> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 2-7. Set Up Survey Types

> Add, check, edit, and delete custom categories (types) from the "Survey types" screen.

<Info>
  This feature requires **Admin** permission or the **Survey Manager** role to operate, and **Member** permission or the **Survey Viewer** role to view.
  See [Admin Users and Role Settings](/en/it-management/settings/yne7fl2lcy-role-new) for details.
</Info>

## Add a survey type

1. Click the settings icon (the wrench icon) at the top right of the survey screen, then select **Survey types**.

   <img src="https://mintcdn.com/moneyforwardi/ykn0clvdboiUeIzE/images/it-management/survey-types/menu-tooltip.png?fit=max&auto=format&n=ykn0clvdboiUeIzE&q=85&s=8e98fd718251c9a3aabc42062b3665b2" alt="Tooltip for Survey types shown on the settings icon at the top right of the survey screen" width="318" height="186" data-path="images/it-management/survey-types/menu-tooltip.png" />

2. On the "Survey types" screen, click **\[+ Add type]**.
   There are 4 standard types: Device Ownership, SaaS Feedback, SaaS Usage, and Licenses. They're always available across all organizations, and can't be changed or deleted.

   <img src="https://mintcdn.com/moneyforwardi/ykn0clvdboiUeIzE/images/it-management/survey-types/type-list.png?fit=max&auto=format&n=ykn0clvdboiUeIzE&q=85&s=42c2c7284dd1fbc347fdefee93b8971b" alt="Survey types list screen showing the 4 standard types and the Add type button" width="1920" height="827" data-path="images/it-management/survey-types/type-list.png" />

3. On the "Add survey type" screen, enter a **Key**, **English name**, and **Japanese name**, then click **\[Create]**.

   | Item                         | Description                                                                                                                                                                        |
   | ---------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | Key                          | Lowercase letters, numbers, and underscores only (for example, `offboarding_checklist`). This can't be changed after creation, since it's saved to any survey that uses this type. |
   | English name / Japanese name | Can be changed later. Once changed, the update also appears in the survey list, survey details, and filters.                                                                       |

   <img src="https://mintcdn.com/moneyforwardi/PkG599mIMvYAKAGp/images/it-management/survey-types/add-form.png?fit=max&auto=format&n=PkG599mIMvYAKAGp&q=85&s=ccb0297e2212ae703b8631dc58b9d7b1" alt="Add survey type screen with fields for key, English name, and Japanese name" width="1614" height="1048" data-path="images/it-management/survey-types/add-form.png" />

4. Once created, "Survey type created" appears.

   <img src="https://mintcdn.com/moneyforwardi/PkG599mIMvYAKAGp/images/it-management/survey-types/created-toast.png?fit=max&auto=format&n=PkG599mIMvYAKAGp&q=85&s=3618292703c1fcc8cf02d2bad0d179d5" alt="Confirmation message that the survey type was created" width="934" height="124" data-path="images/it-management/survey-types/created-toast.png" />

## Check your survey types

You can check your survey types from the **Category** dropdown at the bottom right of the "Create survey" screen. The same dropdown also appears on the "Edit survey" screen.

<img src="https://mintcdn.com/moneyforwardi/PkG599mIMvYAKAGp/images/it-management/survey-types/category-dropdown.png?fit=max&auto=format&n=PkG599mIMvYAKAGp&q=85&s=275a9ede5798a425f6b2024c81103654" alt="Category dropdown on the survey creation screen, showing the added survey type" width="724" height="470" data-path="images/it-management/survey-types/category-dropdown.png" />

## Edit a survey type

1. On the "Survey types" screen, click **\[Edit]** (the pencil icon) for the type you want to edit.
   The 4 standard types can't be edited.

   <img src="https://mintcdn.com/moneyforwardi/ykn0clvdboiUeIzE/images/it-management/survey-types/edit-tooltip.png?fit=max&auto=format&n=ykn0clvdboiUeIzE&q=85&s=3eabc3db300fc17943bc21f5d3b09317" alt="Tooltip shown on the edit icon in the survey types list" width="202" height="88" data-path="images/it-management/survey-types/edit-tooltip.png" />

2. On the "Edit survey type" screen, edit the English name and Japanese name, then click **\[Apply]**.
   The key can't be changed after creation.

   <img src="https://mintcdn.com/moneyforwardi/ykn0clvdboiUeIzE/images/it-management/survey-types/edit-form.png?fit=max&auto=format&n=ykn0clvdboiUeIzE&q=85&s=80abfb3a7e2d0ecd7f25dad8f0c601d3" alt="Edit survey type screen" width="1292" height="670" data-path="images/it-management/survey-types/edit-form.png" />

## Delete a survey type

1. On the "Survey types" screen, click **\[Delete]** (the trash icon) for the type you want to delete.
   The 4 standard types can't be deleted.

   <img src="https://mintcdn.com/moneyforwardi/PkG599mIMvYAKAGp/images/it-management/survey-types/delete-tooltip.png?fit=max&auto=format&n=PkG599mIMvYAKAGp&q=85&s=cda20de73f747962a6cc9d90d32499a5" alt="Tooltip shown on the delete icon in the survey types list" width="200" height="84" data-path="images/it-management/survey-types/delete-tooltip.png" />

2. "Delete this survey type?" appears. Check the details, then click **\[Delete type]**.
   A type that's already in use by a survey can't be deleted. This action can't be undone.

   <img src="https://mintcdn.com/moneyforwardi/PkG599mIMvYAKAGp/images/it-management/survey-types/delete-confirm.png?fit=max&auto=format&n=PkG599mIMvYAKAGp&q=85&s=915655e61e21274752a0bfa99327684c" alt="Confirmation screen for deleting a survey type" width="790" height="336" data-path="images/it-management/survey-types/delete-confirm.png" />
