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How to create a survey for e-learning courses

Updated

 

Objective, scope and limitations

This article aims to guide users with the rolesuper administratororadministratorin creating surveys for e-learning courses within the LMS. The guide covers the complete process: from the initial survey setup and question type selection to the bulk upload option to streamline form creation.

📌These surveys can be reused in different e-learning courses. However, once a survey has associated responses, it cannot be edited or deleted to preserve data consistency and reporting.

Process

1. Access the surveys section

From the left-hand side menu, go toE-learning courses, then selectForms, and click the optionSurveys. Here you can:

  • View all surveys already created.
  • Edit or delete surveys with no associated responses.

2. Create a new survey

ClickAdd new(button located at the top right) and fill in the following fields:

  • Name: Define a clear, easy-to-identify title.
  • Do you want to display a custom text in the page header?: If you selectYes, you will need to fill in the header text.
  • Add page: If you want to distribute the questions across different pages, you can add as many as needed.
  • Add question: Add the questions that will be part of the survey.
  • Delete question: In case you want to remove one.

3. Available question types

You can select from different question formats to tailor the instrument to your needs:

  • Multiple selection: (allows more than one answer).
  • Single selection: Only one possible answer option.
  • Dropdown menu: List of options with single selection.
  • Date: Calendar to select a specific date.
  • Time: Time picker.
  • Linear scale: Numeric scale (e.g., from 1 to 10).
  • Multiple scale: Multiple statements scored under the same scale.
  • Open text: Free-form response by the participant.
  • Paragraph: Explanatory or instructional text (no response field).
  • Upload file: Allows the participant to upload a file or image.
  • Title: Inserts a header or section divider.

Each question type can be customized:

  • Edit the question statement
  • Add image
  • Mark as required
  • Add, edit or delete options (depending on question type)
  • Define scale values (depending on question type)
  • Delete or duplicate question
  • Once editing is finished, clickFinishto save the changes.

It is not possible to download the structure of an assessment once created, as this is a frequent query from clients.

4. Bulk upload of questions

If you prefer to create your survey more efficiently, you can use the bulk upload feature:

  1. Click on
  2. Download theExcel templateby clicking “here”.
  3. Complete the spreadsheet following the indicated format.
  4. Save the file and upload it by selectingSelect file.
  5. Click onStart bulk upload.

⚠️Make sure to follow the file format correctly. If it contains errors, the system will alert you and you will be able to review a feedback file with details to correct.

5. Finalize and save the survey

Once your survey is complete —whether manually or via bulk upload— clickto make it ready for use in e-learning courses.

 

Considerations:

If when saving a survey or bulk uploading questions you receive an error message, check that the Excel file does not have extra columns, that required fields are complete, and that the texts do not include quotation marks or other special characters. If the error persists, check the feedback file to identify the cause.

If when saving files, assessments, or surveys you get an error message such as 'An error occurred while saving' or 'the text contains malicious tags', check that the texts do not contain special characters (quotes, symbols) and that the file format is the one required by the platform.

Remember, if you need help you can contact us through our support channels.

We're happy to help!

🤖 This article was translated using artificial intelligence. View original article.