Event / Session Evaluations are designed to dynamically pull Event / Session information and assigned Speaker names with Presentation Titles and Learning Objectives.
Example:
STEP 1: Configure the Form
Go to Settings Forms
Click the 'Add New Form' button
From the 'Type' drop-down list, select 'Session Evaluation'
Complete the following fields:
- Name = Form name that will appear on the website for users to complete
-
Required = Yes
- Speaker Ask Once = No (if the Form will be used for multiple Events/Sessions)
Enter any other required fields and/or content and click 'Save' at the bottom of the screen to build your new form.
STEP 2: Add Event / Session Questions
Click on the 'Add Question' link
To set up a Question Type = Scale (for example), complete the following fields
Click 'Save' to create your question and repeat the steps to add as many questions as needed
STEP 3: Adding Speaker Questions
To add a Question for assigned Speakers (i.e., the question(s) will repeat for each assigned Speaker), follow STEP 2 and update the 'Speaker Use Only' field to 'Yes'
NOTE: You must have at least ONE Speaker Use Only = No Question in order for the Form to be Required for users to complete.
Click 'Save' to create your question and repeat the steps to add as many questions as needed
STEP 4: Adding Answers
Click the 'Add Answer' or 'Add Subquestion' link next to the appropriate question
Enter the required fields and any other necessary data
Click 'Save' to add the answer and repeat the steps to add as many answers as needed.
NOTE: For Question Type = Scale, it is recommended to make each Answer Required = Yes
STEP 5: Assign Speakers to the Event / Session or Presentation (see related articles)
STEP 6: Associate the CE Survey to the appropriate Event / Session (see related articles)
STEP 7: Confirm the Event / Session Rules are set up properly - work with your Project Manager on this item.