Skip to main content

Surveys Overview

Surveys are a powerful tool of measurement used to track progress and provide feedback. LifeOmic's Survey tool allows users the ability to input customized questions and response options to survey their clients and customers with the end goal of collecting valuable and measurable data.

Note: The PHC-ME feature lets subjects input survey information with their mobile devices. See PHC-ME App for more information.

Clicking the Surveys tab on the left side of PHC will open the surveys page for your project.

Survey Main

Here you can see all the surveys created and details about them, including:

  • Name (Name of the survey)
  • Version (Surveys may have multiple versions if edits were made on it. This will tell which version the survey is.)
  • Description (Short description of the survey)
  • Type
  • Status (Published, Draft, or Archived)

You can click the checkboxes at the top of the table to narrow down the surveys viewed in the table.

  • All (shows all surveys in the project)
  • Draft (shows the unpublished surveys)
  • Published (shows surveys that have been published)
  • Archived (shows inactive surveys that have been archived)

Survey Tools

Hover your cursor on a survey row to access the round button on the right side. Click this button or anywhere in the row to open the survey details and manage your survey.

To learn more about survey metrics and results, visit the detailed section on Managing Surveys.

Survey Questions and Responses

A well-constructed Survey can provide valuable feedback. When building your survey, consideration of audience, content, format, placement, and wording will ensure you obtain the feedback you seek.

Questions

Your questions should be clear, to the point, and relevant to the survey response or feedback you intend to collect. Consider your survey audience and the response type you will use to collect the feedback when constructing your question.

For instance, if surveying a small population for suggestions on improving their experience with your company, a Single Textbox question would allow them to type a short text response to suggest their own ideas. However, if asking the same question of a larger population, where reading through a large quantity of responses would be time consuming, a Matrix response would be a better option. This response type would allow participants to rate each topic you present, providing data that can be easily graphed and analyzed.

Survey Responses

Survey Responses for questions can be as simple as "Yes/No" or as complex as a rating scale. While all responses allow analysis of data and feedback, not all responses are graphable (such as text responses). This is an important consideration when constructing a survey, especially if administering your survey to a large population where reading a mass amount of text responses would be cumbersome.

Survey Response types

  • Single Textbox (short text response)
  • Checkbox (single statement requiring a yes/no response such as "Click this box if you were a patient of Acme Medical in 2019.")
  • Multiple Choice (preset list of options for responses)
  • Matrix (rating scale response)
  • Photo (allows the participant to upload a photo as a response)
  • Lifeology (add a Lifeology course to a survey)
tip

The easiest responses to graph in the PHC Insights tab are Matrix, Single Textbox with numeric answer option, and Multiple Choice.

Advanced Settings

The Advanced Settings of a survey question allow you to further tailor your survey question.

Advanced Settings

Advanced Settings are accessed by clicking the gear icon in the survey builder.

Survey Question Tools

You can choose options in the 3 tabs of the Advanced Settings page: General, Logic, and Style. To learn more about working with these tabs, visit the Advanced Settings page.

Sending and Assigning Surveys

You can share your survey with participants via a shareable link or assign the survey to participants on the Subjects page. To learn more, visit the detailed section on Assigning Surveys.

Managing your Surveys

You can view and analyze survey metrics and responses on the Manage Survey page. Click anywhere on the survey row to access it. To learn more about analyzing survey responses, visit the detailed section on Managing Surveys.

info

The Manage Survey page gives overall data on how many participants have finished the survey or not completed the survey. For specific data on an individual subject's status of survey completion, use the Subjects tab on the left side of PHC. See below for more information.

Subject-Specific Survey Data

Subject Survey Viewing

To learn detailed information about which subjects have completed surveys, been assigned surveys, etc., use the Standard Filter tab on the Subjects section of PHC. Under the standard filter tab, select Surveys. Use the dropdown menus and filter boxes that open to filter subjects. You can find subjects who have been assigned a particular survey, search by survey status, and even filter by survey question. Use this section to discover if a certain subject has not started a survey, completed a survey, or is in the middle of progressing through a survey.

In the example above, the standard filter was used to show the five subjects that have been assigned any version of the Fitness and Mood survey.