All operations on this feature require Admin permission or the Survey Manager role. Viewing results requires Member permission or the Survey Viewer role. For details, see Basic Roles.
To use the “Device” target type, the “Device Feature” add-on is required separately.
Overview
The survey feature lets you conduct employee surveys and streamline device and SaaS inventory. This feature collects and verifies information about devices and SaaS tools employees are authorized to use. It automates asset inventory. IT departments can reduce manual verification work and achieve more accurate asset management.Workflow: From Survey to Action
This page explains the end-to-end workflow for conducting surveys and acting on the results. This includes employee surveys and device or SaaS inventory surveys.- Design your survey See Survey Design and the Survey Template List.
- Create the survey to run See Create a Survey.
- Employees respond to the survey See Responding to a Survey.
- Review the survey results and conduct analysis or inventory For screen details, see Checking the Survey Screens. For inventory, see Reviewing Surveys and Conducting Inventory.
Survey Design
Before creating a survey, clarify the following three points.| Item | Description |
|---|---|
| Define the objective | Clarify the purpose of the survey. Examples include: Employee survey: identify communication challenges between departments to improve employee engagement. Device inventory survey: accurately track IT assets per person and per department. SaaS inventory survey: accurately track SaaS tools in use per person and per department. |
| Select respondents | Based on the survey’s objective, decide who should respond (all employees, specific departments, etc.). |
| Create the questions | Write the questions needed to achieve the objective. State the intent of each question so respondents can understand it. |