.
  • Randomize Question Order: Questions will be displayed in a random order to each respondent.
  • Randomize Answer Order: Answers will be displayed in a random order to each respondent.
  • LEID: This is the unique identification string (made up of alpha and numeric characters) assigned to the Learning Element once it has been added to the Catalog. It is used to identify the Learning Element. Initially, the LEID is n/a until is it added.
  • Local ID: This is the value of a local Learning Element auto increment field and is a unique value within the portal assigned to a Learning Element after it is created. Until that occurs, it will be n/a.
  • Reference: This is an optional reference field for administrative use. In most cases, you can leave this field blank.
  • Status: Active Learning Elements are available for Learner utilization. Inactive Learning Element are hidden from Learner My Courses and Catalog.
  • Views: This is a dynamic option that shows the number of times a Learning Element has been viewed.
  • Publish Date: Enter a publish date in the field provided. The Learning Element will only be available from this date. You can also click the Calendar link to display a calendar. The date selected from the calendar will automatically fill in the Publish Date field.
  • Unpublish Date: Unpublish Date for the Learning Element. The Learning Element will display until this date. You can also click/tap the Calendar link and select a date from the calendar.
  • Tags (separated by commas): Type in words or phrases to identify the Learning Element during a search. Separate each word or an entire phrase by a comma.
  • Utilized in Folders: Shows a list of folders where this learning element is being used. Initially will be blank until the Learning Element is created.
  • History: Shows a Registry of modifications made to the Learning Element.




In this section you can customize the Introduction and Completion messages that will be shown to the Learners while taking the survey.

To access the Messages section:

  • Click/Tap the down arrow.

In this section you will find three customizable text boxes that correspond to the main parts of most assessments.


Introduction: This will be presented to the Learner immediately after launching the Learning Element. You can use this section to give general instructions or point out the objectives of the survey. Additionally, you can include images for better looks and understanding.

Completion Message: Message that will be shown when the survey is completed. This messages can be from a simply 'You have completed the Survey', to some more elaborated ones.

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