DocumentationForms & requestsWeplanify forms: requests, reports and surveysAsk your teams with a survey or a quiz

Create a one-off or monthly survey

In Weplanify, create a survey from a template, choose whether each person answers once, every week or every month, and whether answers are anonymous.

In Weplanify, a survey is created like any form, with no Validation step: Questions, then Sharing. Repeated every month, like a pulse survey, it shows how the mood changes.

Form settings of the monthly pulse survey: Survey category, each person answers once a month and anonymous answers turned on, two choices locked because people have already answered

Steps

In Requests → Forms, click New form, then A survey.
Under Start from a template, choose Team Satisfaction Survey, Monthly Pulse Survey or Blank form, name the survey, then click Create and adjust the questions.
Adapt the questions to the field: shift rotations, protective equipment, relations with the client. Rating out of 5, Scale and Choice from a list give results that are easy to read (add questions).
In the form settings, choose Each person answers: Only once, Once a week or Once a month. Turn on Anonymous answers if nobody should know who answered. The Category files the survey in the forms list: change it if needed, among those that suit a survey.
Click Next: sharing, choose who answers, keep the automatic reminder, then publish.

Good to know

A week runs from Monday to Sunday, a month from the first to the last day: everyone can answer again from the next period.
The frequency and anonymity can no longer change once the first answer is in.
An anonymous survey never shows who answered, not even to administrators.
The frequency only exists when each response is about the person who answers (subject of a response).

Go further

Create a form and add its questionsIn Weplanify, create a form from your need and a ready-made template, then adjust its questions while the phone preview shows what employees see.Follow participation and send remindersIn Weplanify, a survey's Participation tab shows who has answered and reminds those who have not, in one click or automatically after a few days.Publish a form and let employees knowIn Weplanify, publish a form and let people know: notification, New card on the home screen, poster; then close it or reopen it whenever needed.Link each response to an employee or a siteIn Weplanify, link each response of a form to an employee or a site: for an evaluation, an inspection or an incident report written on the ground.Ask your teams with a survey or a quizIn Weplanify, a survey collects your teams' views and a quiz checks what they know, with no approval step, plus results, participation and reminders.