The GM-X Survey subsystem allows organizations to flexibly design and securely administer surveys for any purpose; for example supplier qualification, customer feedback, internal risk assessments, performance reviews, learning needs assessments, IT service management and more.
Survey setup
- Supports any number of user-definable survey types for an organization
- Supports any number of survey campaigns — each campaign is assigned to a survey type, is conducted between specific starting and ending dates and times, and has a current status
- Supports any number of default prompts to be defined for each survey
- Allows each survey to have any number of sections (groups of questions) presented to respondents in the sequence defined by the survey administrator
- Allows each section to have any number of questions presented to respondents in the sequence defined by the survey administrator
- Ability to author free-format question text
- Ability to assign any of the survey's default prompts to a question
- Ability to author optional free-format advice text providing further information or instructions for respondents
- Supports multiple answer types including free-format text (such as respondent comments), multiple-choice, Likert scale (multiple-choice with weighting factors) and numeric
- Supports the definition of matrix (grouped) questions including forced ranking and optional selection
- Allows survey administrators to define a required minimum value and an optional maximum value for numeric answer types
- Allows survey administrators to define allowable answer options for multiple-choice, Likert scale, forced ranking and optional selection questions
- Allows survey administrators to choose the preferred Web control presented to respondents for multiple-choice questions (dropdown list, multi-dropdown list, vertical or horizontal radio group, vertical or horizontal multi check boxes)
- Supports any number of risk status types for an organization, and assignment of risk status to each question
- Answers to multiple-choice questions can be set up to jump automatically to a later section, skipping over all intermediate questions
- Option to author default prompts, question text, advice text and answer options in multiple languages for any survey
- New survey campaigns can be quickly created by copying, and optionally modifying, an existing survey's sections, questions and answer options
- All surveys are presented to respondents automatically at run time — no need for survey administrators to create custom forms
Survey approval and status
- Supports any number of user-definable status types for survey campaigns such as pending, approved, rejected, in progress, on hold, cancelled, completed
- Integrates with the GM-X Workflow subsystem for review, approval, follow-up action and changing the status of pending survey campaigns before and after they are administered
- To protect data integrity, surveys cannot be modified after a survey campaign's current status is no longer pending
- Maintains a complete history of all survey campaign status changes
Survey administration
- Option to administer anonymous survey campaigns
- Integrates with the GM-X Party subsystem to identify and invite prospective survey respondents
- Option to copy previous invitees when copying an existing survey to create a new campaign
- Supports the creation of email templates for survey invitations and reminders
- Sends survey invitations by email — respondents can click a link embedded in the email message to take the survey
- Respondents can take surveys using smartphone or tablet devices as well as PCs
- Surveys to be taken by a respondent automatically appear in the respondent's ToDo List until completed
- Option to bypass GM-X user logon screen (single sign-on) for personally-identifiable survey campaigns
- Option to send reminder emails to prospective respondents who have not yet answered the survey (not available for anonymous survey campaigns)
- Guides respondents through survey sections and questions in the sequence and using the options selected during survey setup
- Default prompts, question text, advice text and answer options are displayed in the respondent's language (optional; not available for anonymous survey campaigns)
- Maintains survey completion status for each respondent — answers cannot be changed after the respondent marks the survey complete
- Prevents the same respondent from taking the same survey multiple times (anonymous and personally-identifiable survey campaigns)
- Does not allow respondents to take a survey before the campaign starts or after it ends
Survey review
- Tracks answers given by each survey respondent
- Allows survey administrators to review answers and indicate the validity status of each answer
- Administrators can review but cannot change survey answers
- Option to assign ownership of a survey campaign to specific organizations or departments to protect confidentiality — the campaign and its answers are visible only to personnel assigned to the owner organization or department
Reporting and analysis
- Allows tabulation of answers received from a survey campaign in comma-separated values (CSV) format, suitable for use in spreadsheet applications
- User-definable column selection for tabulations
- Up to 25 columns of data available for tabulations
- Each user's column selections can be saved for future use