Hey, I have a survey here!

Have you attended the training organized by the company? It's the kind of "nobody" who has hundreds of thousands of people in a small room, then, play with your cell phone and listen to the lecturer at the other end of the room to teach you how to extract more of your abilities to create value for the company.

Right. After the training, you will be asked to sign in and fill in the feedback form. You know, you have finished filling out the feedback form. However, for HR, the subsequent work has just begun. They need to return the feedback form, input it into the Excel file, and then make various analysis charts to assess the audience's satisfaction with the training and lecturers. I don't need to say that these analysis results will be used for "Decision Support" at the end ".

But now, if HR is angry: Why do we need to manually collect and fill in so many feedback forms! Isn't the company a Sharepoint company? Isn't it very powerful ?! As soon as they looked back, they saw you sitting by the window, drinking coffee and blogging.

Requirement

HR started to catch you and told you:

1. After each training, participants are required to fill out the feedback form.

2. The feedback form provides 6 questions for training and Lecturers

3. Participants score these questions with a score of 1 ~ 4

4. An operational process is required to initiate an investigation after training

5. There should be a way to supervise and allow participants to submit feedback

Then, at your request, HR drag out the Excel form they are currently using to enter feedback information:

After reading it, I thought, "It's better not to be so complicated ..."

HR continues to explain, "You see, the six types of questions are represented in a light green background. The first four types of questions are selected and scored. The other two are left blank and can be filled in by yourself ."

"So what does training (module) mean ?" "Oh, it is a training that can contain several different themes. We call it a module ." "Er ..." So you put down your coffee cup.

 

Design

First, how can we implement the relationship between survey of SharePoint and each training and module?

DESIGN: create a separate survey for each training. As for the training module, as a question in survey, it provides options for the participants to choose.

Reason: it is easy to manage and differentiate permissions so that only the persons attending the training can participate in the survey. Obviously, this requires disconnecting each survey's permission inheritance.

 

Then, the question is: How can we involve the trainees in the survey?

DESIGN: create a separate user group for each training. Only the persons involved in this training are added to this group. In addition, only members of this group are allowed to participate in the editing.

Reason: there is another benefit. When creating a user group, you can directly send an email to the group members, and then send the survey notification.

A problem arises: Will so many user groups be piled up in the HR SharePoint website (SET) in the future? As a result, the idea of creating a website (SET) for the training survey was generated.

 

Next, we will design the questionnaire.

DESIGN: the rating scale type of SharePoint survey is used to indicate the first four questions that require scoring. The multiple lines of text type is used to indicate the second two questions that need to be filled in manually.

 

How can we supervise the participants to submit feedback?

I thought about it and thought I had no idea before I got off work. Add event handler events or post actions in each survey to maintain a list of "not Participants" (that is, set the training participant user group-set survey to record user groups). Then, set alert for daily summary to the HR Administrator? This is definitely not possible before work.

Or, let HR export survey to excel and find it by yourself. The exported Excel contains information about the participants.

Can cover 70 ~ 80% of requirements are good, right :)

 

Implementation

First, the whole HR website (SET) used for training feedback investigation is determined by the size of your permissions by using a subwebsite or website set:

(Jonyzhu's blog link)

Then, pretend to be the HR training manager and create a new survey:

 

For the first question, set "select training module" and choice type as follows:

For subsequent problems, select Rating Scale and set it as follows:

Finally, for subjective questions, simply select "multiline of text.

 

Create a user group:

Add a user and send an email:

Set the survey list permissions so that only trainees can participate in the reply:

 

Enter a few to try:

Simple statistical chart:

Okay.

 

Finally, save Survey as a template to be used later when creating surveys for other trainings. Of course, remember to modify the option of a "training module" because each training is different.

 

Send it to HR and let them start tomorrow.

Okay, it's almost time to get off work. We're ready to close the job.