AEFIS - Eval Survey Template - Creating and Editing Questions (Admin) [UW-Madison]

This document describes how to create and edit questions on an AEFIS survey template. You must be an AEFIS administrator in order to edit survey templates.

A survey template can be edited only if it is in Draft status. If the survey template is in Published status, you may be able to restore it to Draft status, so long as no survey schedule has employed the template, and no students have responded to that survey. Once a survey template has been used (in Published status) it can no longer be edited. The only option will be to create a copy, and make the desired edits to the copy. See AEFIS - Eval Survey Template - Creating a Survey Template (Admin) [UW-Madison]


Edit the Survey Template Design

    1. Log into AEFIS with your NetID credentials.
    2. Select the Menu button (three stacked lines) on the left side of the page to open the AEFIS main menu.
    3. Select Survey Templates under Surveys.

    Survey Templates option in the main AEFIS menu

  1. Navigate to the template you want to edit. Confirm that the survey template is in Draft status and select Manage.

  2. You will be brought to the Survey Template Manager page. Select Template Designer from the left menu bar.
    The Template Designer option is under Design in the left menu bar

  3. Select the blue Edit button on the upper right side of the page.
    The Edit button is on the upper half of the page, near Export

Create a New Survey Question

After navigating to the survey template designer editing page:

  1. Scroll over or select the three dot icon to expand the section menu.
    The icon looks like three vertical dots on a blue background

  2. Select the + icon to create a new question.
    Scrolling over the icon will reveal additional options

  3. Select the type of question you would like to create from the left panel of the Add Question box. See AEFIS - Eval Survey Template - Question types, settings, and configurations (Admin and Instructor) [UW-Madison] for descriptions of each question type.
    Select a question type from the left menu bar

  4. Add your question text. If creating a multiple choice question, add designated responses. Note: Do not add a No Answer or Not Applicable as one of the responses because then a value is assigned. To have no value given, make sure to use the No Answer Option. Choose the No Answer Option, change it from Do not show to either prepend or append
  5. If you would like to use this question on future survey templates, click the Save to Question Library checkbox.
  6. Once finished, click the blue Save button.

Create a Matrix Question

Course and instructor-type matrix questions function differently than other question types. To create a matrix question:

  1. Create all of the Multiple Choice or Instructor Multiple Choice questions that you wish to use in the matrix. The questions must have the same answer options to be grouped together.
  2. Click the gear icon at the bottom left of the first question in the matrix. Select Configure from the drop down; located next to the "matrix question" checkbox.
    Question configuration options

  3. In the window that appears, add a matrix title and select the multiple choice questions that you wish to include in the matrix.
  4. To remove a matrix, click the gear icon again, uncheck the Matrix Question checkbox, then press the blue checkmark to confirm the change.

End-users will see a matrix question as depicted in the image below. Each row in this matrix was created in the survey template as a separate multiple choice question with identical answer options (e.g. "Strongly Disagree" to "Strongly Agree").

example of matrix question

Edit or Copy an Existing Survey Question

Your list of questions you have created so far will appear on the survey template designer editing page, found in this KB document: AEFIS - Eval Survey Template - Question types, settings, and configurations (Admin and Instructor) [UW-Madison] 

  1. Select the QUESTION-[#] button.
    Select the QUESTION-Number button

  2. Select Copy to make a make a copy of your question.
    1. A new dialog box will open with a copy of your question text and options. You can modify your question type, text, or options.
    2. Save your question. The copy will not be created unless you save.
      Select Copy from dropdown menu

  3. Select Edit to make a change your question type or content.
    1. Editing will reopen your question dialog box. You can modify your question type, text, or options.
    2. Remember to save your changes.
      Select Edit from dropdown menu

  4. For more options, select the gear icon on the lower left corner of the question.
    Select the Gear icon
    1. Here, you can make a question required, assign numeric values, or edit other configuration options. (Note: Not all questions will have a gear icon.)
      1. Check the boxes next to your desired options.
      2. To find out more about configuration options, including recommendations, see Question Configuration Options.
      3. When you've finished editing, select the blue Checkmark button to save.
        Select Checkmark icon

See Also:

Keywords:AEFIS details survey evaluation questions   Doc ID:80944
Owner:Learn@UW Madison .Group:Learn@UW-Madison
Created:2018-03-15 15:40 CDTUpdated:2023-02-08 13:27 CDT
Sites:DoIT Help Desk, DoIT Tech Store, Learn@UW-Madison
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