Note: Please contact your Project Manager if you would like this functionality turned on for your CME site. When this is turned on you will see the "Outcomes Survey" Form type under Settings> Forms
Step 1: Click on 'Outcomes Survey' Form type
Step 2: Click on 'Add New Form' and create a survey form. The survey form does not require dates added on the form.
Step 3: Search for the Activity to which you would like to add the survey form
Select the Activity
Step 4: Click in 'Manage Forms' on the Activity dashboard
Step 5: Select the outcomes survey form from the drop down list
Note: This form does not become active until the 'Activate On' and 'Deactivate On' dates are added
Click on Edit to enter the dates and flag Required = Yes
Note: Survey forms with responses cannot be removed or inactivated. If you intend to discontinue the existing form you can change the 'Deactivate on' date and add a new survey form to the activity.
Email Participants to complete Outcomes Survey:
1. Select the Activity
2. Go to Reports> Sessions > CE Reports > Credits by Session
3. Enter the complete or first few words of the Session title in the Title field
4. Click Run Report
5. The results will include only those who claimed for that Session
6. Click send email – choose Outcomes Survey email template using the drop down list and click “Submit”
7. Change dates in email text (both PLAIN and HTML) and review list to whom email will be sent
8. In the subject line of the email please type in activity name (Request to Complete Outcomes Survey for **ACTIVITY NAME**)
9. Send email
How participants complete the Outcomes Survey from the front end
Note: Survey forms are only completed by participants who claimed for the Sessions associated with the Activity. The 'Activate On' date entered on the previous step control the visibility of the Outcome Surveys link to the front end user. If you are using person dashboard the link appears on the 'Credits' tile like you see on the screen shot below. If your site does not have a person dashboard set up, the survey link can be added to the navigation menu.
User clicks on the 'Outcome Surveys' link
The 'Incomplete tab' lists all the surveys available for the user. Click on 'Take Survey'
The 'Completed' tab lists all the completed surveys. The survey form is available for editing until the 'Deactivate on' date. After that period it is only available for view and print.
