How to add a new 360 survey questionnaire/package step by step?

1. Go to content management, then go to the 360 Surveys tab.
   

2. Click on “Add new 360 package”, enter your desired package name & click on next
   
   
   

3. Enter your competencies in the “Add Competency(s)” tab & click on “Save & Next”.
   
   
   

4. Enter your pages in the “Add Page(s)” tab.
   
   The page description will be displayed below the name of the page to the participant/ user.
   The number of pages you add here is how it will be displayed to the participant. In later steps we will map statements to pages, this will allow participants to see specific statements on each page.
   
   a. All statements on one page: You can add one page & later map all statements on this page. The user will then see all statements on one single page.
   b. One competency on each page: You can select the “Page as Competency” option if you desire to show one page for each competency.
   C. Multiple pages for multiple sections: Add pages such as “Section 1”, “Section 2” and so on, you can later map multiple statements to each of your pages.
   
   *You can add a page called “Subjective comments” & map any subjective questions you may have to this page later.
   
   
   
   Once you have added your pages, click “Save & Next”.

5. Add your statements in the “Add Questionnaire” tab.

1. To add a statement select the type of question it is going to be, Likert or Text.

2. Enter the statement. 

3. Then map the statement to a competency (the statement will appear below this competency in the report). 

4. Then map this statement to a page (the statement will appear on this page). 

5. If a statement is going to be reverse scored, then select the reverse scored check box for the statement.
   
   

For Likert statements, participants will see the scale options below the statement when filling the survey. For text statements, participants will see a text box area where they can type in their responses.

*only Likert scale statements can be mapped to competencies.

6. Define the scale in the "Define Scale" tab.

1. To add a scale click on the add scale option

2. Then enter the display name

3. Then enter the scale values (scale value signifies the weightage of the option, the scale value will be used to calculate scores in the report)

4. If you want certain statements to be reversed scores then enter the respective reverse scores

5. If you wish to exclude any option from calculation then select the Exclude from Calculation option (usually options such as Not Applicable, Don’t Know, etc are excluded from calculation)

7. Configure Settings in the "Settings" tab.

   1. Select if the survey is optional or mandatory for the user
      If you select mandatory, the participant will need to respond to each question to move forward in the survey.
      If you select optional, the participant can skip questions & move forward in the survey.

   2. If you wish to display the relationship level on the survey page you can do so 

   3. If you want to allow the participant to add his/her own respondents, you can do so (the participant will see a "Add Respondent" button)

8. Configure your Report in the "Report Configuration" tab.

   1. Select the report template of your choice (previewing a sample report is recommended)

   2. Enter a report title of your choice

   3. Enter a report subtitle of your choice

   4. Upload logos for the report. You can upload 3 logos for a single report, the first logo will be visible on the top left corner, the second logo will go above the report title and the third logo will be visible in the bottom right corner. If no logo is uploaded then the account logo will appear in the place for the first logo

You can now save your report configuration & deploy your 360 survey.