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Survey Versions

Surveys can be used over time to collect responses, and versioning allows you to add or remove questions to the survey once it’s published, leaving previous responses intact while adjustments are made going forward. PHC survey versioning allows for the following:

  • Adding a new section to the survey
  • Adding questions to any existing section in the survey
  • Adding new pages to the survey
  • Removing irrelevant questions or sections from the survey

Survey versioning does not allow changes to existing questions. Due to the sensitivity of health data collection, altering question text could alter the meaning of a response previously collected. If the wording of a question must be altered, we recommend removing that question from the survey and recreating it. Removed questions will retain any previously collected responses.

How to use Survey Versioning

  1. Navigate to the published survey you wish to edit
  2. Click on the Edit Survey button in the top-right corner of the screen

    Edit Survey

  3. Click the ellipses in the top-right corner

    Survey ellipses

  4. Select Version Survey.

    Version Survey

  5. You'll be asked if you truly wish to version the survey. Select Accept.

    Version Verify

    The survey now has two versions: a draft that was just created and a published version. Active respondents will continue receiving the Published version until it is replaced by publishing the Draft.

    Survey Draft

    All questions related to the previous version have a lock symbol indicating they cannot be edited. You can move the question or copy the question, but you cannot edit the text or settings, as altering these would change the meaning of the responses previously given.

    Survey Question Locked

  6. Add or remove questions and sections as needed.

    Survey Add Remove

  7. When finished, click on Publish Survey & Collect Responses in the header.

    Survey Publish Collect

All new respondents will receive the newest version of the survey. Any survey responses in progress will continue with whichever version was originally assigned.

When searching responses, you’re able to indicate which survey version is pertinent to your search, if necessary:

Survey Search


Last update: 2020-04-30