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Create, edit and delete a survey

In this article, you'll learn how to create a survey. Surveys provide a way to send respondents, clients or patients, a questionnaire that will be linked to a Castor record. This enables you to add additional patient reported outcomes (PRO) to the outcomes you have defined for your own data entry. 

Surveys are sent as part of a survey package and consist of one or multiple steps. Creating a survey is similar to building and adding the phases/steps of your CRF. 

Structure editor

To create a survey, we start by creating a survey structure in the Structure tab, Surveys sub-tab:

  1. Using the '+ Add' button next to 'Surveys' you can add a new survey. This is similar to creating a phase in the study forms.
  2. All created surveys will be listed in the left 'Surveys' panel. You must select a survey from this list in order to add steps.
  3. Using the '+ Add' button beside 'Steps of [Survey], you can add additional steps to your survey.

Add a survey

To create a new survey, click the '+ Add' button to open the 'Add a survey' dialog:

In this window, you can enter the name and description of your survey and set the introduction and outro texts:

  1. Name: the title of the survey which will be displayed in the left 'Surveys' panel.
  2. Description: the description of the survey to summarize the content of the survey or any other relevant information.
  3. Introduction text: this is the introduction text of this specific survey. This text will be displayed upon opening a survey, before the respondent proceeds to the actual questions.
  4. Outro text: this is the outro text of this specific survey. This text will be shown upon completing a survey.
  5. Preview: you can use the 'Preview' button to see an example, showing how the text will be displayed in the survey
  6. Save: click the 'Save' button to create the survey.

Survey structure

After the survey has been created, it will be added in the 'Surveys' panel on the left. Here you can also switch between surveys if you created more than one survey. If you want to change the name of the survey or the text that you just added click the cogwheel icon and select 'Edit survey':

To continue building the survey, create the first step of the survey by pressing '+ Add' to create a new step in the survey.

Add a new step to the survey

To create a step click '+ Add':

  • Position: determines where you want the new step to be placed.
  • Survey step name: the step's title which participants will be able to see (required).
  • Survey step description: the description of the step.

Press 'Save' to create the new step and return to the Form builder.

Copy a step of a survey

To copy a step, click on the cogwheel beside the step and select 'Copy step'. See Copying survey steps for more information.

Edit a survey or survey step

Once you have your survey or survey step(s) created you may need to make changes to any of the fields that you needed to fill out when you created them. Some examples are the name and the position of the step, and the intro and outro text of the survey. 

To make changes to these fields, once again you need to use the cogwheel close to the name of the survey or survey step. This time you will select the option "Edit survey" or "Edit step":

Introduce your changes and click "Save" when you are done.

Delete a survey or survey step

To delete a survey or survey step, click on the cogwheel next to the concerning survey or step and select the option "Delete survey" or "Delete step":

Next, enter the exact name of the survey or survey step in the confirmation pop-up that appears. Pay attention to the upper- and lower- case letters of the name:

Click "OK" and now the structure is no longer visible in the list.

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  1. Castor Support Team

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