Now that Monitoring programs and Parameters are set, it is possible to create Surveys activities.
To start a new Survey Activities go in Monitoring & Evaluation module - Setup - Survey Activities and click on the Add button.
Link monitoring program and parameters to the survey activity to assess and monitor its performances.
Note : Parameters listed in the drop-down menu are the one linked to the selected Monitoring Program.
There are two ways to proceed to add stakeholders and survey results in the system. The first way to proceed is by adding each stakeholder and results manually. The second way of proceeding is by importing all stakeholders and results using the Excel data import. For large datasets, we recommend using importer.
1. To enter Stakeholders manually, go to Monitoring & Evaluation module - Setup - Survey Activities - Stakeholders and add all relevant Stakeholders in the "Select" Box.
Once you have completed entering your stakeholders, go to Monitoring & Evaluation module - Setup - Survey Activities - Results, click on the "Edit all" option and enter the results for each Stakeholder.
2. For the automated importation, download the Excel template available in the Import Data wizard, fill it up and upload it in Boréalis.