*Note: The tasks below must be performed by someone with administrator rights in Checkster.
How do I customize surveys?
- Click on Settings at the top of the page.
- Select Tailor Surveys from the left side menu.
To create a new survey: Click on the Copy icon next to the survey that you would like to create a new version of.
To change a survey name or customize other survey settings, including enabling automatic reminders to individuals and raters: Click on the survey name.
To add new survey questions: Click on the Modify icon.
To tailor the job-specific attributes: Click on the Tailor icon.
To preview a survey: Click on the Preview icon.
To download a text file of a survey: Click on the Download icon.
Note: As an administrator, you are able to create new surveys, add questions to surveys, and tailor the job-specific attributes. However, there is not currently the ability to tailor existing Checkster-added questions from within your account. Additionally, if the survey you’re wanting to edit is currently in use (meaning there is a reference check, talent insight, etc. in progress using that survey), you will not be able to edit the questions until the open instance(s) of the survey have been closed or completed.
Should you need to tailor an existing question, or edit a survey that’s currently in use, please contact the Client Success Team (email@example.com) for assistance.