Creating question categories

Adding categories to a location is a great way to categorize survey questions. Categories can also be used to filter data and can be assigned to users (e.g. Nutrition can be assigned to the head chef, etc.). This creates a pool of users based on categories that can be assigned alerts when creating a survey. To create a category: Click “Categories” in the side navigation, Click “+category” in the upper right left area of the screen…

Assigning question categories to survey questions

To assign a category to a survey question, you have to first create your categories. Each question in survey can be assigned a category. This allows organizations to study analytics by category and also assign question alerts to users that have been assigned to a category. When creating a survey, click the “category” dropdown, which can be found to the right of the question title.

Assigning categories to users

To assign a category to a user’s location profile, you have to first create your categories, which can be found in another article. A user’s location profile can be assigned to multiple categories. This allows organizations to associate question alerts with the profiles that have been assigned to a category. To assign a category to a user profile, you need to either create a new user profile or edit an existing user profile. Instructions to create user profiles can be found on the User Guides page. Once in the user profile form, click “Assign groups & Categories”