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Surveys can be created that appear on the patron registration/edit page for a branch or system. The Voter Registration question is an example of a survey that appears on all patron accounts for all locations.

To create a new survey…

1. Go to Administration > Local Administration > Surveys.
2. Click the Add New Survey button.
3. A popup will appear:

4. Fill in the form.

  • The Start Date must be at least one day after the current date.

5. Click Save Changes.
6. The screen will refresh so that you may add a question:

7. Enter the survey question and click the Save Question & Add Answer button.
8. Enter each option answer and click the Add Answer button after each one.

9. Click the Save button when complete.
10. The survey will appear at the bottom of the patron registration / edit form.

admin/settings/surveys.txt · Last modified: 2019/03/19 17:55 by tmccanna