Survey Navigation

Permissions

To submit a survey within a Contact in CS Contact, CareSuite users require a CS Contact role that has the "Manage Contact" permission

Survey Navigation

There are 3 main components to surveys:

1. Navigation Options

2. Types of Questions

3. Submission Requirements

1. Navigation Options

Navigation happens at the top and bottom of the survey modal

Top Navigation

• Name of the Survey

• Language (of the Survey) dropdown

  • Click the default language, and select a new language to switch languages

• Hamburger Menu (3 horizontal lines)

  • When clicked, use the popup to navigate to a different page/section of the survey

Bottom Navigation

• Next / Submit button

  • When the survey has multiple pages, "Next" will appear to take users to the next page

  • When at the end of the survey, click "Submit" to submit the responses

• Back button

  • Click the back button to return to the previous page

• Return to Beginning / Go to End

  • Click these options to quickly navigate to the first and last page of the survey

2. Types of Questions

Question Types

• Note

• Free Text

• Single Select

• Multi Select

• Numbers/Integer

• Date/Datetime

Additional Options

• Question Descriptions — details under the question that might provide more context, instructions, or formatting

• Default Answers — questions that will automatically have an initial answer instead of no answer

• Required — these must be answered before submitting a form, indicated by a red *

• Validation Requirements — rules about what an answer can be or look like, such as enforcing formatting on phone number fields

• Error Messages — these appear when a required question is not answered or the validation requirements are not met. Read these for instructions on fixing the questions/answers to be able to submit the survey

3. Submission Requirements

To Submit a Survey:

• Fill out all Required Questions

• Ensure all completed fields meet their Validation Requirements

• Click Submit