Use Survey templates to manage the structure of your Surveys. The templates can be used by anyone with access to create a Survey.

Who can do this? Site Admins and Community Admins can create survey templates.

How to create a Survey Template

1. Select Research Management  > Survey Templates.
2. Select Add template. This will open the Add Survey modal.
3. Set up all the steps as you wish and then select Publish.

How to use a Survey Template

1. Select Research Management  > Survey Templates.
2. Here you will see all the existing templates. You can search for the template by name, create data, creator and Level.
3. Find the template you wish to use and then select the Launch Survey icon
4. This will open the Edit Survey modal and you can make any required changes to your survey before clicking Save and launching the survey.

Manage Templates

1. Select Research Management  > Survey Templates.
2. Here you will see all the existing templates. You can search for the template by name, create data, creator and Level.
3. Next to each are Action icons which allow you to:
   • Edit
   • Clone
   • Launch
   • Archive
   • Delete