Creating a Survey
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Create a Survey
This can be done using either the WSU mySite or WSU myClass tools. These instructions give a specific example for mySite users. To create a survey on your MySite in SharePoint 2007, simply click on Surveys in the left hand column below Discussions and Lists. Next, click on create near the top of the page.
Next, click on Survey under the Tracking column.
This will take you to the page where you can begin creating your survey, adding a title and description. Click Next and you will be directed to the next level for defining the questions and structure of your survey. There are a number of ways to structure responses such as, Single line of text, Multiple lines of text, Choice (menu to choose from) Rating Scale, or Yes/No. Once you have added the questions and structured the way users are meant to respond you can then begin to configure access to your survey.
Set who can access your survey
There are various levels of access that can be defined through the use of Permissions. For instance, WSU mySite and myClass surveys can be restricted so that only certain people who log in with a WSU Network ID or WSU Friend ID can take the survey, or see the results. By default only logged in users can view and take surveys created on your mySite.
Surveys can also be open to anyone without login. This will require you to first Create a Sub-Site within your mySite. Once you have created the subsite you can then create a survey that can be made accessible to everyone. First, navigate to the global Site Actions tab in the top right hand corner. Click on this and select Site Settings from the drop-down menu. Note: make sure that you are at the root of your mySite, not the subsite.
Once here, go under the column Users and Permissions and select Advanced Permissions. This will take you to the Permissions page for the entire site. From here you will want to click on the Settings tab, choose Anonymous Access from the drop-down.
From here you can then determine whether you want full anonymous access to your site by checking Entire Site, or you can allow for anonymous access to specific pieces of content by checking Lists and Libraries. Note: choosing this option still keeps your content as access protected by default, meaning that you will need to go back to the survey and change the permsisions specifically for that content. If you choose Entire Site everything is accessible by default.
Once you have turned this on globally then navigate to the Sub-Site where you have placed your survey and make sure Anonymous Access is turned on here as well. If you choose to only turn on Lists and Libraries again you will need to turn on Anonymous Access for each piece of content that you want accessible.
The URL of your Survey
You can have your survey appear in the Quick Launch bar of the site and direct users to it there. Or, you can open the survey as if you were going to take it, and copy the URL. Here is an anonymous access survey for example.
Seeing results of your survey
Checking the results
In order to check the results of your survey simply click on the name of your survey under the Survey tab in the left hand navigation column. Once you have accessed your specific survey then click on the link, Show all responses.
Graphing and analyzing your data
On Screen
There is also a way to view the result of your survey in a graphical format, simply click on the link, Show a graphical summary of responses, located on the same page as your survey above the link Show all responses.
Export to Excel
Using Internet Explorer you can export all the responses to Excel for further graphing and analysis. When viewing "Show all responses" under the Action menu is an option Export to spreadsheet which will open Excel with you data. You can then save the file to a location of your choice.
Setting Alerts to know people are taking your survey
This can be done by navigating to your survey and clicking on the Actions tab. From here, choose the Alert Me option from the drop down menu. This will allow you to specifiy where alerts are to be sent, and how often.
Turning off your survey
To turn off your survey, you simply deny access to users who are requesting to view it. To do this simply go back into Survey Settings and click Permissions for this Survey. Once here you can then check the boxes of those who you want to deny access to. If you want to deny access to everyone click the first option NT AUTHORITY\authenticated users and then remove Anonymous Access if it has been enabled.