Configure metric categories or metrics for a survey using the question bank

Reuse question categories (metric categories) and questions (metrics) from the Question Bank module while creating or updating a survey.

Before you begin

Role required: admin or survey_admin

Activate the Survey Question Bank Sample Data plugin (com.snc.question_bank_data) to access the demo data for the question bank.

Procedure

1. Navigate to All > Survey > View Surveys.
2. Open a survey definition.
3. Optional: To add metric categories to a survey from the question bank in Platform, perform the following steps.
   1. In the Metric Categories related list, click New Category from Bank.
      The New Category from Bank dialog box is displayed with a list of all metric categories added in the question bank.
   2. Select the required categories and click Add Selected.
      A copy of the metric category and the corresponding metric definitions is created in the Metric Categories related list.
4. Optional: To add metrics to a survey from the question bank in Platform, perform the following steps.
   1. In the Metric Categories related list, open a metric category definition.
   2. In the Assessment Metrics related list, click New Metric from Bank.
      The New Metric from Bank dialog box is displayed with a list of questions available in the question bank.
   3. Select the required metrics and click Add Selected.
      A copy of the metric and the corresponding metric definitions is created in the Assessment Metrics related list of the category.
5. Optional: To add a metric category to the question bank from a survey in Platform, perform the following steps.
   1. In the Metric Categories related list, open a metric category definition.
   2. Click Add to question Bank.
      A copy of the category is created along with its metrics and metric definitions in the question bank.
6. Optional: To add a metric to the question bank from a survey in Platform, perform the following steps.
   1. In the Metric Categories related list, open a metric category definition.
   2. In the Assessment Metrics related list, open the required metric definition.
   3. Click Add to Question Bank.
      The Add to Question Bank dialog box is displayed.
   4. In the Choose a question bank to add this question/metric field, select a metric category that you want to add this metric to, and click OK.
      A copy of the metric and the corresponding metric definitions is created for the selected category in the question bank.
7. Optional: To add a metric category or metric to a survey from the question bank in Survey designer, perform the following steps.
   1. Open the survey in Survey Designer.
   2. Optional: To add a metric category from the question bank, from the Categories tab in the left panel, drag the required category banner and drop in the Design tab.
   3. Optional: To add a metric from the question bank, drag and drop the required metric from the Questions tab or the Categories tab.
   Note:

   • When you drag and drop a metric category, all dependencies within the category are also added to the survey.
   • From the Categories tab, you can drag and drop an individual metric within a metric category.
   • When you drag and drop a parent metric, all dependent questions are also added to the metric category.
   • When you drag and drop a child metric, only the child question is added to the metric category.