How Do I Add a Survey Framework?

After creating a survey, adding survey questions and creating rules, you'll want to design a framework to specify if you want to survey a percentage of clients who fit the rule you created or restrict it to a particular agency. If you want all clients who fit the rule you created to be surveyed, you can name the rule "All", set the percentage as 100% and select all organizations.

If you select a percentage of 75%, there's a 75% chance that the client will receive the survey. This is based on who was asked to take the survey, NOT only the survey responses. 

Step-by-Step Guide

Go to Surveys under the Administration heading.

Click on the "New Framework"  button under the "Framework Configuration" section.

Name: type in a title for the framework; it should reflect the type of framework you're trying to create

Percentage: what percentage of clients from this framework should be selected to complete this survey 

To create rules that include all of a certain criteria and none of the other, or any combination of the above, you would have to create separate rules. See How Do I Add a Survey Rule?

Predefined Rule: rule that has already been created

Click on "New Rule"  to select the rules you've previously created from the list of predefined rules. Click on "Custom" from the dropdown list to add new criteria. Click on the "Delete" button to remove it.

Even if you've created a new rule in the Rules section, you must add it to the framework for it to be applied to it.

Participating Agencies: check off the agencies who should be having their clients participate in this survey

Click on the "Save" button to save your changes or "Cancel" to discard them.