How to Customize a Survey Instrument

To Add a Custom Question to an Instrument

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

  2. Select the survey instrument you wish to modify.

  3. Click the Edit Button button in the upper right corner.  This will take you to the screen where you can update the survey instrument.

  4. Click the button at the bottom of the page.  A new question will be added to the bottom of the survey instrument.

  5. Select the response type appropriate for the type of question you are asking.  For a list of response types and explanations, see response types.

  6. If you selected a pre-defined response type you will not be able to modify the options given, but you can change the question text.  Also, if you selected a custom response you can customize both the question text as well as the available options.

  7. After entering the question text and response options (if applicable) click the Save Button button at the bottom of the page to save your changes. 

Moving Questions

  1. Some templates allow users to move questions around.  If you are using a template with this feature you will see the Move Symbol  symbol to the left of the questions that you are allowed to move.  

  2. To move questions click the Move Symbol  symbol and drag the question to the location you would like to see it on the final survey instrument.

  3. If you do not see the Move Symbol symbol the template does not allow questions to be moved.


Deleting Questions

  1. Look for the Delete Question  symbol to the right of the question.  If you don't see this button the template doesn't allow you to delete questions.

  2. If you do see these buttons click Delete Question to delete the question.  Once you click Save Button at the bottom of the page these changes will be committed and cannot be undone.


Many templates are not modifiable.  This means that the survey instruments based on those templates cannot be changed.  The PFT leaders and state administrators have designated that these templates should be used as is.  Other templates are modifiable and may have one or more customizable options.  Any changes you want to make to a survey instrument can be made when creating the survey instrument or when editing it.  Changes can only be made if there is no response data entered for the instrument.  If you would like any of these features to be made available for a template please contact your PFT leader or state administrator.

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