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      1. Metolius Knowledge Base
      2. Getting started
      3. Read Me First!

      Quick Start Guide

      Follow these 4 steps to get started with Metolius, from Survey Development to Analytics, this simple list guides the way.

      STEP 1 - Before You Write Your Survey

      Writing an effective survey takes planning. Understanding the decisions that need to be made is what determines the questions that need to be asked. The pre-design checklist below will help you design an effective survey.

      Pre-Design Checklist:

      • Define the objectives of the survey. What decisions do you need to make?

      • What kind of survey do you want to create? Analytic, Information Gathering, or a combination of the two.

      • Think about your demographic.

      • Determine the best way to ask your questions, given the options Metolius provides.

      • Be specific with questions, do not ask loaded questions.

      STEP 2 - Adding Your Survey

      2.1 - Create a Survey

      Creating a survey can be done in three ways:

      1. Create New: This option allows you to create a survey from scratch. Make sure to follow the pre-design checklist and write your survey in advance so you understand how to complete the survey attributes and build the questions.
      2. Create from Existing: This option allows you to copy an existing survey. Once copied, you can edit the survey or immediately publish it as is. 
      3. Create from Resources: This option allows you to find and use a survey from both the system resources and community resources, which includes surveys uploaded by our community of users.
      Read more for detailed instructions on creating a survey.

      2.2 - Build Your Survey

      • Survey building starts with its attributes. Attributes are categorized into General survey Settings, Scalar Configuration, System Generated Emails, and Participation Tools

      See the Create section for articles with detailed instructions on how to build a survey.

      STEP 3 - Send Your Survey

      3.1 - Publish Your Survey

      Once you have finished adding your survey to the system, it must be published before it can be assigned to your users.

      Read more for detailed instructions on how to publish your survey.

      3.2 - Department and Participant Set-Up

      1. Create Departments: Departments will organize your users into the categories you decide are pertinent to your organization. Under the‚ Org Structure menu on the main navigation sidebar choose‚ Department Management.
      2. Add Participants: Survey participants will be categorized by Departments. Under the‚ Org Structure menu on the main navigation sidebar choose‚ Participant Management to add participants individually or upload a list of participants using the template provided. 

      3.3 - Assign Your Survey or Send Anonymously

      1. Once published, designate the users who will take the survey by assigning it to them by their department.
      2. Assigning can be done immediately, or it can be scheduled.

      Read more for detailed instructions on how to assign your survey or to send it anonymously.

      3.3.1 - Schedule Your Survey

      The option to make a schedule is only available with the Professional and Enterprise plan levels.

      1. Surveys are scheduled based on the department structure. Select a department and choose the survey start and end dates.
      2. You can also set up automatic reminders to be sent to any users who have not started or completed the survey.
      Read more for detailed instructions on how to schedule your survey.

      3.4 - Monitor Participation

      Once your survey has been deployed you can review its progress. 

      The progress report allows you to:

      • search for complete/incomplete responses.

      • view a specific user's responses to the survey in Preview mode.

      • View a detailed or summary report of a user's completed survey.

      • Send a reminder to any users who have yet to start or complete the survey. This can be done individually or in bulk.

      • Progress report data can also be exported to a spreadsheet for review.

      Read more for detailed instructions on how to check the progress of your survey.

      STEP 4 - Review Survey Results

      Analysis & Reporting

      • Accurate survey data is available as soon as the first response is collected. There is no need to wait until the survey is complete to begin analyzing your data.

      • Survey data can be visualized in chart and crosstab form.

      See the section on Analytics and Reporting for detailed instructions on how to get the most from your survey data right away.