The Survey Templates component allows you to create and edit survey templates that can be sent to suppliers. These templates can contain a variety of question types, both qualitative and quantitative, to gather all the necessary information from your suppliers.
Steps to Create a Survey Template
1. Create a New Survey Template:
Navigate to Survey Templates in the menu bar.
Click Create New Survey.
Input the Survey Title.
Click Create New Survey again to generate a template with Avarni’s default questions.
2. Editing the Survey Title and Introduction:
The Survey Title can be edited using the text box at the top of the template.
You can input or edit the Introduction Text below the title to provide suppliers with additional context.
3. Adding and Modifying Questions:
Click on a survey template to open and begin modifying the template.
Click Add Block at the bottom of the page to create a new question.
Change the Question Type from the dropdown menu to the right of a question. The available question types are:
Text: Requests a text-based answer.
Binary: Yes/No questions.
Multiple Choice: Choose from multiple answer options.
Information Block: A heading and text block without an answer required.
Emissions: Suppliers input an emission amount as their response (e.g., Scope 1 Category 1 emissions).
Activity-Based: Requests a value, such as fuel usage, to calculate emissions. The emission factor that is used in the calculation must be defined.
For emissions or activity-based questions, select the Scope and Category for the emissions.
💡Tip: You can add any of these question types as conditional questions to the Yes and No cases of a Binary question.
4. Editing and Deleting Questions:
To delete a question, click on the question to expand it and click Delete Block button in the bottom left corner.
To mark a question as required, check the Required box in the bottom right corner.
5. Previewing and Saving the Survey Template:
Click Preview Survey in the bottom left to see how it will appear to your suppliers.
When finished, click Save Template in the bottom right.
📌 Note: Ensure all required fields are completed, or the template cannot be saved.
6. Managing Survey Templates:
From the Survey Templates Home Page, you can:
Delete a survey by clicking the Trash Icon.
Duplicate a survey by clicking the Copy Survey Template button.
