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Introduction

Welcome to the Performance Feedback Getting Started Guide. In this document we’ll explain the basics of setting up a survey, the workflow, and the general idea of setting up, and responding to, surveys.

Survey Creation Process and Workflow

The general idea behind Performance Feedback is to easily setup multiple survey instances using a handful of surveys. Before we get started, we’ll need to establish some vernacular to make sure we are all talking about the same thing:

Subject: A subject is a person that a set of survey instances are setup to complete a survey on. If you want 5 people to answer questions about Bob, Bob is the subject of the survey instance.

Respondent: A respondent is a person that is providing feedback about a subject. To make use of our previous example, if Sally is one of the 5 people to answer questions about Bob, then Sally is a respondent.

Survey: A survey is a collection of questions (with optional comments) that you want to present to one or more respondents.

Survey Instance: A survey instance is a collection of responses for a single subject and one or more respondents. In the case above with Sally and Bob, the survey instance is the survey response collection of all 5 persons who respond to Bob’s survey. This is an important concept as you’ll likely want to create a single survey, but then multiple survey instances in order to gather information on users.

Now that we have covered those key terms, we can move on to how surveys are created, and the workflow and ideas behind them.

As stated above the power in using Performance Feedback for survey creation is that we can easily create dozens of survey instances that all share the same core survey, and those instances can then be easily condensed into a single email and dashboard for collecting this information. To help illustrate how this works, consider the following example:

Ready to get started with our example? Let’s move on to step 1.