How to Create a Survey Instrument

When survey instruments are created they are based on templates provided by state administrators. The questions on these templates have all been approved by the administrators in your state. Keep this in mind if you choose a template that allows custom questions to be added since the only data that will be included in reports are the responses to the original, administrator-approved questions. If you believe a question should be on a template and it is not please contact your state administrator about the proposed change.

To Create Your Survey Instrument

  1. Navigate to the Survey Instruments page (Plan / Survey Instruments).

  2. Click on the Add Button button in the upper right corner.

  3. Select the program area that the template you want is in. Templates are generally owned by one PFT, with the exception of the FNP SNAP-Ed templates, which are also available under the Nutrition, Food Safety, and Health program area.

  4. Select which template your survey instrument will be based on. If you cannot find the template you need, try looking under a different program area.

  5. Give your survey instrument a name. This is sometimes used as the header when printing, other times it is just for your reference.

  6. Customize your survey instrument if it is allowed (some survey instruments allow questions to be moved, created, deleted, etc.), or click the Create Button button to save your instrument.

If you have a customizable survey instrument you can alter it before or after saving (as long as no responses have been entered for the instrument).

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