A Training Survey is a request for feedback from an employee who has been on a course. It could be immediate to debrief the employee or set at a future date to see how the employee has applied the lessons from the course. From this screen, you can add, edit or delete Training Surveys.

Creating Training Surveys

To create a Training Survey, navigate to Training > Training Evaluation > Manage Training Surveys. Click on “Add” and fill in the necessary fields using the information below

  • Name: This is the unique name for the Training Survey
  • Course: Type the name of the course or part of the name then click the “Search” link
  • Trigger Interval: Enter the number of days after which the system will create a survey for the relevant employee following course completion.
  • Deadline from Trigger: This is the number of days within which the employee must complete the survey after it is created
  • Header: Enter the desired heading for the survey form
  • Footer: Enter the desired footer for the survey form
  • Status: Select the status for the survey ie. Active
  • Save Button: Click this button to save changes.
  • Cancel Button: Click this button to cancel changes.
  • Preview Survey Button: Click this button to preview the survey form and its questions
Editing Training Surveys

To edit a Training Survey, navigate to Training > Training Evaluation > Manage Training Surveys. Click on a Training Survey and change the information as required (See Creating Training Surveys). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting Training Surveys

To delete a Training Survey, navigate to Training > Training Evaluation > Manage Training Surveys. Select the checkbox beside the Training Survey(s) you want to delete and the click the “Delete” button.

Adding Survey Questions

To add survey questions, Click on “Add” from the “Add Training Survey” Screen and fill in the necessary fields using the information below

  • Select the relevant questions
  • Add Question(s) Button: Click this button to add selected questions to survey
  • Close Button: Click this button to go back to the previous screen.
Removing Survey Questions

To remove question(s) from the survey, select the checkbox beside the question(s) you want to remove and the click the “Delete” button.

Changing Question Rank

Questions are shown on the survey form in the order in which they were added but you can use the “Update rank” dropdown to change the order. Select any position from the list and the system will move up all questions preceding that position one rank up

Note: By default questions on the survey form are not compulsory but you can make a question compulsory by using the “Required” drop down.