Surveys

The Surveys Module in PLETOX allows organizations to create custom survey forms, collect structured responses, and track the location from which surveys are submitted.

This module gives Superadmins full control to design survey templates and manage data, while employees can submit survey responses assigned to them. It is useful for field surveys, audits, inspections, feedback collection, and compliance tracking

• Custom survey form creation

• Flexible field configuration

• Location tracking for every submission

• Import and export survey data

• Role-based access control

Survey Form Settings Survey forms are created from: Settings → Work → Surveys Form

Create a New Survey Form 1. Go to Settings.

2.Navigate to Work → Surveys Form

3. Click Add Surveys

4. Enter the following details:

• Survey Form Name

• Description Survey Form – Available Edit Options

• Undo – Reverts the last action.

• Redo – Reapplies the last reverted action.

• Clear Formatting – Removes applied formatting from selected text.

• Link – Adds a hyperlink to the text.

• Insert Image – Inserts an image into the description.

• Insert Table – Adds a table for structured content.

• Quote – Formats text as a quote.

• Insert Media – Inserts media (video/embed) into the content.

• Text Alignment – Aligns text (left/center/right).

• Horizontal Line – Inserts a divider line.

• Paragraph Dropdown – Changes text type (paragraph).

• Bold (B) – Makes text bold.

• Italic (I) – Makes text italic.

• Underline (U) – Underlines the text.

• Strikethrough (S) – Strikes through the text.

• Text Style (Aa) – Changes text style options.

• Bullet List – Creates a bulleted list.

• Numbered List – Creates a numbered list.

• Placeholder Dropdown – Inserts placeholder text. 5. Click Add

After creation, the survey appears in the list with the following actions:

• View – Add or manage fields

• Edit – Update survey details

• Delete – Remove the survey form

Adding Fields to a Survey Form

Fields define the data that will be collected from employees.

Steps to Add Fields

1. Click View against the survey form.

   
2. Click Add Fields.

   

3. Enter the following details

   

   a. Field Name This is the label that will be shown to employees while filling the survey. b. Order This determines the sequence in which the field appears in the survey form. Each field must have a unique order number, and duplicate order numbers are not allowed. c. Input Type Select the type of input required for the field from the dropdown options listed below.

   Configure the field toggles.

4. Click Add.

   Input Type – Description

   Each input type defines how the employee will enter data:

   • Text – Allows entry of short text (e.g., name, title).

   • Text Area – Allows entry of long text or descriptions.

   • Number – Accepts numeric values only.

   • Date – Allows selection of a date.

   • Time – Allows selection of time.

   • Email – Accepts a valid email address format.

   • URL – Accepts a website or link.

   • Select – Allows selection of one option from a dropdown list.

   • Checkbox – Allows selection of multiple options.

   • Radio – Allows selection of only one option.

   • File – Allows uploading documents or images.

   • Color – Allows selecting a color value.

   • Range – Allows selecting a numeric value within a defined range.

   Field Toggles – Explanation

   • Enable (Name) Controls whether the field appears in the survey form. If disabled, employees will not see this field.

   • Enable Required Makes the field mandatory. Employees cannot submit the survey without filling this field.

   • Enable Show in Table Displays the field’s value in the survey records list for easier review and reporting.

   • Enable Active Marks the field as active. If this toggle is turned off, the field will disappear from the form completely and will not be visible for new entries.

   Surveys Module in dashboard (Survey Records )

   This section is used to manage survey responses submitted by users. Survey Records – Buttons and Usage

   Filter :

   

   Used to find specific survey records.

   Filter:

   Used to quickly locate specific survey records.

   • Start Date – Filters surveys based on the selected start date.

   • End Date – Filters surveys based on the selected end date.

   • Survey Type – Filters surveys by their type or category.

   • Location – Filters surveys based on the selected location.

   • Employee – Filters surveys based on the selected employee.

   • Clear – Removes all applied filters and resets the list.

   Export :

   Exports survey records into a downloadable file (Excel or CSV).

   Import

   Used to upload survey records in bulk.

   

Add New Records

1. Click Add New under Import.

   
2. Select Survey Type.

3. Upload Excel/CSV file.

4. Click Import.

Update Existing Records

1. Click Updating Existing under Import.

   
2. Select Survey Type.

3. Upload updated file.

4. Click Upload

Add Record

Used to manually submit a survey response. Steps.

1.Click Add Record. 2.Select Survey Type.

3.Fill the survey fields.

4.Click Add.

The record is saved and displayed in the list.

Location Tracking

Every survey submission captures the location from where it was filled.

Purpose

• Verify field visits

• Ensure authenticity of survey submissions

• Support audits and compliance

• Track field-based activities accurately

User Role Access Employee

• Can view surveys assigned to them.

• Can submit survey responses using Add Record.

• Can submit multiple entries if the survey allows.

• Cannot create or modify survey forms or fields.