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Adding FrameworksAdding PoliciesSurvey ConfigurationEmail Notification SettingsAdding External CertificatesLearner Verify
Adding FrameworksAdding PoliciesSurvey ConfigurationEmail Notification SettingsAdding External CertificatesLearner Verify
HelpSettings & ConfigurationSurvey Configuration

Survey Configuration

Set up surveys and feedback forms for courses

Overview

Post-training surveys help you:

  • Gather feedback on training quality
  • Measure learner satisfaction
  • Identify areas for improvement
  • Track trainer effectiveness
  • Demonstrate training value to stakeholders

Accessing Survey Settings

  1. Log in as an Admin
  2. Go to Admin → Settings
  3. Click on the Surveys tab

Configuring Surveys

1

Enable Surveys

Toggle the Enable Post-Training Surveys option to on.

2

Configure Trigger

Choose when surveys are sent:

  • After course completion - For e-learning
  • After session attendance - For instructor-led training
  • Both - All training types
3

Set Timing

When should the survey be sent?

  • Immediately - Right after completion/attendance
  • Delayed - After X hours/days
4

Configure Questions

Select or customise survey questions. Common types:

Question TypeExample
Rating (1-5)How would you rate this training overall?
NPS (0-10)How likely are you to recommend this training?
Multiple ChoiceWas the content relevant to your role?
Open TextWhat could we improve?
5

Save Settings

Click Save to apply your survey configuration.

Standard Survey Questions

The default survey includes these questions:

1. Overall Rating

"How would you rate this training overall?" (1-5 stars)

2. Content Quality

"The content was relevant and useful." (Strongly disagree to Strongly agree)

3. Delivery (for sessions)

"The trainer was knowledgeable and engaging." (Strongly disagree to Strongly agree)

4. Recommendation

"I would recommend this training to colleagues." (Yes/No/Maybe)

5. Open Feedback

"Any additional comments or suggestions?" (Free text)

Viewing Survey Results

Accessing Results

  1. Go to Admin → Reports
  2. Select Survey Results
  3. Filter by course, date range, or trainer

Available Metrics

  • Average ratings per course
  • Response rates
  • NPS scores (if configured)
  • Trainer comparison (for sessions)
  • Trends over time

Exporting Data

  • Export as CSV or Excel
  • Include in compliance reports
  • Share with stakeholders

Best Practices

Keep Surveys Short

  • 3-5 questions is ideal
  • Long surveys have lower completion rates
  • Focus on key metrics

Act on Feedback

  • Review results regularly
  • Make improvements based on feedback
  • Close the loop with learners when possible

Timing Matters

  • Immediate surveys capture fresh impressions
  • Delayed surveys may get more thoughtful responses
  • Test what works for your organisation

Related Guides

  • Session Attendance - Triggers for session surveys
  • Exporting Reports - Export survey results
  • Adding Courses - Course-level survey settings
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