In this article
The end users of the Pulse solution, who typically are HR people and managers in an organization, will be presented with an interface where they can create their own surveys by going through a workflow where they go through the following steps:
Select from a set of predefined survey templates.
Add and remove questions from a pre-defined set of library questions.
Ability to add some custom questions.
Select who the survey is to be sent to.
Specify when the invitation and reminder emails are to be sent out.
Specify close date.
Send the survey.
The level of flexibility the end user has in each of these steps depends on the way the Pulse solution has been configured. As the library questions are already written and approved and all the setting-up is already done, the resulting survey will automatically comply with your company standards and you don’t have to wait for someone else to do the job or authorise it.
The end user will be able to track interview progress and adjust reminder and close dates while the survey is live. When the survey is closed the end user will get access to a report of the results. This can also be shared with other managers.
Note: This Configuration guide is a generic document for Pulse. Much of the content of the surveys created using the Pulse solution will vary depending on the customer’s requirements, so many of the examples and screen-shots given in this document will not relate directly to your setup.
Once you start to create a survey, you do not have to complete it in the one session; you can postpone the process or abandon it at any point during the setup. However once a survey has been committed, the content that can be changed can only be edited by using the Professional Authoring or Survey Designer platforms.
Accessing Pulse
The End User will typically access the Pulse solution through a link directly to the Studio report the solution has been configured in.
From this view you can access any of the existing surveys, and create new surveys.
Figure 1 - Pulse