How to Create a Survey Instance (Peer Group)
- Jack Hermanson (Unlicensed)
Once you’ve created a survey, you can create a survey instance. Survey instances can be assigned to Peer Groups, which will create a survey instance for each selected respondent. Each respondent will become the subject of their own survey instance to be completed by each other selected respondent. This allows team members provide feedback for one another.
To access survey instances, navigate to the Survey Instances page.
The filtering sidebar on the left allows you to view survey instances for different surveys. You can also search for a specific subject of a survey by entering their name in the search box.
To create a new survey instance, click the Create Survey Instance button at the top of the page.
Next, click on the Peer Group tab.
Select a Survey from the menu.
Select your respondents the same way you would when creating an individual survey instance. When you’ve selected all of the respondents, click Submit.
All of the respondents to the survey will answer the same questions for every other respondent. A new survey instance will be automatically created for each selected respondent. You can verify this by navigating to the Survey Instances page, then filtering to the survey for which you just created instances.