Edit a survey

How to amend a survey or engagement survey currently in draft.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Once you have created a survey, engagement survey, or pulse survey. if you have left it as a draft i.e. it hasn't yet been sent to anyone, you can amend it any time.

  1. Click Surveys on the main menu.

  2. Depending on what type of survey it is, click on the Survey, Engagement Survey or Pulse survey tab at the top.

  3. Click on the Draft tab.

  4. Either click on the survey title or click on the three dots then click Edit.

  5. You can then finish creating your survey.

For more information on your options when customising a survey - Read more >

Next Steps

Once you're finished creating and customising your survey, you can do the following:

Leave as a draft

You can save your changes and come back to continue editing the survey at any point. To return to your other surveys click Go Back. You are reminded to save your progress.

The next time you click Surveys on the main menu, you can see this survey in the Draft tab where you can finish editing it at any time.

Preview survey

Once you have at least one category with a question set up, you can preview the survey to see how it looks to someone completing it. At the top a message tells you this is just a preview and that no data is recorded.

To exit the preview either finish the survey or click on the cross on the top right.

Send out

If you're fine with the survey and ready to send it, click Send out.

You then must select who the survey will go to, and choose whether you want them to receive an email and Sage HR app notification about the survey - Read more >

Did this answer your question?