Forms & Surveys

  • Launching a Survey

    Launching Your Survey Click TS Coordinator in the top navigation bar. Go to Launch and Manage Surveys. Click the Create New button on the right side of the page. Enter a title for your survey, provide a description (optional), and click the Create New Survey button. Select Your Form/Survey Select the form/survey you created using the first drop down menu, or select a...

  • Add a Form Element

    Taskstream forms are made of a series of elements that prompt respondents to answer questions or supply information. Whether you are creating a new form or editing an existing one, these elements are added from the Build Form screen.The Build Form page also enables you to manage (including rearrange) the elements that you've already added.To add a form elementFrom the B...

  • Form & Survey Reports- Evaluation Form Responses

    The Evaluation Form Responses Report allows you to generate a report based on the evaluations completed using custom forms built using the Taskstream Form Builder. It provides a way to see aggregated results for both the entire group of respondents and for individual respondents. This report enables you to compare submission evaluation form responses for a single requir...

  • Viewing All Responses in a Survey

    One of the alternative views for the Survey Results report is to show All Responses for All Respondents. The level of detail in this report is essentially the same as the main report detail view, but showing all responses to all survey elements at the same time.Each row of this report reflects the response of a single individual to a specific case (survey launch) of the...

  • Sharing a Survey URL

    In addition to using the survey email invitation feature to reach out to specific individuals, you can share your survey with potential respondents via URL. You can use the survey URL as a supplement to invitation emails or it can be used as the sole method of providing survey access.Unlike the individual links embedded in survey invitation emails, this neutral URL is n...

  • About Survey Management

    Accessed from the TS Coordinator main menu, Survey Management tools enable TS Coordinators to create and edit forms and surveys, manage and launch surveys and generate reports on the resulting data.To learn how to create survey forms, and how to use forms and surveys in DRF Templates,See "About the Form & Survey Builder".Once created, surveys can be distributed via the ...

  • Custom Evaluation Form

    A Custom Evaluation Form enables you to evaluate an area of a DRF against criteria defined in an evaluation form designed by you or someone from your organization. Forms are a flexible medium, enabling assessment criteria to be presented in a variety of ways including ratings scales, multiple selection checkboxes, and single response radio buttons. By including question...